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Tyler S

Series 66

Narragansett, RI

Merrill

Tyler Stone is a Financial Advisor at Merrill Lynch Wealth Management, where he has been developing investment strategies and providing tailored financial advice since 2015. He works with individuals, their families, and businesses to understand their short- and long-term financial objectives, focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Tyler primarily serves private equity and financial services partners, corporate executives, and medical professionals. Tyler holds a Bachelor's degree in Finance from the University of Rhode Island and the Chartered Financial Analyst® designation. He is also a Chartered Retirement Planning Counselor and a Personal Investment Advisor. He is a member of the CFA® Society of Stamford and the Association for Financial Professionals. Tyler splits his time between New York City and Narragansett, Rhode Island, with his wife, Raquel. He participates in community service through volunteering with organizations including Habitat for Humanity, the Rhode Island State Police, and the South Kingstown Partnership for Prevention.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Financial Professional Executive Doctor or Medical Professional
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