TOP 10 Custom investment strategies in Universal City, TX
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Subconnection
● ClosedSubconnection is a cozy and welcoming restaurant located at 1201 West University Drive in Edinburg, Texas. Specializing in delicious and affordable sub sandwiches, this institution is a favorite spot for locals and visitors alike. With a diverse menu featuring a variety of fresh ingredients and toppings, Subconnection offers something for everyone. Whether you're in the mood for a classic Italian sub or a custom creation, you're sure to find a satisfying meal at this establishment. Stop by and enjoy a tasty sandwich in a friendly atmosphere at Subconnection.
1201 W University Dr, Edinburg, TX 78541, United States -
Legacy Protection Insurance
● ClosedLegacy Protection Insurance is a reputable insurance agency located at 1208 South Farm to Market 51 in Decatur, Texas, United States. We specialize in providing a wide range of insurance solutions to protect your legacy and ensure peace of mind for you and your loved ones. Our experienced agents are dedicated to helping you find the right coverage tailored to your specific needs. Whether you are looking for life insurance, home insurance, auto insurance, or any other type of insurance, we are here to assist you every step of the way. Trust Legacy Protection Insurance to safeguard your future and provide you with the security you deserve.
1208 S FM 51 Suite L, Decatur, TX 76234, United States -
Empire Finance of Denton
● ClosedEmpire Finance of Denton is a reputable financial institution located at 828 West University Drive in Denton, Texas. Specializing in a wide range of financial services, including loans, investments, and financial planning, Empire Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, Empire Finance of Denton is the go-to destination for all your financial needs in the Denton area.
828 W University Dr, Denton, TX 76201, United States -
Merrill Lynch Financial Advisor John Gould
● ClosedMerrill Lynch Financial Advisor John Gould is located at 301 Commerce Street in Fort Worth, Texas, United States. John Gould has over 18 years of experience in the financial services industry, specializing in helping clients develop personalized retirement plans to help their assets last a lifetime. John holds a Bachelor of Business Administration degree in Marketing and Finance from Baylor University and an MBA from Southern Methodist University. He is dedicated to understanding his clients' goals and priorities, offering personalized wealth management strategies to help them achieve their financial aspirations. John works closely with clients to identify and prioritize their goals, including estate planning, investments, tax strategies, wealth transfer, and retirement income. He believes in building long-term relationships based on trust and is committed to helping clients optimize their resources to reach their financial goals. As a Merrill Lynch Wealth Management Advisor, John focuses on creating customized investment approaches tailored to each client's unique needs and circumstances. He believes in the power of personalized financial planning and offers a range of services to help clients navigate the complexities of their financial lives. John is registered to do business in several states and is dedicated to helping clients achieve their financial goals through thoughtful and strategic investment strategies.
301 Commerce St, Fort Worth, TX 76102, United States -
Merrill Lynch Financial Advisor Brooks A Bowman
● ClosedMerrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Merrill Lynch Financial Advisor Benjamin H Taylor
● ClosedMerrill Lynch Financial Advisor Benjamin H Taylor is a finance institution located at 17802 Interstate 10, San Antonio, Texas, United States. Ben Taylor, a U.S. Army Armor Officer veteran, has been with Merrill Lynch since 1998 and holds a B.A. in History from Trinity University and an M.B.A from Webster University. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and 66 FINRA registrations. Ben focuses on creating personalized strategies for individuals and families to help them achieve their financial goals, including retirement and estate planning. He is actively involved in his community and is passionate about helping clients manage and grow their wealth. With access to the resources of Merrill and Bank of America, Ben and his team provide personalized service to build strong client relationships based on trust. They work with clients to develop customized investment approaches that align with their goals and priorities, helping them navigate the complexities of their financial lives. Ben believes in the power of understanding his clients' aspirations and designing plans to turn their goals into reality. By staying informed and addressing changes in clients' lives and the market, Ben helps clients stay on track to achieve what matters most to them. Whether it's planning for retirement, buying a home, or funding education, Ben is dedicated to helping clients live their best financial lives.
