Ryan S. Broome, CFP®
Vice President
Senior Financial Advisor
Senior Portfolio Advisor
Over the years, I've had the privilege of guiding clients in all areas of wealth management, including, but not limited to: asset allocation, retirement, education planning, and liability management. Realizing one's ambitions and goals requires a detailed approach to financial and life preparations. I understand that one of the biggest challenges for an individual, family, or business is creating a financial strategy to reach their financial goals. I utilize Merrill's time-tested Wealth Management Process to accomplish this. I am committed to understanding the specific situations of the people and businesses I work with; thereby being able to establish objectives, develop an appropriate strategy, provide recommendations, and review the progress made toward reaching those goals and objectives. Once the goals and objectives have been established, I will then select from a broad range of capabilities from within the Total Merrill platform that are designed to help clients build their financial life.
I purposefully limit the number of clients I work with so that I can provide attentive and detailed service that wealth demands and truly deserves. I have earned the respect of active and retired executives, business owners, attorneys, physicians, and entire families in Georgia along with more than 12 other states since joining the financial services industry in 2005.
AT THE BROOME PHAM GROUP, WE PUT OUR HEADS TOGETHER.
I work alongside Joshua Pham. We both hold the CERTIFIED FINANCIAL PLANNER™ CFP® certification. Each strategy we formulate reflects a client's financial picture, risk tolerance, need for income and liquidity, and desires for retirement, and the people they love. We take strategic direction from our firm's Chief Investment Office and use managers we've known for years.
WHY DID I JOIN MERRILL?
I rejoined Merrill in January of 2020 after working almost 10 years at Fidelity Investments, I wanted to bring my clients a more customized and comprehensive offering. Now, I offer a boutique wealth management experience with the resources of a large global bank.
WHY DID I BECOME AN ADVISOR?
Growing up in a small town in South Carolina, I watched my mother work hard to support us. We saved money but didn't understand what to do with it. I wanted to help others the way we needed help. That's a big reason why I pursued this career after graduating from Clemson University with a Bachelor of Science in Economics.
Outside of the office, I enjoy spending time with my wife (Jenny) and 3 kids (Riley, Haley, and Cody). I love watching my kids play competitive soccer, swimming, and gymnastics. I'm an avid golfer and supporter of my alma mater.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.
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.
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.