Advisor at Merrill
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Troy Shreckengast is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1996, Troy has been dedicated to helping high-net-worth clients simplify their financial lives by focusing on their unique goals and concerns. He employs a goals-based wealth management process supported by global resources and current technology to assist clients in pursuing financial lifestyles that are meaningful to them.
With experience dating back to 1993 in the financial services industry, Troy specializes in areas including estate planning services, investments, tax minimization strategies, wealth transfer, retirement income, and philanthropy. He prioritizes client service founded on the principles of integrity, reliability, and commitment, developing customized strategies tailored to clients’ personal circumstances and priorities. His approach integrates his expertise with the capabilities of a global leader to deliver client recommendations aimed at optimizing resources and achieving financial objectives.
Troy holds a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from Messiah College. Outside of his professional work, he enjoys fishing, football, hiking, music, running, and spending time with his family.
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1996 - Present (30 years)
CFP®
Lititz, PA
Aries Financial Navigators, Inc.
Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
Series 66
Stevens, PA
Edward Jones
Series 66
Lancaster, PA
Edward Jones
Series 66
Millersville, PA
Edward Jones
Series 66
Lititz, PA
Edward Jones
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Ephrata, PA
Edward Jones
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