17802 I-10, San Antonio, TX 78257, United States -
Merrill Lynch Financial Advisor Jackson Alexander
● Closedor solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS). For more information about Merrill services, please contact us. At Merrill Lynch Financial Advisor Jackson Alexander in Frisco, Texas, we prioritize building strong client relationships based on trust and personalized service. Jackson, a graduate of Abilene Christian University, believes in the importance of listening to his clients' goals and priorities. He is dedicated to helping clients achieve their financial aspirations through a customized investment approach. Jackson and his team focus on understanding your unique needs and designing a plan that reflects your personality and financial situation. They offer personalized investment strategies and comprehensive financial solutions to help you pursue your goals and navigate the complexities of the financial markets. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Jackson is committed to guiding you towards financial success. Contact Merrill Lynch Financial Advisor Jackson Alexander to start building a personalized financial plan that aligns with your life priorities and helps you achieve your goals.
1 Cowboys Way Suite 400, Frisco, TX 75034, United States -
Merrill Lynch Financial Advisor Keith R Conklin
● ClosedAt Merrill Lynch Financial Advisor Keith R Conklin, located at 1803 Broadway in San Antonio, Texas, United States, you can expect personalized financial advice and guidance to help you develop a customized financial strategy. Keith Conklin is dedicated to advising clients on both their personal balance sheet and investment goals, focusing on optimizing debt structure and managing interest expenses. With a Goals Based Wealth Management approach, Keith helps clients navigate financial markets by creating tailored wealth management plans to achieve specific goals such as lifetime income, wealth preservation, and wealth transfer. With 17 years of experience in financial advisory, Keith specializes in working with retirees, pre-retirees, small business owners, physicians, attorneys, and business executives. He is actively involved in community activities and believes in giving back through volunteerism. Keith holds a BA from Union College and an MBA from Tulane University. As a Merrill advisor, Keith takes the time to understand your priorities, risk tolerance, and goals to provide thoughtful advice and guidance to help you achieve financial success. Through the Merrill Personal Wealth Analysis™, he helps build and document a personalized plan centered around your goals. By utilizing the Investment Personality Assessment, Keith can customize a financial approach based on your investing preferences and goals.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Jonathan B Rao
● ClosedMerrill 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.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor David A. Gray
● ClosedMerrill Lynch Financial Advisor David A. Gray is a renowned finance institution located at 15375 Memorial Drive in Houston, Texas. With decades of experience, David provides personalized wealth management services to affluent clients in Houston, throughout Texas, and across the country. Specializing in working with business owners, executives, attorneys, and engineers, David implements financial strategies tailored to each client's life priorities. He is dedicated to formulating and executing thoughtful, planning-based approaches to address diverse needs and goals. David coordinates with clients' CPAs and attorneys to develop risk-managed financial and retirement income strategies, including Social Security maximization and legacy planning. As a Houston native and graduate of Texas A&M University, David is committed to building strong client relationships based on trust and personalized service. His team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their aspirations and providing customized investment strategies. With access to the global resources of Merrill and banking solutions from Bank of America, David works with clients to develop approaches designed to address their financial needs and pursue their goals. His mission is to understand each client's unique situation and help them design and implement personalized plans to manage investment risk and achieve financial goals. By staying in touch with clients to discuss changes in their lives and financial markets, David ensures that their financial approach remains aligned with their evolving needs and priorities. Through ongoing reviews and adjustments, David helps clients stay on track to achieve what matters most to them. With a focus on building a dedicated one-on-one relationship with each client, Merrill Lynch Financial Advisor David A. Gray is committed to putting clients first and helping them navigate the complexities of their financial lives.
