Merrill Lynch / Ryan Coakley

Merrill Lynch / Ryan Coakley
Listing Category
Contact Name
Ryan Coakley
Short Description
Wealth Management Services and Banking Solutions. Focused on helping you pursue your financial goals.

At Merrill Lynch, we believe that wealth isn't just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill Lynch thought leaders and can offer access to Bank of America's products and services to help unlock opportunities tailored to clients' needs. Starting with your life priorities as a foundation, your Merrill Lynch advisor can recommend a wide variety of financial solutions to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you—not the market—at the center of all we do.

Ryan started his career with Bank of America in 2005. After spending time as a Financial Center Manager throughout the Hudson Valley, he joined Merrill Lynch in 2015 and brings experience from the retail side of the business. Ryan is a graduate from The College of Westchester who currently holds the Series 7 and 66 FINRA registrations as well as Life and Health Insurance Licenses with New York State.

Ryan is a member of The Cornwall Lions Club, Greater Cornwall Chamber of Commerce, Orange County Chamber of Commerce and the Hudson Valley Networking Alliance.

He is a lifelong resident of Orange County, who currently lives in New Windsor with his wife Courtney and son Ethan.

Helping you pursue your goals has always been our goal. Choose from a wide range of financial capabilities including, but not limited to:” Education Funding Strategies, Tax Minimization Strategies, Personal and Business Retirement Planning, Succession Planning, Home and Securities-Based Lending, Estate Planning, Investment Selection, Asset Allocation, Risk Profile Analysis, Social Security Optimization Strategies.

90 Crystal Run Rd, Middletown, NY 10941