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Robert T

Series 66

Tuscaloosa, AL

Merrill

Robert Tanner is a financial advisor at Merrill in Tuscaloosa, AL, holding a Series 66 credential with 14 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Paige L

Series 66

Tuscaloosa, AL

Merrill

Paige Lombardy serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been a financial professional since 2006, initially working as a CPA before transitioning to her current advisory role. Paige focuses on family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Mississippi State University and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Paige emphasizes understanding clients' life priorities to develop personalized financial strategies aligned with their goals and aspirations. Paige is committed to community involvement and volunteers with local organizations. Outside of work, she enjoys cooking, fishing, gardening, interior decorating, reading, and spending time with her family.

Wealth management General retirement planning Retirement income strategy Multi-generational wealth transfer Charitable giving & philanthropy Women Professionals Women's Finance Married/Couples/Partners Parents
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Ryan S

Series 66

Tuscaloosa, AL

Merrill

Ryan Sanders is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial strategies to families and businesses, focusing on areas such as college education planning, executive compensation, retirement income, and family wealth management. Ryan holds a Bachelor's Degree in Financial Planning and a Master's Degree in Sport Management, both from The University of Alabama. He holds the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding clients' life priorities to create tailored wealth management plans. Originally from Birmingham, AL, Ryan is actively involved in his community through organizations such as Ducks Unlimited, Kiwanis Club of Tuscaloosa, and Holy Spirit Catholic School. He is married to his wife Beth, and they have three daughters. Outside of his professional work, Ryan enjoys coaching his daughters' sports teams and spending time outdoors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Parents Married/Couples/Partners
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