Verified recordFinancial Services

Ryan Tuverson

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Based in Newport Beach, United States

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Seniority

Director

Department

Finance & Accounting

Location

Newport Beach

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

r•••••••@ml.com

Phone

5 credits

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Background

About Ryan Tuverson

Ranked by Forbes as a "Best-in-State Next-Generation Wealth Advisor" in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019). I am a CERTIFIED FINANCIAL PLANNER™ certificant who has been in the financial services industry serving my clients since 2007. As a wealth advisor and CFP® professional, I bring a multigenerational component to wealth planning, helping demonstrate to high-net-worth families and professionals that a team member can continue to advise not just existing clients, but their children and grandchildren. My focus is on comprehensive wealth management which will comprise of asset preservation, investment and liability management, and retirement & estate planning services. I help my clients define and quantify their financial vision, so they stay on track toward their financial strategies and goals. If you have questions about how to reach your financial goals or would like to know if your objectives are feasible, email me at ryan.tuverson@ml.com, to set up an initial consultation. I am a graduate of Loyola High School in 2001, and the University of Southern California, earning my B.A. in 2005. I am married to my lovely wife Julia, with two daughters, living in Manhattan Beach, CA.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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