Ryan Maynard
Managing Partner, CFA, CFP
Dallas, Texas
About
Ryan Maynard is a Managing Partner at Vaquero Private Wealth with over 19 years of experience at Merrill Lynch Wealth Management. He specializes in tailored financial strategies for families and holds both the prestigious CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations.
With a deep commitment to personalized wealth management, Ryan works closely with clients to develop comprehensive financial plans that address their unique goals, risk tolerance, and long-term objectives.
Professional Background
Vaquero Private Wealth
As Managing Partner, Ryan leads the firm's wealth management practice, overseeing investment strategies and client relationships for high-net-worth families.
Merrill Lynch Experience
Prior to Vaquero, Ryan spent 19 years at Merrill Lynch Wealth Management, where he developed expertise in investment management, financial planning, and client advisory services.
Credentials
- CFA (Chartered Financial Analyst)
- CFP (Certified Financial Planner)
- 19+ years in wealth management
Areas of Focus
- Comprehensive financial planning
- Investment portfolio management
- Retirement planning
- Estate planning strategies
- Tax-efficient investing