Ryan Iles

Advisor at Merrill

Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Saginaw, MI 48604

About

Ryan Iles is a Wealth Management Advisor and managing partner with the Iles Schropp Group at Merrill Lynch Wealth Management. As a senior partner, he works closely with a diverse client base that includes individuals, families, business owners, large foundations, endowments, nonprofit institutions, and corporate retirement plans across the United States. He focuses on areas such as family wealth management, legacy planning, retirement income, tax minimization, education planning, and services for mission-driven organizations.

Ryan joined Merrill and the Iles Schropp Group in 2005 and has since pursued a commitment to lifelong learning, earning professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor's degree from Central Michigan University. Ryan is proud to co-lead a team recognized among Forbes "Best-in-State Wealth Management Teams" for multiple consecutive years.

Residing in Saginaw Township, Michigan, Ryan lives with his wife, Chelsea, their two children, Brayden and Brooklyn, and their dogs. He and his family participate actively in their community and church and enjoy outdoor activities, traveling, and spending time with friends and family. Ryan's personal interests include endurance sports, boating, golfing, painting, running, scuba diving, skiing, and artistic pursuits. He engages with several local professional and charitable organizations, including River End Preserve, Saginaw Leadership Cares, Child & Family Services of Saginaw, Saginaw YMCA, The Saginaw Club, and Versiti Blood Center of Michigan.

Expertise

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Charitable giving & philanthropy

Demographic focus

Parents Mid-Career Professionals

Work history

Bank Of America, N.a.

2012 - Present (14 years)

Merrill lynch, pierce, Fenner & Smith incorporated

2008 - Present (18 years)

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