15375 Memorial Dr Suite 400, Houston, TX 77079, United States -
Merrill Lynch Financial Advisor Don P. Martone
● ClosedMerrill Lynch Financial Advisor Don P. Martone is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. Don Martone is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping clients make important financial decisions, Don and his team provide insights, observations, and ideas to help clients achieve their financial goals. Don specializes in working with seasoned oil & gas professionals, helping them create legacies for their families. Initial discovery meetings are complimentary and without obligation, focusing on identifying goals and potential financial planning options. Don's approach goes beyond investment management, offering a tax-smart strategy for wealth accumulation, distribution, and transfer. With professional certificates from top universities, Don is committed to honing his skills to better serve his clients. Supported by a team of experts, advanced technology, and outside partnerships, Don ensures that financial assets are preserved and working hard for clients. By focusing on clients' goals, priorities, and values, Don helps clients pursue their financial aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Don works with clients to develop personalized approaches to address their financial needs. Through conversations and assessments, Don gets to know clients on a personal level, creating customized financial strategies tailored to their unique goals and preferences. As life and goals change, Don helps clients stay on track by revisiting and adjusting their financial approach. By putting clients first and offering personalized advice and guidance, Don helps clients achieve their financial goals and navigate market fluctuations. With a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors like Don Martone help clients build customized investment approaches to address their needs and pursue their goals. Contact Don Martone at 281-882-4818 or email don.martone@ml.com, visit him online at www.fa.ml.com/don-martone, or connect with him on LinkedIn to learn more about how he can help you achieve your financial goals.
1780 Hughes Landing Blvd, The Woodlands, TX 77380, United States -
Merrill Lynch Financial Advisor Arcy Yiping Wang
● ClosedMerrill Lynch Financial Advisor Arcy Yiping Wang is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Arcy's wealth management approach is tailored to meet the needs of affluent families and small to mid-sized companies, offering effective financial strategies through an objective and systematic process. With a Master of Law from Boston University School of Law and FINRA Series 7 & 66 registrations, Arcy focuses on providing sound advice on creating long-term financial goals, developing asset allocation policies, and implementing customized investment solutions based on clients' risk tolerance, time horizon, and overall investment goals. She believes in delivering disciplined strategies in all market cycles to align with clients' interests. Merrill Personal Wealth Analysis™ is offered to build and document personalized plans centered on clients' goals. Arcy listens carefully to understand clients' aspirations and provides tailored financial approaches to help achieve their objectives. The institution aims to help clients stay on track to reach their financial goals by regularly reviewing and adjusting their financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, Arcy works with clients to develop strategies to address their financial needs. The institution's mission is to understand clients' priorities and design personalized plans to help them pursue financial goals while managing investment risk. Through ongoing conversations and updates, the institution aims to help clients adapt their financial approach to reflect changes in their lives and the financial markets. With a focus on building a one-on-one relationship, Merrill Lynch Financial Advisor Arcy Yiping Wang provides personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.
3700 Buffalo Speedway Suite 100, Houston, TX 77098, United States -
Merrill Lynch Financial Advisor Michelle L Graham
● ClosedMerrill Lynch Financial Advisor Michelle L Graham is a finance institution located at 607 West 3rd Street, Austin, Texas, United States. Michelle has been working in the financial services industry since 2001 and specializes in developing customized strategies for clients based on their individual circumstances and priorities. As a specially qualified Portfolio Manager, she can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Michelle holds a bachelors degree from the University of Notre Dame and lives in Austin with her husband and three children. At Merrill Lynch Wealth Management, Michelle and her team focus on understanding clients' goals, priorities, and life changes to create personalized financial strategies. They use tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment to tailor their approach to each client's unique needs. By staying in touch with clients regularly and adjusting their financial plans as needed, the team helps clients stay on track to achieve their goals.
