Merrill Lynch Financial Advisor Laura Philmon

Merrill Lynch Financial Advisor Laura Philmon is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, known as TSPN Wealth Management Group, focuses on providing straightforward guidance and prudent choices to build lasting wealth for their select group of clients. With over 210 years of collective industry experience and over 3 billion in client assets, the team at TSPN combines world-class resources with personalized support to pursue clients' greatest financial goals while preserving their futures.

Merrill Lynch Financial Advisor Laura Philmon offers banking services through Bank of America, N.A. Their team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. They emphasize diversification across global asset classes to manage portfolio risk effectively.

Meetings are held regularly with clients to review investment performance and make adjustments to their strategy as needed. The institution's team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service.

Financial Advisor JJ, a graduate from the University of Houston, works to educate and assist clients in reaching their personal and financial goals. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by creating long-lasting relationships built on trust. Registered Wealth Management Client Associate Kate Walker, a lifelong Houstonian, brings a wealth of experience and expertise to the team.

The institution has received recognition on the Forbes "Best-in-State Wealth Management Teams" list and the "Best-in-State Wealth Advisors" list. Merrill Lynch Financial Advisor Laura Philmon is committed to helping clients simplify the complexities of their financial lives and achieve their financial goals.