Ryan Sanders
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ryan Sanders is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies tailored to clients' unique priorities and goals. Ryan works with families and businesses to develop comprehensive plans encompassing investment, retirement, college education planning, executive compensation, small business strategies, and more.
Ryan holds a Bachelor's degree in Financial Planning and a Master's degree in Sport Management from The University of Alabama. He is a Personal Investment Advisor (PIA) and emphasizes long-term relationships and client success through a deep understanding of each client's full financial picture. Ryan is actively involved in his community, participating in organizations such as Ducks Unlimited, Holy Spirit Catholic School in Tuscaloosa, the Kiwanis Club of Tuscaloosa, Quail Forever, St. Francis of Assisi University Parish, and the West Alabama Chamber of Commerce.
Originally from Birmingham, Alabama, Ryan is married to his wife, Beth, and they have three daughters. Outside of his professional work, he enjoys coaching his daughters' sports teams and spending time outdoors through activities like hunting, camping, fishing, and hiking.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
College savings (529s, UTMA, etc.)
Demographic focus
Parents
Married/Couples/Partners
Work history
BANK of AMERICA, N.A.
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
The University of Alabama
2016 - 2019 (3 years)
The University of Alabama
2014 - 2019 (5 years)
The City of Hoover
2009 - 2016 (7 years)
The University of Alabama
2003 - 2018 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Robert T
Series 66
Tuscaloosa, AL
Merrill
Robert Tanner is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Indian Wells, California. He holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). After earning a bachelor's degree from the University of California at Santa Barbara, Robert began his career as a Financial Advisor in 2006. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Robert focuses on wealth planning, investing, retirement planning—whether preparing for retirement or maintaining a retirement lifestyle—and client relationship development. He serves on the Board of Directors of the Family YMCA of the Desert. Born and raised in Palm Desert, California, Robert lives there with his wife and two children. Outside of work, he enjoys coaching his children’s sports and spending time outdoors.
Lawrence W
Series 63, Series 65
Tuscaloosa, AL
Fidelity
Larry Weil is an Investment Consultant who partners with clients to understand their unique situations and collaboratively build plans aimed at achieving their financial goals. He has experience in wealth management, having served as Director of Wealth Management at Blake Butler Northwestern Mutual from 2014 to 2020.
Paige L
Series 66
Tuscaloosa, AL
Merrill
Paige Lombardy serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been a financial professional since 2006, initially working as a CPA before transitioning to her current advisory role. Paige focuses on family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Mississippi State University and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Paige emphasizes understanding clients' life priorities to develop personalized financial strategies aligned with their goals and aspirations. Paige is committed to community involvement and volunteers with local organizations. Outside of work, she enjoys cooking, fishing, gardening, interior decorating, reading, and spending time with her family.
John G
Series 66
Northport, AL
Edward Jones
Curtis B
Series 66
Tuscaloosa, AL
Edward Jones
Steven S
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
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