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Reviews for Merrill Lynch Financial Advisor Ryan Conners-Copeland

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  • January 2023

    If I can give 0 star, I would. I have been banking with Bank of America for many years, so when I decided to roll over my 401k, I signed up with Merrill Lynch (owned by BOA). That was a mistake, and I will never use this company again. 1) Impossible to reach. You will be put on hold for 1hr or longer each time you call. 2) They pay your cash position the worst possible rate. I had my account with them for 3 years. Due to a surgery, I did not check the account balance for a while. I have a IRA with Fidelity which pays normal market interest for cash positions, I have 3 times more funds in Merrill, and in 3 years time, they only paid $8 for my funds, which means Merrill... read full review

  • July 2021

    This company was entrusted with our savings and our retirement accounts. Their advisor, Sherman Lee, in their Bay Area office, lost almost all of our money investing in his choice of stocks, pouring 75% into one stock that went bust. He did not contact us when we lost nearly everything and was difficult when asked to turn over what little was left to us. STAY AWAY from this guy and this firm.

  • February 2021

    Merrill Lynch has been the biggest pain in my butt I can remember. I have literally spent over 8 hours in the last two days trying to contact ANYONE who knows what they are doing. I spent the whole day on hold and shuffled from one clueless representative to another. Merrill Sucks!

  • Merrill Lynch Financial Advisor Ryan Conners-Copeland

    1331 N California Blvd suite 400/700, Walnut Creek

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