TOP 30 Bank customer service in Houston, Texas

241 results found

Merrill Lynch Financial Advisor David T Cheak, located at 17225 El Camino Real in Houston, Texas, is a finance institution led by David T. Cheak, CFP® Managing Director and Wealth Management Advisor. With over 30 years of experience in the financial services industry, David focuses on helping clients determine long-term financial goals and develop customized strategies. Specializing in retirees, widows, and business owners, David holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification. As a Senior Resident Director at Merrill Lynch Wealth Management, David and his team offer personalized financial planning services tailored to each client's needs and goals. By conducting a Merrill Personal Wealth Analysis™, they create a personalized plan centered on the client's aspirations and priorities. Utilizing resources from Merrill Lynch and Bank of America, the team helps clients manage, grow, and preserve their wealth while considering future generations.

Merrill Lynch Financial Advisor Carrie E Short is a finance institution located at 15375 Memorial Drive, Houston, Texas, United States. The RG Group, which oversees the institution, values teamwork and involvement to deliver financial advice and guidance through their advisors and wealth management client associates. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, they strive to be your primary source for financial planning. The institution's mission is to understand your financial goals and aspirations, designing personalized plans to help you manage investment risk and pursue your financial objectives. They focus on creating solutions that turn your goals into reality, considering factors such as future healthcare expenses, college savings, business transactions, and wealth transfer to future generations. The institution utilizes the Investment Personality Assessment to customize financial approaches that align with your investment preferences and life priorities. With a commitment to placing customer interests first, they offer services to address a wide range of financial challenges. As part of the Forbes “Best-in-State Wealth Management Teams” list, the dedicated team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. They offer personalized financial strategies, professional management, and consistent advice to help you achieve your long-term financial objectives. By staying updated on changes in your life and revisiting your financial approach, they aim to keep you on track towards reaching your goals. With a focus on understanding what matters most to you, they work together with you to create a financial approach that reflects your personality and priorities. Let Merrill Lynch Financial Advisor Carrie E Short help you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Michael S Douglass is a reputable finance institution located at 15375 Memorial Drive, Houston, Texas, United States. Committed to building strong relationships with clients, the experienced and knowledgeable team at Merrill Lynch is passionate about helping individuals and families make important financial decisions. Recognized by Forbes as "Best-in-State Wealth Advisors" in both 2021 and 2022, the advisors at Merrill Lynch set the standard for exemplary client service. Backed by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to providing personalized service and building trust with clients. By understanding each client's unique goals, priorities, and aspirations, the financial advisors at Merrill Lynch create customized wealth management approaches to help clients pursue their financial objectives while managing investment risk.

Merrill Lynch Financial Advisor Michael Roma is a finance institution located at 15375 Memorial Drive, Houston, Texas, United States. The RG Group, which runs the institution, values building strong relationships through teamwork and involvement, providing financial advice and guidance with access to global investment capabilities and banking services from Bank of America. The institution's mission is to understand each client's unique needs and goals, creating personalized financial plans to help manage investment risk and pursue financial objectives. Through the Investment Personality Assessment, the institution gains insights into clients' investing preferences to customize financial strategies. The institution's team, recognized by Forbes, offers personalized service and advice to help clients achieve their long-term financial goals. With a focus on understanding clients' priorities and goals, the institution helps clients stay on track through life's changes and market fluctuations. Certified by the CFP Board, the institution provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Merrill Lynch Financial Advisor Barry Dvoracek, located at 15375 Memorial Drive in Houston, Texas, is a finance institution dedicated to managing your wealth with a personalized approach. Barry Dvoracek follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, a personalized plan can be created based on your goals and financial situation. By understanding your investment preferences through the Investment Personality Assessment, Barry Dvoracek can tailor a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments to your financial approach ensure that your goals are always the focus. With access to Merrill's investment insights and Bank of America's banking solutions, Barry Dvoracek works with you to develop a strategy to address your financial needs and pursue your goals. Your aspirations, priorities, and life changes are at the forefront of the personalized plans designed by Barry Dvoracek to help you achieve financial success. With a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors like Barry Dvoracek are committed to helping you navigate the complexities of your financial life and reach your goals.

