Financial Advisor, Merrill Lynch

LWM Group

Global Wealth Management

DEMOCRACY CENTER
6836 DALLAS PARKWAY
Floor 03
PLANO, TX 75024

Phone: 972.384.2021
Email:

Directions to Branch

PROFESSIONAL STAFF

972.384.2011Wealth Management Advisor
972.384.2021Wealth Management Advisor
972.384.2018Wealth Management Advisor
972.384.2006Registered Client Associate

PROFESSIONAL PROFILE

Ryan P. McCuller
Ryan joined Merrill Lynch in 1996 and has more than 13 years of financial services experience. He brings an extensive estate planning and risk management background to our team. Ryan is responsible for implementing hedging strategies for concentrated stock positions and company stock options, equity selection, and third-party portfolio manager due diligence. He received his B.A. in finance from the Univ. of North Texas and his CIMA® through the Univ. of Pennsylvania. He lives in Lewisville, Texas with his wife Kristin and daughter Ashley.

Mark R. Massey
Mark joined Merrill Lynch in 2006 from Morgan Stanley's Global Private Client Group and has more than 12 years of financial services experience. He brings a strong financial planning and modeling background to our team. Mark is responsible for our financial and wealth modeling, equity screening and selection, fixed income analysis, and internal portfolio construction and monitoring. He received his B.A. in political science jointly from Harding Univ. and the Univ. of Arkansas and his M.B.A. from the Univ. of Arkansas. Mark also received his CFP® certificate through the Univ. of North Texas and his CIMA® through the Univ. of Pennsylvania. Mark and his wife Karla reside in Plano, Texas.

Brian J. Dorney
Brian joined Merrill Lynch in 1980 and has more than 29 years of financial services experience. He brings a strong investment management background to our team. Brian is responsible for macroeconomic policy, technical analysis, and fixed income and equity selection. He received his B.S. in engineering from New York Univ. He and his wife Beverly live in Plano, Texas and have two adult daughters Christine and Kelley.

Jennifer A Ruddock
Jennifer joined Merrill Lynch in 2004 from Fidelity Investments and has more than 12 years of financial services experience. As the team's Registered Client Associate, she is responsible for the administrative and operational needs for our team and clients. Jennifer attended the Univ. of North Texas and focused on business studies. She resides in Frisco, Texas with her two children Riley and Catherine.

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Ryan P. McCuller is registered to do business in: AL, AZ, CA, CO, DC, FL, GA, IL, KS, MO, NC, NJ, OK, SC, TX, UT, VA, WA, WY

Brian J. Dorney is registered to do business in: AR, CA, CO, FL, KS, LA, NC, NJ, NY, OK, PA, TN, TX

Mark Massey is registered to do business in: AR, AZ, CA, CO, FL, GA, IL, KS, MO, NC, NJ, SC, TX, VA, WY

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Client Commitment

 

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