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- Trust & Estate Services2
- Education Funding Strategies1
Ryan Follett is a Financial Advisor with Merrill Lynch. As a former educator, Ryan brings a unique approach to establishing long-range financial strategies for clients, personalized according to their risk tolerance, cash-flow needs, and time horizon. He enjoys educating clients on the different pathways available to them to foster financial success and help reach individual wealth goals. Ryan utilizes his experience in the classroom with his knowledge in financial services to help ensure clients are well-versed in the customized choices available to them to ultimately obtain the overall wealth milestones they strive toward.
Ryan began his Merrill Lynch career in 2019. Previously, he spent over three years working with corporate benefit programs, including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans. Before entering the financial services industry, Ryan taught mathematics to high school students and coached football, basketball, track, and tennis for 5 years, including in the Brazosport and Columbia-Brazoria Independent School Districts. A proud longhorn, he earned his B.S. in Mathematics from the University of Texas at Austin. Ryan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Accredited Asset Management Specialist (AAMS®) designation through the College for Financial Planning.
A native of Brazoria County, Ryan strives to give back to his community and remains active in local faith-based service organizations and programs, such as Sweeny United, a summer program assisting elderly and high-needs families with rebuilding and revitalization projects. He also enjoys live music, good-natured competition on the basketball court, and socializing with friends and family.
Ryan and his wife, Jessica, returned to their hometown of Sweeny after four years of enjoying live music and UT football in Austin.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Accredited Asset Management Specialist(SM) and AAMS® are registered service marks of the College for Financial Planning.
The University of Texas
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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