Ryan Bergmann of Burlington, former financial adviser at Morgan Stanley, has been named vice president, registered investment adviser and certified plan fiduciary adviser at the independent financial advisory firm SilverLake Wealth Management in Williston.
At Morgan Stanley, Bergmann developed personalized financial plans that addressed the cash flow and risk management needs of each client. Prior to that, he worked in the San Francisco area for GAP Inc and Keurig Dr Pepper, where he helped manage the allocation of financial resources for the two large public companies.
In his new position, Bergmann helps clients understand their financial challenges so they can make more confident decisions about their wealth. Holding the certified plan fiduciary adviser license allows him to effectively evaluate, design, implement and manage an employer-sponsored retirement plan.