Merrill Lynch Financial Advisor Thanh Thi Nguyen is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Thanh Thi Nguyen, a Senior Financial Advisor, has been in the financial services industry since 2015. She specializes in helping clients develop personalized wealth management strategies to meet their individual needs. Thanh is committed to actively participating in the community and volunteers with local organizations. At Merrill Lynch Wealth Management, Thanh focuses on understanding her clients' priorities, goals, and family dynamics to create tailored financial plans. By utilizing the Merrill Personal Wealth Analysis™ tool, she can help clients document their personalized plans centered on their aspirations and desired outcomes. Thanh believes in a comprehensive approach to managing wealth, incorporating investment insights from Merrill and banking solutions from Bank of America.

Merrill Lynch Financial Advisor Paul Jay Marston is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisor focuses on family, goals, and priorities, adapting to changes over time. The institution believes in achieving financial success by making investment decisions that align with personally meaningful goals. By utilizing the Investment Personality Assessment, they aim to understand clients better and customize financial approaches accordingly. With Merrill's investment insights and Bank of America's banking solutions, the institution helps clients manage, grow, and preserve their wealth. The mission is to understand each client's unique needs and goals to design a personalized plan that helps manage investment risk and turn aspirations into reality. Through regular check-ins and updates, the institution ensures that clients stay on track to achieve their financial objectives. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the complexities of their financial lives and build customized investment approaches. The goal is to put clients first, offering personalized strategies and comprehensive financial solutions. The institution is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Susan M Green, located at 5775 North Sam Houston Parkway West in Houston, Texas, offers insights, observations, and ideas to help clients achieve their financial goals. Supported by the global resources of Merrill, the team at Matula, Stubbs, Winkler, & Young Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on understanding each client's unique needs and priorities, designing and implementing personalized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop strategies tailored to their financial needs. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive customized financial approaches centered on their goals and aspirations. The team of Merrill Lynch Wealth Management Advisors is committed to helping clients navigate the financial landscape, providing personalized investment strategies and comprehensive financial solutions. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial life.

Merrill Lynch Financial Advisor Eric J Winkler, located at 5775 North Sam Houston Parkway West in Houston, Texas, offers insights, observations, and personalized financial ideas to help clients achieve their financial goals. Supported by the global resources of Merrill, the team at Matula, Stubbs, Winkler, & Young Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The team, comprised of talented and experienced individuals, focuses on understanding each client's unique needs and priorities to design and implement a personalized financial plan aimed at helping clients pursue their goals while managing investment risk. By leveraging the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch Wealth Management Advisors work with clients to develop customized investment approaches tailored to their specific needs and aspirations. The team believes in having ongoing conversations with clients to keep track of changes in their lives and financial goals, ensuring that their financial approach reflects these changes. With a commitment to putting clients first and providing personalized investment strategies, Merrill Lynch Financial Advisor Eric J Winkler aims to help clients navigate the financial and economic landscapes to achieve their goals.

Merrill Lynch Financial Advisor John R Polivka, located at 5775 North Sam Houston Parkway West in Houston, Texas, is a reputable finance institution that prides itself on providing exemplary client service. The team at Merrill is supported by global resources and is committed to building strong client relationships based on trust and personalized service. The institution has received recognition from Forbes for their outstanding wealth management teams and advisors. The team at Merrill focuses on understanding the goals and priorities of their clients, offering tailored financial and retirement strategies that align with tax-minimization and estate planning considerations. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop an approach designed to help address their financial needs. The institution believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment, they aim to understand each client's investing preferences and customize a financial approach to help them pursue their goals. The team at Merrill is dedicated to helping clients achieve financial success by staying informed, making informed investment decisions, and adapting their approach to reflect changes in their life and goals. Let Merrill Lynch Financial Advisor John R Polivka assist you in reaching your financial goals and creating a personalized plan that aligns with your aspirations.

