Advisor at Merrill
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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.
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
2009 - Present (17 years)
ChFC®, Series 63, Series 66
Greensburg, PA
Edward Jones
CFP®, Series 66
Greensburg, PA
Edward Jones
Series 66
Irwin, PA
Edward Jones
Series 63, Series 66
Monroeville, PA
Edward Jones
Series 63, Series 65
Pittsburgh, PA
Edward Jones
Series 63, Series 65, Series 66
Greensburg, PA
Merrill
Wendy Semkus serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those goals. She provides ongoing advice, adjusting plans as clients’ situations change. Wendy’s expertise encompasses a range of personal financial priorities, including purchasing a home, funding education, managing elder care, and preparing for healthcare needs. She brings a focus on aligning financial plans with clients' unique perspectives and objectives. Wendy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Mount St. Mary's University.
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