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Tamila I

Series 63, Series 66

Lake Jackson, TX

Merrill

Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.

Wealth management Startup equity planning Business exit / sale strategy College savings (529s, UTMA, etc.) Military & Veterans
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Elaine P

Series 66

Lake Jackson, TX

Merrill

Elaine Polemenakos is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients for over a decade. She focuses on delivering wealth management services to professionals, business owners, retirees, and their families, aiming to provide customized investment strategies that align with clients' personal financial goals. Her areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, and retirement income. Elaine holds a Juris Doctor degree from the University of Texas School of Law and a bachelor's degree in Psychology from Texas A&M University. She carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). While she was formerly an attorney, she does not provide legal advice in her current role. Outside of her professional work, Elaine is involved in community organizations such as Brazosport Cares Food Pantry, Brazosport Center Stages, Brazosport Fine Arts Council, and the SPCA of Brazoria County. Her personal interests include reading, traveling, spending time with her family, and watching movies.

Wealth management Retirement income strategy General retirement planning Women Professionals
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Grant T

Series 66

Lake Jackson, TX

Merrill

Grant Townsend is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients understand financial planning by breaking down complex topics into clear and straightforward guidance. Grant takes the time to learn what matters most to his clients, including their goals and concerns, to build personalized plans that address investing, retirement preparation, and unexpected financial needs. Grant holds a Bachelor's Degree from Sam Houston State University and has earned the Personal Investment Advisor (PIA) designation. His approach includes providing ongoing support to ensure financial plans adapt as clients' lives change. Born and raised in Lake Jackson, Texas, Grant is also committed to giving back to the community that shaped him. Outside of his professional work, Grant's interests include baseball, fishing, golfing, reading, and watching movies.

General retirement planning Wealth management
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Ryan F

Series 66

Lake Jackson, TX

Merrill

Ryan Follett is a Wealth Management Advisor with Merrill Lynch Wealth Management in Lake Jackson. He provides guidance to individuals and families as they pursue their financial goals, helping to navigate the complexities of wealth planning including retirement preparation. His advisory services include college education planning, corporate benefits, employee benefits planning, personal retirement planning, and retirement income strategies. Before joining Merrill Lynch in 2019, Ryan spent over three years working with corporate benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. Prior to entering the financial services industry, he taught mathematics and coached multiple sports at the high school level in Brazosport and Columbia-Brazoria Independent School Districts for five years. He holds a Bachelor of Science degree in Mathematics from the University of Texas at Austin and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, as well as the Accredited Asset Management Specialist™ (AAMS®) designation. A native of Sweeny in Brazoria County, Ryan maintains active involvement in his community. He has served on the boards of the Sweeny Chamber of Commerce and the Sweeny Independent School District Education Foundation, and currently participates in local service organizations including Junior Achievement of Brazoria County and Sweeny United, a summer program assisting elderly and high-needs families with rebuilding and revitalization projects. He resides in Sweeny with his wife, Jessica, and their two sons.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Young Families
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Sotiros P

Series 63, Series 66

Lake Jackson, TX

Merrill

Sotiros Polemenakos serves as Senior Resident Director and is the founder of The Polemenakos Group at Merrill Lynch Wealth Management. He specializes in providing wealth management services tailored to professionals, business owners, retirees, and their families. His practice focuses on areas including tax-efficient wealth management strategies, retirement income planning, estate, legacy and trust services through Bank of America Private Bank, executive compensation strategies, and credit and lending services via Bank of America, N.A. Before entering the financial services industry in 2000, Mr. Polemenakos had a long career as a research chemist. He holds a Bachelor's degree in Chemistry from Eastern Nazarene College and a Master's degree in Physical Chemistry from Duke University. He has earned the CERTIFIED FINANCIAL PLANNER® professional designation, along with CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple years. Mr. Polemenakos’s background includes fluency in English and Greek. His client focus includes family wealth management, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income.

Wealth management Retirement income strategy General estate planning guidance Exec comp design Tax strategies for small businesses Founder/Business Owner Retired Women Professionals Women's Finance LGBTQIA
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Lisa P

Series 66

Lake Jackson, TX

Merrill

Lisa Pauls is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and institutions to identify their financial concerns and design integrated strategies to meet their objectives. Lisa provides tailored financial approaches, focusing on areas such as investment management, retirement strategy, cash flow analysis, trust and estate planning, lending services, and philanthropy. Her clientele includes professionals from diverse industries, multi-generational families, and non-profit organizations, some of whom are navigating significant life transitions. Lisa began her career with Merrill Lynch Wealth Management in 2008 after eighteen years in executive roles within non-profit organizations. She holds a Bachelor's Degree from Indiana State University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with professional organizations such as the Lake Jackson Church of Christ, Kingdom Advisors, and the CFP Board. Outside of her professional role, Lisa is active in her community through participation in Bible Study Fellowship, the Brazosport Rotary Club, and the Lake Jackson Development Corporation. She enjoys genealogy, hiking, music, reading, running, singing, spending time with her family, swimming, traveling, and watching movies.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Mid-Career Professionals Established Professionals Married/Couples/Partners Parents Women Professionals
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