Ryan Conners-Copeland
Senior Vice President, Wealth Management Advisor
1331 North California Blvd.
Suite 400/700
Walnut Creek CA 94596
(925) 945.4839
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Ryan Conners-Copeland
Profile

Ryan joined Merrill Lynch Wealth Management in 2009 and has over 22 years of experience in private client asset management. He began his career in financial services in 2000 with a New York-based Wealth Management firm, working out of the San Francisco office. Ryan's focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short and long-term financial objectives. In addition, Ryan works closely with his clients' trusted tax and legal advisors to integrate tax and estate planning needs to help achieve long-term investment success.Ryan earned his CERTIFIED FINANCIAL PLANNER™ certification in 2005 and holds the Series 7, 31, 63 and 65 FINRA registrations. He is an active member of the professional community, having served as a board member for the Estate Planning Council of Diablo Valley, and is an active member of both the Diablo Valley and East Bay Estate Planning Councils. Prior to his career in financial services, Ryan played a year of professional baseball overseas. He received his bachelor's degree at the University of California at Davis, where he double majored in History and Political Science and was recognized as an all-conference and NCAA all-region pitcher for the Aggies. He was named to the Dean's list for six consecutive quarters and was a member of the Phi Alpha Theta History honor society.Ryan lives in Orinda with his wife and two children and is an active member of the community, coaching youth baseball and volunteering on the board of directors for the local youth league in his free time.

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
Maria A Ricciardi-Leonard,

CRPC™

Registered Senior Wealth Management Client Associate
925.945.4873
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 Conners-Copeland is registered to do business in AZ, CA, CO, DC, FL, IA, MA, MO, MT, NC, NJ, NV, NY, OH, OR, SD, TX, VA, WA, WI.