Merrill Lynch Financial Advisor Colin Michael Jerding is a prestigious finance institution located at 5775 North Sam Houston Parkway West in Houston, Texas, United States. The institution is known for its exemplary client service and has been recognized by financial industry publications and Bank of America Corporation. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Murgai, Jerding & Rao Wealth Management Group (MJRWM) has a client-centric philosophy and serves a diverse clientele including top executives in the energy industry, physicians, business owners, and affluent individuals. The team works collaboratively with clients and their other advisors to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Colin Michael Jerding will work with you to develop a customized financial approach designed to help address your financial needs and pursue your goals. The institution believes in the importance of understanding each client's goals, priorities, and aspirations in order to create a personalized financial plan that reflects their personality and life priorities. By staying informed about changes in your life and revisiting your financial approach, Merrill Lynch Financial Advisor Colin Michael Jerding aims to help you stay on track to achieve what's most important to you. With a focus on providing personalized attention, valuable insights, and resources, Merrill Lynch Financial Advisor Colin Michael Jerding is committed to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Sean Gentry, located at 2800 Post Oak Boulevard in Houston, Texas, offers personalized and boutique-like financial services tailored to individual goals and priorities. Gentry, Masters & Associates, a team supported by Merrill's global resources, provides customized strategies for individuals and families to simplify their financial lives. Recognized by Forbes and Bank of America Corporation for exemplary client service, the team has been named to prestigious lists such as the "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." With over $1.2 billion in assets under management, the team focuses on risk-adjusted performance and long-term goals, bringing warmth and compassion to wealth management. Sean Gentry's expertise and dedication have earned him recognition as a top advisor in the industry.

Merrill Lynch Financial Advisor Elias Contreras, located at 15375 Memorial Drive in Houston, Texas, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Elias can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your aspirations. Elias follows the Merrill tradition of community involvement, volunteering with local organizations to give back. By conducting a Merrill Personal Wealth Analysis™, Elias can develop a personalized plan centered on your priorities and objectives, ensuring that your financial approach aligns with your evolving needs.

Merrill Lynch Financial Advisor Jack Hansen, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to understanding you and what matters most to you. With a personalized approach, the institution helps design and implement a plan to help you pursue your financial goals while managing investment risk. By focusing on potential solutions to turn your goals into reality, the institution aims to help you manage, grow, and preserve your wealth today and for the future. The experienced team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a plan centered on your goals and what you want to achieve. By staying in touch and revisiting your financial approach as your life and goals change, the team aims to help you achieve what's most important to you.

Merrill Lynch Financial Advisor Kevin M Lopardo is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. The institution believes in achieving financial success by making investment decisions that align with your personally meaningful goals. Through conversations and assessments, the team helps you prioritize your goals and develop a customized financial approach. With access to investment insights and banking solutions, they work with you to manage, grow, and preserve your wealth for the future. The institution offers personalized plans, ongoing reviews, and adjustments to help you stay on track to achieve your financial goals. Get to know the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor to address your financial complexities and pursue your goals. Partner with Merrill Lynch Financial Advisor Kevin M Lopardo to live your best financial life.

Merrill Lynch Financial Advisor Gregory Tholen Martinez is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve the lives they desire. Our team of advisors offers a wide range of brokerage, investment advisory, and financial planning services. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer and investment advisor, and a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. Our goal is to provide you with information about products and services that may be of interest to you. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Gregory Tholen Martinez for your financial needs.

Merrill Lynch Financial Advisor Brian Campbell is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With 6 years of experience in the financial services industry, Brian focuses on serving business owners, veterans, and families. He holds a bachelor's degree in History from The University of Houston and a Master of Business Administration in Finance and Investment Management from the University of Houston - Downtown. The institution is actively involved in the community, volunteering for organizations supporting Veteran causes and education. Merrill Personal Wealth Analysis™ is offered to build and document personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution offers advice and guidance based on clients' goals and priorities, focusing on helping individuals achieve their financial objectives. With access to Merrill's investment insights and banking solutions from Bank of America, the institution works with clients to develop customized approaches to address financial needs. Regular check-ins and adjustments to financial plans are made to ensure clients stay on track to achieve their goals. The institution believes in getting to know clients personally to create financial approaches that reflect individual personalities and priorities. Merrill Lynch Financial Advisor Brian Campbell is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Clients are encouraged to consult legal and tax advisors before making financial decisions. The institution provides a broad range of brokerage, investment advisory, and other services to help clients live their best financial lives.

