Ryan Bertenshaw, Awma™ Email & Phone Number

The Bertenshaw-Fielder Wealth Management Group combines the culture of a boutique-like family office with the backing and resources of a global financial institution. Our mission is to provide the highest level of professionalism, responsiveness and service in a comfortable, honest and supportive environment. Based in Phoenix, Arizona, our team has been assisting affluent individuals and families across the country for more than 40+ years. A typical day can be spent answering the following questions: • If something unexpected happens to me, will my spouse and children be okay? • How much can I spend each year (pre-, semi- or post-retirement)? • When is the best time to begin 'gifting' assets to the next-generation? In addition to helping families navigate the sale of their business, our team has a special passion, focus and first-hand experience educating and empowering 'suddenly single' women to gain and maintain financial confidence, security and independence. Outside of work I enjoy spending my time golfing, skiing and watching U of A basketball. I earned my degree from the 'Harvard of the West' – Eller College of Management at the University of Arizona. I am actively involved with St. Vincent de Paul, the Young Visionaries Board (Y.O.B.), the Merrill Women's Exchange, Merrill's Next-Generation Leadership Council and Brophy College Prep. *Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Listed skills include Market Research, Public Speaking, Project Management, Social Networking, and 9 others.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Dec 2017 - Present - New York, Ny, Us

  My team provides access to the various services offered at Merrill & Bank of America which include: - Exit/Business Succession Planning - Trust Administration through Bank of America Private Bank - Sell Side M&A via Bank of America Private Sale Referral Network (PSRN) - Lending through Bank of America, N.A. (Personal and Business) - Stock Option Analysis - Concentrated Stock Strategies - Cash Balance Plans - Private Equity - Charitable Planning - Corporate Cash Management *Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. *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. Bank of America Private Bank is a division of Bank of America, N.A.