Ryan Jolly

Manager, Client Relationship Manager

Ryan Jolly serves as a Manager, Client Relationship Manager at Geller Advisors LLC. She has over ten years of experience working in wealth management, delivering technical expertise in the areas of financial planning, investment management, estate planning, and financial decision making. 

Before joining Geller, Ryan was a Senior Registered Client Associate at Merrill Lynch Wealth Management. While there, Ryan managed all the daily needs of investment clients and worked closely with their attorneys and tax advisors to develop comprehensive financial plans. 

Prior to Merrill Lynch, she was with RBC Wealth Management where she led the team’s financial planning initiative, developed comprehensive wealth plans, and handled portfolio construction, trading, and money movement. Earlier in her career, Ryan served as a Senior Associate at KLS Professional Advisors Group where she worked with high-net-worth clients on their investment strategy, wealth planning, and tax and estate planning.

Ryan received a Bachelor of Arts in Economics from Trinity College. Additionally, she maintains FINRA Series 65 and Series 3 licenses.