Riley Dohner

About Riley Dohner

I’m beginning my career in wealth management through Merrill’s ADP Client Associate program, where I’ll be developing my skills in client service, relationship management, and investment support while earning the required industry licenses. I’m motivated by the opportunity to work directly with clients, support advisors, and contribute to a team that helps people feel more confident in their financial futures.As a former student-athlete and captain of the University of Delaware hockey team, I learned how to lead under pressure, communicate clearly, and hold myself to a high standard. Those experiences shaped the way I work today, competitive, disciplined, and always focused on improvement.My long-term goal is to grow within wealth management, continue building my technical and interpersonal skills, and become a trusted professional in the industry. I’m always open to connecting with others in finance, learning from experienced professionals, and expanding my network.

Experience

1. Wealth Management Client Associate

   Merrill Lynch

   Dec 2025 — Present · Allentown, PA, US

   Support Merrill financial advisors with client onboarding, account management, and day-to-day servicing across investment and retirement platforms.• Work closely with clients to address service needs, process account requests, and ensure a smooth and compliant experience within Merrill’s wealth management systems.• Complete licensing requirements including SIE, Series 7, and Series 66 as part of the Advisor Development Program to expand responsibilities and support future advisory functions.• Collaborate with advisors and internal teams to prepare reports, assist with investment workflows, and contribute to overall client relationship management.

Education

• University of Delaware

  Bachelor of Business Administration - BBA, Marketing

• University of Southern Maine

  Marketing

• Lower Dauphin High School

  High School Diploma