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The Ryan Group

Private Wealth Advisors
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Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Stephen D Ryan

Stephen D Ryan

Senior Vice President

Private Wealth Advisor

585.383.5717
Amy E Mckay

Amy E Mckay

Senior Private Wealth Associate

585.383.5714
Matthew  Ryan

Matthew Ryan

Private Wealth Manager

585.383.5757

Additional Resources

Anthony  Imbriano

Anthony Imbriano

Structured Credit Executive

Bank of America, N.A.

Rawson Hubbell

Rawson Hubbell

Wealth Strategist

Merrill Lynch

Vic Diune

Vic Diune

Trust Specialist

Bank of America, N.A.

Solutions designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Who We Are

The Ryan Group is a Private Wealth Management team at Merrill Lynch that focuses on assisting ultra-affluent individuals and families navigate the financial aspects of their lives.  With offices in Rochester, NY and Philadelphia, PA, our team manages a total of forty high net-worth households located throughout the United States. We have over fifty years of combined industry experience, and each of our team-members possess complementary skillsets that allow us to offer a robust and thorough suite of services.  Our investment strategies are tailor-made for each client and built upon the unique aspects of their financial situation, so that we can provide the most accurate and practical wealth strategies possible for them and their families.  

Our Practice

We understand the unique complexities, opportunities, and risks that accompany possessing substantial wealth, and our practice is ably suited to handle even the most obscure of challenges.  Whenever clients are at a financial crossroads, we are there to help them make the most informed decision possible.  Some of our areas of focus include:

  • Investment Planning, Management, and Risk Mitigation
  • Wealth Transfer
  • Alternative Investment Strategies
  • Concentrated Stock and Liquidity Issues
  • Private Sales and Divestiture
  • Wealth Advisory
  • Philanthropic Services
  • Custom Lending Solutions
  • Banking Services available through Bank of America

We place great emphasis on the asset allocation process when developing wealth plans, ensuring that a client’s investments and risk exposure are consistent with their goals and financial profile.  We consider both the degree of upside potential and an honest assessment of downside risk, in order to provide clients with a comprehensive view of their finances and the tools needed to help achieve their goals.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The Ryan Group

Private Wealth Advisors