Runia Team, Private Wealth Advisors

R. Scott Runia, CIMA® ( view profile )
Private Wealth Advisor

(801) 426-6090

Dane Runia, CFP®, CRPC® ( view profile )
Private Wealth Management

(801) 426-6020

Ryan Runia ( view profile )

(801) 426-6074

Thomas Soffe ( view profile )
Reg Financial Analyst

(801) 426-6050

Kimberly Davis ( view profile )
Reg Private Wealth Assoc

(801) 426-6008

Nikki Walker ( view profile )
Private Wealth Assoc

(801) 426-6045

Jayne Smith ( view profile )
Private Wealth Assoc

(801) 426-6021

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Runia Team

Runia Team

Private Wealth Advisors

5152 N. EDGEWOOD DRIVE  Ste. 300
PROVO, UT 84604 

Phone(801) 426-6045

Our Philosophy

Attaining significant wealth in a lifetime is a rare accomplishment. We understand that the preservation and management of such wealth require an equally exceptional standard of care.

At the Runia Group, we know that clients have needs that go beyond asset management. We are listeners and problem solvers. Moreover, we selectively draw upon the global resources and intellectual capital of Merrill Lynch to devise specific strategies for the unique priorities of each client.

The Clients We Serve

We work with ultra-high-net-worth families to simplify and streamline their complex financial affairs so that they can focus on the aspects of life they find most gratifying. We recognize that clients often nurture a number of financial goals. We develop strategies to enable clients to pursue multiple goals simultaneously – whether they involve maintaining a desired lifestyle, promoting a lasting legacy, or enacting a vision for philanthropy.

Our Established Leadership

We have helped clients with a wide range of financial needs:

  • Evaluating opportunities
  • Selling companies
  • Taking companies public
  • Monetizing concentrated holdings
  • Collecting art
  • Financing aircraft
  • Managing trusts
  • Holding investment seminars
  • Educating second-generation family members
  • Effecting philanthropic visions
  • Designing and implementing investment strategies

    Our Values

    We have built our wealth management practice on a commitment to customized attention, in-depth strategy, and exceptional service. Economic conditions and financial markets vary, but our focus remains the same: helping clients pursue the goals that are most meaningful to them, their families, businesses, and communities.

  • R. Scott Runia, CIMA®

    Private Wealth Advisor

    After graduating from Brigham Young University with a degree in Finance, Scott played professional basketball in Europe. He returned to Utah in 1982 to begin his career in financial services with Merrill Lynch. Over the course of his career, Scott has provided wealth management strategies and services that cater to the needs of ultra-high-net-worth families. He is particularly skilled in investment management, wealth preservation, and tax-sensitive income strategies.

    Scott has been recognized by Barron’s magazine as the number one Financial Advisor in Utah from 2010 through 2013 inclusively and one of the top 1000 Financial Advisors in America.1 In 2013, The Financial Times named Scott to its list of the Top 400 Advisors.2 Scott holds the Certified Investment Manager Analyst® designation (CIMA®) sponsored by the Investment Management Consultants Association (IMCA) at the Wharton School.

    In addition to waterskiing and other outdoor recreation, Scott and his wife Tammy stay active with their seven children and by volunteering their time supporting local educational and religious organizations.


    ________________________________________ 1Barron’s Magazine, 2010 – 2013: Advisors considered for the "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. 2The Financial Times Top 400 Financial Advisors, April 11, 2013. The Top 400 list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The full methodology is published here: http://www.money-media.com/ft400.shtml.

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    R. Scott Runia, CIMA® is registered to do business in:AZ, CA, CO, DC, FL, GA, ID, MI, MO, NC, NJ, NM, NV, NY, OH, OR, SC, TX, UT, WA, WY
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    Dane Runia, CFP®, CRPC®

    Private Wealth Management

    Dane joined Merrill Lynch in 2006. He works closely with ultra-high-net-worth clients to define their financial goals and design customized strategies to pursue their priorities. Within the Runia Group, Dane manages the team’s equity portfolios, market-linked investments and alternative investments.* Dane is approved as a Portfolio Advisor within the Merrill Lynch Personal Investment Advisory® (PIA) Program for specially qualified Merrill Lynch Financial Advisors. As a Portfolio Advisor in this program, he can use a wide range of proprietary model portfolio strategies to help clients meet their investment objectives.

