Ryan R. Longfield, CFA®
Ryan graduated Brown University in 2000 with a degree in Economics. Ryan Joined Merrill Lynch Wealth Management in 2017 after a 17 year career focusing on institutional investing. Ryan has lived and worked in New York, Tokyo, and London building and running some of the most successful equity trading businesses on Wall Street. Ryan also holds a CFA® designation. His background of running several ETF and Equity Portfolio Trading businesses brings a unique skill set to help clients accomplish their wealth management goals. Ryan and his wife Allison live in Woodstock Vermont. They have four young children. Ryan is an avid ice hockey player. He enjoys giving back to community by coaching ice hockey for several youth programs.
CFA® and Chartered Financial Analyst® are registered trademarks by CFA® Institute.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
CRPC™
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.