607 W 3rd St, Austin, TX 78701, United States -
Merrill Lynch Financial Advisor Robert F. Escudero II
● ClosedMerrill Lynch Financial Advisor Robert F. Escudero II is a trusted institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. As a Merrill advisor, Robert F. Escudero II works with clients to connect all aspects of their financial lives in order to prioritize and pursue their most important goals. With a bachelor's degree in Economics from Pepperdine University and a Certificate in Financial Planning from the Certified Financial Planner Board of Standards, Inc., Robert F. Escudero II has been in the financial services industry since 2015 and joined Merrill in 2020. Robert F. Escudero II offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address various aspects of their financial lives. The team at Merrill Lynch Wealth Management, led by Robert F. Escudero II, is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill, clients can benefit from a personalized plan centered on their goals and focused on what matters most to them.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Rodolfo Gomez
● ClosedMerrill Lynch Financial Advisor Rodolfo Gomez, located at 200 South 10th Street in McAllen, Texas, is a finance institution with a focus on serving high net worth investors. With 25 years of experience in the financial services industry, Rodolfo holds a bachelor's degree in Marketing and an MBA in Finance from The University of Texas Pan American. He is dedicated to understanding each client's needs, concerns, and priorities in order to provide personalized financial planning services. Rodolfo follows a disciplined process that begins with a thorough understanding of each client's goals and priorities. He holds the Certified Investment Management Analyst designation and is committed to delivering excellent service. Merrill Personal Wealth Analysis™ is used to build and document a personalized financial plan tailored to each client's unique objectives.
200 S 10th St Suite 1002, McAllen, TX 78505, United States -
Dumas Capital Partners
● ClosedDumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.
9824 Ironwood Dr, Denton, TX 76207, United States -
Merrill Lynch Financial Advisor David Villarreal
● ClosedMerrill Lynch Financial Advisor David Villarreal, located at 1803 Broadway in San Antonio, Texas, is a finance institution dedicated to providing exemplary client service. David joined Merrill Lynch Wealth Management in 2011 with 6 years of prior financial service industry experience, and is part of the K&I Associates team committed to offering comprehensive investment and wealth management planning. With a consultative and objective approach, David focuses on both long term and short term goals, believing that understanding the client's priorities is key to developing impactful strategies. The team, K&I Associates, is dedicated to delivering high quality services and advice to affluent clients, guided by a defined process for consistency. David, a graduate of the University of Texas at San Antonio, is committed to giving back to the community through church organizations. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on goals, supported by the global resources of Merrill. The institution focuses on client relationships based on trust and personalized service, adapting financial approaches as life and goals change. With access to Merrill's investment insights and Bank of America's banking solutions, David works with clients to develop tailored approaches to address financial needs. The institution prioritizes understanding clients personally, designing personalized plans to help manage investment risk and turn goals into reality. Regular reviews and adjustments ensure clients stay on track to achieve their goals. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate financial complexities and build customized investment approaches. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor David Villarreal is committed to helping clients live their best financial lives.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Private Wealth Advisor Austin Burt
● ClosedMerrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Antonio Arnulfo Salgado
● ClosedMerrill Lynch Financial Advisor Antonio Arnulfo Salgado is a dedicated finance institution located at 1803 Broadway, San Antonio, Texas, United States. Antonio Arnulfo Salgado is a Senior Financial Advisor who prioritizes understanding each client's unique needs, concerns, and priorities. With a bachelor's degree in Finance and Business Management from Texas State University, he is committed to delivering excellent customer service and developing personalized strategies for individuals, families, and businesses. Antonio and his family are active in the communities of New Braunfels and San Antonio, Texas. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. The team, supported by the global resources of Merrill, is dedicated to helping clients achieve their financial goals. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's goals and aspirations.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Hector Daniel Nino
● ClosedMerrill Lynch Financial Advisor Hector Daniel Nino is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. With over 30 years of experience in the financial service industry, Danny Nino joined Merrill Lynch Wealth Management in 2013 and has been a Financial Advisor since 2002. He holds a B.A. in Economics from the University of Texas at Austin and earned his CERTIFIED FINANCIAL PLANNER certification in 2009. Danny is dedicated to helping clients achieve their financial goals through Merrill's Goals-Based Wealth Management approach. As part of the K & I and Associates Team, he focuses on financial strategies and retirement plans for businesses. Danny is also a Certified Plan Fiduciary Advisor, providing fiduciary services to Retirement Plan clients. Along with his wife Susan and young son, Danny enjoys traveling to new and exciting locations. The Merrill Personal Wealth Analysis™ offered by Merrill Lynch Wealth Management helps clients build personalized financial plans centered on their goals and aspirations. By focusing on family, goals, and priorities, the financial advisors at Merrill Lynch work to understand clients' evolving needs and provide tailored solutions. Through the Investment Personality Assessment, Merrill helps clients refine their investing preferences and customize financial approaches to align with their goals. The institution's mission is to help clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By continuously reviewing and adjusting financial approaches, Merrill Lynch Wealth Management aims to help clients achieve what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop strategies to address their financial needs. The institution offers a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors, who provide personalized investment strategies and comprehensive financial solutions. Hector Nino is registered to do business in multiple states and holds the CFP® certification. Merrill reminds clients that investing involves risks and recommends consulting legal and tax advisors before making financial decisions. With a focus on getting to know clients personally, Merrill Lynch Wealth Management Advisors design approaches that reflect clients' unique needs, priorities, and financial situations. By offering the latest investment insights and strategies, Merrill aims to help clients live their best financial lives.
