Merrill Lynch Financial Advisor Jonathan B Rao
13135 Dairy Ashford Road, Sugar Land, TX 77478
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States
About the Business
Merrill Lynch Financial Advisor Jonathan B Rao is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Jonathan has a Bachelor’s degree in Business from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. He and his wife, Melinda, are third generation Houstonians and are actively involved in supporting their alma maters. Jonathan and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, helping clients navigate through life changes and market fluctuations. The institution provides a range of financial solutions and investment strategies to help clients achieve their financial goals. Jonathan believes in understanding each client personally to offer the best financial approach that reflects their unique needs and priorities. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial guidance and support.
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