Narragansett, RI Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,478 advisors across 3,094 offices

Location

Narragansett RI

Advisors at this office

1

Advisors at this office

Tyler S

Series 66

Narragansett, RI

Merrill

Tyler Stone is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing advisory services since 2015. He specializes in developing strategies and offering advice tailored to individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Tyler primarily works with private equity and financial services partners, corporate executives, and medical professionals. Tyler holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Stamford. He earned a Bachelor's Degree in Finance from the University of Rhode Island. In addition to his professional pursuits, Tyler participates in community service activities, volunteering with organizations such as Habitat for Humanity, the Rhode Island State Police, and the South Kingstown Partnership for Prevention. He balances his time between New York City and Narragansett, Rhode Island, with his wife, Raquel. His personal interests include baseball, basketball, football, interior decorating, soccer, spending time with his family, watching movies, and woodworking.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Business ownership considerations Executive Financial Professional Doctor or Medical Professional
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