Patrick Ryan
,
Vice President, Senior Financial Advisor
NMLS #1168175
2221 Washington Street
Newton, MA 02462
617.946.8023
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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

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” Warren Buffett
 
The greatest joy for me is to see the hard work of my clients’ come to fruition.  With life’s joys also comes challenges.  My job is to let you focus on the aspects of life you care most about: family, philanthropy, your career, or whatever it is that excites you.  To be able to help children go to college, you retire to your dream home, or leave a lasting legacy to your family is what drives me to be the best advisor I can be.

After a decade with Merrill Lynch Wealth Management, I have had the pleasure of working with seasoned executives, business owners and their families.  We work together to identify, plan for and help accomplish your dreams. Our team is notably equipped to address your needs by combining our team of professionals and a service model that is specifically designed for families such as yours. Our team capitalizes on the depth and breadth of Merrill’s award winning research team to further preserve and grow our client’s wealth. 

I invite you to send me a message to discuss how we can work together to plan for your future.

I live in Natick with my wife, Kate, daughter, Lily, and son, Parker.  I am an avid golfer at Framingham Country Club and enjoy any outdoor activity with my family.

 

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information, visit Institutional Investor. Rankings and recognition from Institutional Investor 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.*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts

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Supporting your future
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
Michele A Gasper
Registered Wealth Management Client Associate
617.243.8016
Sarah Irwin
Registered Wealth Management Client Associate
617.243.8071
Jeannie Lennox
Vice President, Wealth Management Client Associate
617.243.2603
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.
Amany Issac
Wealth Management Banking Specialist
Merrill
Thomas Giuliotti
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652381
Thursday, December 12th 2024| 2:00 pm
2025 Year Ahead Outlook: Get ready for What's next

In just 15 minutes, our host Chris Hyzy and expert panelists will share ideas that can help clients prepare for potential opportunities and risks in 2025 and beyond.
Topics explored:

Fresh insights on the economy, inflation and interest rates

U.S. election results and impact on the markets

Key drivers shaping equities and fixed income

New ideas to help you manage your portfolio

Copy and paste link details : 2025 Year Ahead Outlook: "Get ready for what's next"

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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Patrick Ryan is registered to do business in CA, CO, CT, FL, IL, MA, MD, MI, MN, NC, NH, NJ, NY, OR, RI, SC, TX, VT.