1803 Broadway, San Antonio, TX 78215, United States -
First Command Financial Advisor - Sherry Neeley
● ClosedFirst Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, United States -
Merrill Lynch Financial Advisor Brian Campbell
● ClosedMerrill 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.
3700 Buffalo Speedway Suite 100, Houston, TX 77098, United States -
Merrill Lynch Financial Advisor Shawn D Farrokh
● ClosedLocated 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.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt
● ClosedMerrill 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.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Christopher C. Magee
● ClosedMerrill Lynch Financial Advisor Christopher C. Magee, located at 2800 Post Oak Boulevard in Houston, Texas, provides expert guidance and advice to business owners, entrepreneurs, and executives in the aerospace industry. With a strong banking background and years of experience, Chris helps clients navigate their financial lives by looking at both sides of their balance sheets. He holds a bachelor's degree in finance and economics from Texas State University and is a Chartered Retirement Planning Counselor™, CRPC™, offering valuable insights on structuring wealth for retirement. Chris takes a holistic approach to wealth management, uncovering clients' aspirations and helping them achieve their financial goals. When he's not in the office, Chris enjoys fishing, golf, and fitness. As a Merrill Lynch Wealth Management Advisor, Chris focuses on understanding his clients' priorities, goals, and changing needs over time. By developing personalized financial plans and staying informed on market trends, he helps clients pursue their aspirations and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris works with clients to address their financial needs and achieve their long-term goals. Backed by the resources and expertise of Merrill Lynch, Chris is dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Chris is committed to helping you achieve financial success. Contact Chris Magee today to start a conversation about your financial goals and aspirations.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Stephen P Lamb
● ClosedMerrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Timothy J White
● ClosedMerrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Matthew C Jewell
● ClosedMerrill Lynch Financial Advisor Matthew C Jewell is a trusted finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and over $3 billion in client assets, their team of experienced professionals serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. Their personalized approach focuses on avoiding risky investments and complex strategies, instead combining world-class resources with informed support. They offer banking services through Bank of America, N.A. and believe in helping clients make investment decisions that align with their personal goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Douglas Quint
● ClosedMerrill Lynch Financial Advisor Douglas Quint is located at 501 South Austin Avenue, Suite 1110, Georgetown, Texas, United States. Doug Quint is a Vice President and Wealth Management Advisor with a focus on providing a comprehensive approach to managing wealth tailored to each client's individual needs and priorities. With a background in banking, Doug utilizes industry tools to serve his clients in various financial advisory capacities. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Doug Quint is also part of The Special Needs Team at Merrill, serving the Austin, Texas area. This dedicated team works closely with special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves, including the elder population and those with special needs. The team has extensive experience collaborating with Guardians, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.
501 S Austin Ave #1110, Georgetown, TX 78626, United States -
Pam Friedman, Robertson Stephens
● ClosedPam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.
1308 Navasota St, Austin, TX 78702, United States
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