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Merrill Lynch Private Wealth Advisor Craig Lambert Massey
800 Capitol Street, Houston, Texas 77002
About the Merrill Lynch Private Wealth Advisor Craig Lambert Massey
Merrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners.
Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
Mike Schmidt, another leader within the group, focuses on asset allocation, investment manager selection, and retirement plan consulting. As a Defined Contribution Investment Consultant, Mike provides specialized investment consulting services to defined contribution plans with substantial assets. With a background in economics and a Certified Investment Management Analyst designation, Mike is dedicated to advancing client goals through tailored investment strategies.
Hunt Harper, a Private Wealth Manager, brings a diverse background in finance and public service to the team. Prior to joining Merrill Private Wealth Management, Hunt worked in investment advising and also served as a Firefighter/EMT. With a passion for outdoor activities and community involvement, Hunt is committed to providing exceptional service to clients.
Judith Wuntch and Annabel Massey round out the team as Senior Private Wealth Client Associate and Registered Private Wealth Client Associate, respectively. With extensive experience in financial services and a focus on client support and trade execution, Judith and Annabel play integral roles in providing responsive and personalized service to clients.
Overall, Merrill Lynch Private Wealth Advisor Craig Lambert Massey offers a range of services and resources designed to help clients achieve their financial goals. From personalized wealth management strategies to specialized investment consulting, the institution is dedicated to helping clients navigate the complexities of significant wealth with trust and expertise.
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800 Capitol St, Houston, TX 77002, United States
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