Tony Ranallo
,
Managing Director, Wealth Management Advisor
NMLS #510953
7545 Ashworth Rd
West Des Moines, IA 50266
515.245.8045
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Profile

Since he started in the financial services industry in 2002, Tony has worked with local institutions and qualified individuals, focusing on investment management and distribution strategies. He now oversees The Ranallo Group at Merrill, one of the largest wealth advisory teams in the state entrusted with more than $1.8 billion of individual and institutional assets as of June 2024.   Tony was named a Best in State Wealth Advisor by Forbes in 2021 - 2024 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), a Financial Times Top 400 Adviser in the United States in 2020 (*Source: Financial Times “400 Top Financial Advisers” list, published on April 16, 2020. Rankings based on data as of June 30, 2019), and a Top 401 Retirement Plan Adviser in 2017 (*Source: Financial Times “401 Top Retirement Advisers” list, published on September 27, 2017. Rankings based on data as of Dec 31, 2016).

Tony graduated Cum Laude from Arizona State University with a Bachelor of Science in Finance and later completed his Masters of Science in Financial Planning in Denver, Colorado. 

Continuing to place an emphasis on education, Tony attained the CERTIFIED FINANCIAL PLANNER™ certification and has also completed the CIMA® designation, the CPWA® program, and is currently one of seven] advisors in the state of Iowa who have attained the Certified 401(k) Professional designation (as of September, 2022).

Tony resides in Waukee, Iowa with his wife Kimberly, their sons A.J. and Frankie, and daughter Peyton.



\*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: 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 criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


\*Source: Financial Times “400 Top Financial Advisers” list, published on April 16, 2020. Rankings based on data as of June 30, 2019.

The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times 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 adviser. All rights reserved.


\*Source: Financial Times “401 Top Retirement Advisers” list, published on September 27, 2017. Rankings based on data as of Dec 31, 2016.

The Financial Times “401 Top Retirement Advisers” list (FT 401) is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from financial advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in seven primary areas, including Defined Contribution (DC) plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

Recognition
Financial Times "400 Top Financial Advisers", 2020
(Published on April 16, 2020. Rankings based on data as of June 30, 2019.)
Financial Times "401 Top Retirement Plan Advisers", 2017
(Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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
Kimberly A Ranallo,

CPFA™

No Officer Title, Relationship Manager
515.245.8689
Matthew S Vorm
No Officer Title, Registered Wealth Management Client Associate
515.245.8607
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.
Clint W Weber
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1289891
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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Anthony Ranallo is registered to do business in AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MI, MN, MO, MT, NC, ND, NE, NY, OH, OK, OR, PA, RI, SD, TN, TX, VA, VT, WA, WI.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.