    Dane is experienced in advising clients about estate planning services, tax minimization strategies, stock option analysis, insurance, and annuities. He also helps manage and service the 401k plans administered by the Runia Group.

    Dane earned his B.S. in Business Finance from Brigham Young University. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation awarded by the College for Financial Planning.

    Dane lives in Provo, Utah, with his wife Stacy and their three children.

    * Some or all alternative investments may not be suitable for certain investors.

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    Dane Runia, CFP®, CRPC® is registered to do business in:AZ, CA, CO, DC, FL, GA, ID, MI, MO, NC, NJ, NM, NV, NY, OH, OR, SC, TX, UT, WA, WY
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    Ryan Runia

    Ryan joined Merrill Lynch in 2006. As a member of the Runia Group, he helps ultra-high-net-worth clients develop integrated financial strategies to pursue their business, family, and philanthropic goals. Within the Runia Group, Ryan has a number of responsibilities. He heads fixed income research and trading, municipal bond portfolio construction, and portfolio hedging for the team. He is also in charge of personal and commercial lending, mutual fund analytics and implementation, and Initial Public Offering (IPO) placements for the group.

    Ryan is approved as a Portfolio Advisor within the Merrill Lynch Personal Investment Advisory® (PIA®) Program for specially qualified Merrill Lynch Financial Advisors. As a Portfolio Advisor in this program, he can use a wide range of proprietary model portfolio strategies to help clients meets their investment objectives. Ryan holds a Bachelor’s degree in Business Management and Digital Media from Utah Valley University.”

    Ryan is active in his church and enjoys working with the Boy Scouts of America.

    Ryan and his wife Cari love to spend time with their four children. Ryan enjoys his children’s school and sporting events, as well as traveling with his family. Ryan’s other passion is technology; he loves to be up-to-date with the latest gadgets and computers.

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    Thomas Soffe

    Reg Financial Analyst

    Thomas began his financial services career in 2012 at JP Morgan Chase in its commercial banking division. In 2013, he joined the Runia Group at Merrill Lynch. Thomas focuses on research, reporting, financial analysis, and client support. He is responsible for preparing materials for client reviews. He also creates educational materials for clients and assesses investment options for the team.

    Thomas earned his B.S. in Business Management with an emphasis in Finance from Brigham Young University.

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    Kimberly Davis

    Reg Private Wealth Assoc

    Kim joined Merrill Lynch in 2000. Within the Runia Group, Kim supports high-net-worth and corporate clients with a range of financial needs. Committed to exemplary client service, Kim has served as a member of Merrill Lynch’s Advisory Council to Management, a leadership council within the Firm. She holds a Bachelor’s degree in General Studies from Brigham Young University.

    Kim lives in Springville, Utah, with her husband Rich and their two children.

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    Nikki Walker

    Private Wealth Assoc

    Nikki has been with Merrill Lynch since 1996. Her experience with Merrill Lynch Bank, USA, has provided Nikki with significant knowledge of the firm’s liability management products and services. She also provides client relationship support.

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    Jayne Smith

    Private Wealth Assoc

    Jayne joined Merrill Lynch in 2013. Within the Runia Group, Jayne assists Private Banking and Investment Group clients with a range of financial needs. She prides herself on delivering timely and helpful service.

    A graduate of Brigham Young University, Jayne enjoys gardening, running, and hiking in her free time. She loves living in Provo near so many mountains.

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    R Runia is registered to do business in:AZ, CA, CO, DC, FL, GA, ID, MI, MO, NC, NJ, NM, NV, NY, OH, OR, SC, TX, UT, WA, WY

    Dane Runia, CFP®, CRPC® is registered to do business in:AZ, CA, CO, DC, FL, GA, ID, MI, MO, NC, NJ, NM, NV, NY, OH, OR, SC, TX, UT, WA, WY

    For questions regarding registration information please contact your Financial Advisor.
    C8476318 (JCA*******801)