Merrill Lynch Financial Advisor Laura Cohen Greaser, located at 3700 Buffalo Speedway in Houston, Texas, is a finance institution dedicated to providing personalized financial strategies tailored to your needs. As Merrill advisors, we prioritize listening to your goals and aspirations, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences, allowing us to customize a financial approach that aligns with what matters most to you. Backed by the global resources of Merrill and Bank of America, our experienced team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help document your goals and create a personalized plan centered on achieving what you want.

Merrill Lynch Financial Advisor Micheal McWilliams is a trusted finance institution located at 800 Capitol Street, Houston, Texas, United States. Our team is dedicated to building strong relationships with our clients, providing personalized service and expert advice. We believe in understanding your goals and priorities, and developing a customized financial approach to help you achieve them. Our experienced advisors will work with you to create a plan that reflects your unique needs and helps you navigate the complexities of the financial markets. With access to the global resources of Merrill and banking solutions from Bank of America, we are committed to helping you pursue your financial goals and stay on track, no matter what changes life may bring. Contact us today to learn more about how we can help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Cameron McLeroy is a finance institution located in Houston, Texas, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. Through conversations, we help identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Our Investment Personality Assessment helps us understand your investing preferences to create a customized financial approach tailored to your needs. With access to Merrill's investment insights and Bank of America's banking solutions, we develop strategies to address your financial goals. We offer personalized plans to help manage, grow, and preserve your wealth while considering your future needs. Our mission is to understand you and your aspirations, designing a plan to help you pursue your financial goals and manage investment risk. We will work with you to develop a personalized plan centered on your goals and what you want to achieve. As your life and goals change, we will help you stay on track to achieve what matters most to you. Let's work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Edward A Walker is a trusted institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Specializing in finance, Edward A Walker has been recognized as one of Forbes' "Best-in-State Wealth Advisors" for multiple years. With a focus on exemplary client service, Edward A Walker has experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or the sale of a business. Additionally, Edward A Walker provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking services. Committed to serving the community, Edward A Walker volunteers with local organizations. The institution offers personalized financial planning through the Merrill Personal Wealth Analysis™, tailored to individual goals. Supported by the global resources of Merrill, the team at Edward A Walker's institution is dedicated to building strong client relationships based on trust and personalized service. With a focus on understanding clients' goals and priorities, Edward A Walker helps clients pursue their aspirations and adapt their financial approach as their life changes. By utilizing the Investment Personality Assessment, Edward A Walker can customize financial strategies to align with clients' investing preferences. With a mission to help clients achieve their financial goals and manage investment risk, Edward A Walker works with clients to develop personalized plans. By staying in touch with clients and adjusting their financial approach as needed, Edward A Walker aims to help clients achieve long-term financial success. Whether planning for retirement, education, or wealth transfer, Edward A Walker provides comprehensive financial solutions to help clients navigate the financial landscape. Registered to do business in multiple states, Edward Walker is a Chartered Retirement Planning Counselor™, offering expertise in retirement planning. Investing involves risk, and past performance does not guarantee future results. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice, recommending clients consult with their own legal and financial professionals. With a focus on personalized service and comprehensive financial solutions, Edward A Walker and Merrill Lynch are dedicated to helping clients pursue their financial goals.

Merrill Lynch Financial Advisor John P Donnelly is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, investment strategies, and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch Wealth Management focus on understanding your goals, priorities, and financial situation to create a customized approach that reflects your unique needs. They believe in helping clients achieve their goals by providing personalized wealth management services and investment insights. With a focus on building strong client relationships and providing personalized advice, Merrill Lynch Financial Advisor John P Donnelly aims to help clients reach their financial goals and navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Jeffrey D Mccurry, located at 800 Capitol Street in Houston, Texas, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey can help you navigate the ever-changing market conditions and work towards achieving your aspirations. Jeffrey believes in building strong client relationships based on trust and personalized service, and he is dedicated to understanding your individual needs and priorities. By conducting a Merrill Personal Wealth Analysis™, he can create a customized plan focused on what matters most to you and your family.

Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Shawn D Farrokh offers insights, observations, and ideas to help clients pursue their financial goals. With 19 years of experience in the financial services industry, Shawn focuses on serving his clients' needs by providing personalized financial plans. He holds a bachelor's degree in Foreign Language and an MBA in Finance from Saint Joseph's University. Shawn follows the Merrill tradition of community involvement, volunteering with organizations in the area. He believes in building personalized plans centered on clients' goals and priorities. By understanding clients' investment preferences through the Investment Personality Assessment, Shawn customizes financial approaches to help clients pursue what matters most to them.

ocated at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Joel A Johnson offers top-notch financial services through VMT Wealth Management. With a team of three professionals dedicated to each client, including a financial advisor, relationship manager, and administrative associate, they provide personalized wealth planning, investment management, and service. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists in 2022 and 2023, they are committed to exceeding client expectations and focusing on their goals and needs. With a disciplined approach rooted in portfolio management techniques used by large institutional investors, their goal is to help clients pursue their long-term objectives. Recognized by Forbes and Barron's for their exemplary client service, Merrill Lynch Financial Advisor Joel A Johnson is supported by the global resources of Merrill and Bank of America, ensuring personalized and trustworthy financial advice.

Merrill Lynch Financial Advisor Brian F LaRocca, located at 600 Rockmead Drive, Houston, Texas, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian LaRocca can help you navigate today's changing market conditions. As a Wealth Management Client Associate and Resident Director Assistant, Brian LaRocca prioritizes understanding your family, goals, and priorities to create a customized financial approach. By participating in the Merrill tradition of community service, he builds strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor NANCY NGUYEN, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to managing your wealth by understanding your full financial picture. With access to investment insights from Merrill and banking solutions from Bank of America, Nancy Nguyen can help create a personalized strategy tailored to your goals and priorities. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and focused on what you want to achieve. Nancy Nguyen believes in the importance of building relationships through conversations to identify and prioritize your goals, whether it be planning for retirement, saving for a home, or funding a child's education. As a Merrill Lynch Wealth Management Advisor, Nancy Nguyen focuses on what matters most to you - your family, goals, and priorities. By getting to know you personally, she can design and implement a customized plan to help you pursue financial goals while managing investment risk. By regularly reviewing your progress and adjusting your financial approach as needed, Nancy Nguyen aims to help you stay on track to achieve what's most important to you.

Merrill Lynch Financial Advisor William W Bertron is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. As Merrill advisors, they provide personalized financial strategies tailored to individual needs, considering risk tolerance, time horizon, and liquidity needs. They prioritize goals that matter most to clients, whether it's wealth transfer, pursuing passions, or planning for the future. Through the Investment Personality Assessment, they gain insights into clients' investing preferences to customize financial approaches. They offer personalized plans to manage, grow, and preserve wealth, with access to investment insights and banking solutions from Bank of America. The team is dedicated to building strong client relationships based on trust and personalized service. They offer ongoing support to help clients stay on track towards their financial goals, adapting to changes in life and the markets. Merrill Lynch Wealth Management Advisors provide customized investment approaches to address individual needs and pursue goals. With a focus on personalized strategies and comprehensive financial solutions, they aim to help clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.

Merrill Lynch Financial Advisor Lucas Mendez is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Following the deep-seated Merrill tradition of community involvement, Lucas Mendez volunteers with organizations in the community. Specializing in personalized financial planning through Merrill Personal Wealth Analysis™, Lucas and his team of talented individuals at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Lucas focuses on helping clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By using the Investment Personality Assessment, Lucas gains a deeper understanding of his clients' investing preferences to customize financial approaches that align with their goals. With access to Merrill's investment insights and banking solutions from Bank of America, Lucas helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches based on clients' changing needs and goals, Lucas ensures that clients stay on track to achieve what matters most to them. Certified in multiple states and registered with the CFP Board, Lucas Mendez offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.