PROFESSIONAL PROFILE
For more than 5 years, Ryan has been providing personal wealth management and in-depth planning to individuals, business owners, and senior executives. He utilizes a disciplined and proactive approach to protect and preserve family wealth. Because every relationship must be a good fit for both the client and advisor, Ryan strives to develop deep, personal relationships with each family. Ryan's background in mathematics and economics facilitate the level of advice and knowledge behind every client relationship and financial decision.
Ryan D. Bouchard, CRPC®
Financial Advisor
Ryan emphasizes an in-depth planning process which typically involves future cash flow, asset allocation, estate and trust, retirement, tax, and education planning. He specializes in delivering highly customized investment plans that are designed to minimize risk. Some of his clients' most important goals include: reducing portfolio volatility, transferring wealth to the next generation, selling a business, and creating an income stream for retirement. Alternative investments often play an important role in achieving these common requests. Ryan believes his role as your family's advisor is never complete and follows a diligent review schedule to monitor your financial plan and changing needs.
Ryan joined Merrill Lynch in 2007 and holds the Chartered Retirement Planning Counselor™ designation as well as NASD securities licenses 7 & 66, and is also a registered insurance agent. In 2010, Ryan was recognized by Merrill Lynch and selected to the firm's distinguished Executives Club. In addition, Ryan serves as a mentor to newly hired, aspiring Financial Advisor trainees. He is a graduate of Stonehill College with a degree in Mathematics and Economics, and is an active member of Safari Club International, Ducks Unlimited, and Old Colony Sportsman's Association.
M. Sharon Foy
Senior Registered Client Associate
Sharon has been with Merrill Lynch for over 25 years. Sharon was an Administrative Manager for over 15 years before voluntarily leaving management and taking on her new role as a Senior Registered Client Associate. Sharon's vast experience and dedication to providing clients with the highest level of service is one of her distinguishing trademarks. Sharon holds the Series 4, 7, 12, 24, 53, 63 & 65 licenses.