Business Description

Bill adheres to a discilined process and before any financial decisions are made, he considers your whole life, taking the time to consider what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Bill is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total Merrill® to connect all the pieces of your financial life. Bill can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or
business.

Bill has been in the financial industry for 15 years, has corporate finance, merger and acquisition, and cash flow financing experience. He is a former US Marine and graduate of New England College. Bill currently lives on Maryland's eastern shore with his wife and two daughters.

General Information

Gender:

Female

Firm CRD#:

7691

States Licensed in:

DE, MD, VA, NJ(ins)

Years of Experience in Financial Services:

Work Experience:

Investment Banking
Institutional Research Sales
Commercial Credit Sales

Education

Academic Background

New England College - BA Psychology
New York Institute of Finance - Accounting Courses
The American College - Fundamentals of Investments for Financial Planning
College for Financial Planning - Chartered Retirement Planning Consultant (candidate)

Services

Investment Types:

Variable Insurance Products, Alternative Investments, Bonds, Stocks, Annuities, Mutual Funds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CFP Candidate

Securities Licenses:

Series 7, Life & Health, Series 66

Firm Information

Number of Advisors in Office:

Over 1000 employees

Firm's Number of Clients:

2.6mm

Assets Managed by Firm:

1.8 Trill

Advisor's Number of Clients:

>70

Assets Managed by Advisor:

>20mm

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:

100000

Compensation Methods:

Commissions, Based on Assets

Fee % Based on Assets:

0.80-3ï1405162266=Fees range depneding on asset type, account size, and manager fees.

Minimum Fee Charged for Managed Accounts:

0.75

Prepared By:

Bill Ryon