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 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 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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Bank of America, N.A.
ISG Portfolio Strategist
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 periodically 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.
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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.