Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Ryan Follett is a Financial Advisor with Merrill Lynch Wealth Management. 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 to help ensure they are well-versed in the customized choices available to them to ultimately obtain the overall wealth milestones they strive toward.
Ryan began his Merrill 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 Sweeny in Brazoria County, Ryan strives to give back to his community. He is a member of the Sweeny Independent School District Education Foundation and remains active in local service organizations and programs, such as Sweeny United, a summer program assisting elderly and high-needs families with rebuilding and revitalization projects.
Ryan resides in Sweeny with his wife, Jessica, and their young son.
*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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Bank of America, N.A.
May 20th, 2022|12:30 PM - 1:30 PM CST
Properly preparing for healthcare costs, both those you expect and those that are less predictable, can help improve the likelihood that your assets and your retirement lifestyle last a lifetime and beyond.
Join us for an informative event during which we'll discuss how to:
· Estimate your annual healthcare costs in retirement, including those not covered by Medicare.
· Protect yourself against the costs of a significant health event that may require long-term care.
· Integrate your healthcare costs into your overall retirement strategy.
Presenting the information on healthcare costs in retirement will be Mary Beth Murphy, Director & Personal Retirement Specialist, Lisa Pauls, First Vice President & Wealth Management Advisor, and Ryan Follett, Financial Advisor
We encourage you to invite any family, friends, and work associates who may also benefit to join us on Friday, May 20th at 12:30 pm (click here to register). The event password should pre-fill for you.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.