Tony Ranallo
Managing Director, Wealth Management Advisor
- Role
- Wealth Management Advisor, Managing Director at Merrill Lynch
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Tony Ranallo
I am a Managing Director and Wealth Management Advisor at Merrill where I oversee the Ranallo Group, one of the largest wealth advisory teams in Iowa. We work with corporate retirement plans and qualified individuals, focusing on retirement asset accumulation and distribution strategies. Our practice currently advises attorneys, physicians, business owners, and corporate retirement plans.For individuals, we provide value to our clients with our extensive background in investment analysis and asset allocation. We oversee all aspects of your financial life, offering the following customized services- Investments- Retirement Planning- Trust and Estate Planning Services- Access to Banking & Cash Management Services through Bank of America, N.A.For our corporate retirement plan clients, we review expenses, investment performance, participant education, and fiduciary liability. The goal of the relationship is an effective retirement plan that allows for successful outcomes for employees.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for certification.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.
Experience
Wealth Management Advisor, Managing Director
Jun 2008 — Present
Education
Arizona State University
Bachelor's Degree
2000 — 2002
College for Financial Planning
Master's Degree
2002 — 2006
Skills
- Retirement Planning
- Wealth Planning
- Asset Management
- Institutional Consulting
- Goals Based Investment Strategies
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