Ryan Tuverson
,
Senior Vice President, Wealth Management Advisor
520 Newport Center Dr
Newport Beach, CA 92660
949.721.6179
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Ryan is a CERTIFIED FINANCIAL PLANNER professional who has been in the financial services industry since 2007, joining Merrill Lynch Wealth Management in 2015. As a wealth advisor and CFP® professional, Ryan brings a multigenerational component to family 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, as well.

Ryan's focus is on retirement and estate planning services, investment and liability management, with a focus on executive compensation plans and tax-free municipal bonds. He helps clients with comprehensive wealth planning by defining and quantifying their financial vision, so they stay on track toward their financial strategies and goals.


Ryan is a graduate of Loyola High School in 2001, and the University of Southern California, earning his B.A. in 2005. Ryan is married and has two daughters, living in Manhattan Beach, CA.



Named to Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).*


*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of
March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking
were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams;
joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures:
telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based
on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or
investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes
is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment
success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings
should not be construed as an endorsement of the advisor.

Recognition
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
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About Me
Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
Linda L Rusmisel
Wealth Management Client Associate
949.721.6178
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.
Ryan Tuverson is registered to do business in AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KY, LA, MA, MD, NC, ND, NJ, NV, NY, OR, TX, UT, WA.