Ryan Berns
,
Vice President, Senior Financial Advisor
NMLS #1407311
275 E Rivulon Blvd
Gilbert, AZ 85297
480.752.6404
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Changes in life can require changes to your investment approach. Whether it’s a small or significant event, what was right for you at one time may not be right at another time. Your Merrill advisor can offer you the resources, investment choices and strategies — along with access to banking services such as customized lending and credit from Bank of America — that can help you position yourself for the retirement lifestyle you desire.
Profile

Ryan follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities and is passionate about delivering excellent service. Ryan is a CERTIFIED FINANCIAL PLANNER - CFP® Professional, and holds the Chartered Retirement Planning CounselorSM - CRPC®, and Chartered SRI Counselor - CSRIC designations.
Our team is involved with local communities, assisting charitable organizations such as Arizona Youth Lacrosse and Toastmasters International. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.

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Introducing our Amazing Client Associates!
Recognition
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Amy Williams
No Officer Title, Registered Wealth Management Client Associate
480.752.6416
Victoria Crisomia
Registered Wealth Management Client Associate
480.752.6465
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Rosemary Dourian
Wealth Management Banking Specialist
Merrill
R.J. Walton
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #275775
Brad Frandsen
Wealth Strategist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Ryan Berns is registered to do business in AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY.