Ria G Bongiovanni
Advisor at Merrill — Bloomington, MN Norman Center Dr
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
10 years
Location
Bloomington, MN 55437
Merrill
Institution
Ria Bongiovanni is the Resident Director and Wealth Management Advisor at Merrill’s Bloomington, Minnesota office. In her role, she works closely with a diverse clientele, including intergenerational families, corporate executives, business owners, attorneys, athletes, and entertainers. Her areas of focus encompass college education planning, corporate benefits and executive services, family wealth management strategies, socially responsible and values-based investing, as well as personal retirement planning. She aims to provide clients with tailored wealth management strategies that reflect their individual goals and values.
Ria holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her bachelor's degree from Iowa State University and is proficient in both English and Spanish. Beyond her advisory responsibilities, Ria contributes as the Resident Director of her Merrill office and supports Merrill’s Local Diversity & Inclusion Committee. She also engages in public speaking on financial wellness, investing, continuing legal education, and business and marketing strategies.
Outside of her professional life, Ria’s interests include music and the arts, particularly writing and performing jazz piano and singing, as well as Bhangra dance. She participates in athletic activities such as triathlons, yoga, and pickleball. Ria values community involvement and spends time with family and friends, serves on boards, volunteers, and travels. She also supports financial education initiatives like Better Money Habits and Studiiyo Scholars.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Bloomington, MN Norman Center Dr
8300 Norman Center Dr
Bloomington MN 55437
Advisors at this office
24
Minnesota · New Hampshire · Texas
10 years of industry experience
Bank Of America, N.a.
2023 - Present • 3 years
Bloomington, MN
Merrill
2023 - Present • 3 years
Bloomington, MN
Bank Of America, N.a.
2016 - 2023 • 7 years
Bloomington, MN
Merrill
2016 - 2023 • 7 years
Bloomington, MN
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