Joseph Lux

Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.

Casey Shultz is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in August 2022. He specializes in delivering tailored wealth planning strategies for individuals and organizations, helping clients meet their current and long-term financial objectives. Casey emphasizes a personalized approach to financial planning, recognizing the unique circumstances and goals of each client. His expertise includes divorce transition planning, education planning, personal retirement planning, small business strategies, investment strategy, and tax minimization. Prior to joining Merrill, Casey had over ten years of experience in union roles, including positions as a railroader at CSX Transportation and transportation manager at US Steel Corporation. He also worked as a Banker for PNC Financial Services directly before his current role. Casey holds a Bachelor’s degree in Finance and an MBA from Excelsior College in Albany, NY, and has earned the Chartered Retirement Planning Counselor™ designation, as well as the CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor credentials. He is fluent in English and Spanish. Outside of his professional work, Casey is involved with the Westmoreland Food Bank and the Westmoreland Symphony Orchestra. He enjoys baseball, bowling, cooking, football, golfing, music, and spending time with his family. Casey lives with his wife Leah and their son, Xander.

David Nader is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 1982, he has focused on developing financial strategies and recommendations tailored to the needs of individuals, families, and businesses. His approach emphasizes building relationships grounded in trust, integrity, and confidentiality, taking into account clients’ short- and long-term financial objectives. His client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. David holds a bachelor's degree in Business Administration from Duquesne University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is a member of the Porsche Club of America and participates in volunteering activities at his church. David resides in Murrysville, PA with his wife Beth and their two children. His personal interests include cooking, music, photography, and scuba diving.