We are an advisory team based out of the Rockefeller Plaza in New York City, we focus on creating personalized portfolios tailored to your specific life or corporate goals, whether planning for your first child, college tuition, retirement, someone in your life with special needs or your employees' retirement plan.
Our strategy includes a high-level customized approach to asset and liability management, college planning, trust and estate planning services, company 401K plan structure and review, and cash management at the institutional level. Would be clients are Institutional portfolio managers, financial executives, corporate Treasurers, individuals and families.|Ryan V. Antonacci, CFP®
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional, Senior Financial Advisor, and Portfolio Manager; as well as the senior partner of the team. He has been with Merrill since 2006.
Ryan began his career at Morgan Stanley Smith Barney in Boston, in 2001 where he worked with a team of advisors, specializing in the construction of municipal bond portfolios. In 2003, his career brought him to New York City when he was offered a role at Deutsche Bank's municipal remarketed trading desk. In 2006, Ryan decided to take his extensive knowledge to Merrill Lynch Wealth Management where he began playing a direct role in the investment of Institutional portfolios. Since then, that role has expanded to include the management of both Institutional as well as Executive Committee wealth and estate planning needs. Ryan is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Ryan graduated from the Boston University School of Management in 2003 with a degree in finance, and currently lives in New York City.
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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
