The 30 Best Customers in Universal City, Texas
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Bank of America Financial Center
The Bank of America Financial Center located at 455 University Boulevard in Round Rock, Texas, is a leading financial institution offering a wide range of banking and financial services. With a strong presence in the United States, this bank provides personalized solutions for individuals, businesses, and corporations. Customers can access a variety of banking products, including checking and savings accounts, loans, investment services, and more. The friendly and knowledgeable staff at this branch are dedicated to helping clients achieve their financial goals and manage their money effectively. Whether you're looking to open a new account, apply for a loan, or seek financial advice, the Bank of America Financial Center is committed to providing excellent service and support.
Amtex Auto Insurance
Amtex Auto Insurance is a reputable insurance agency located at 1908 East University Drive in Edinburg, Texas. Specializing in auto insurance, they provide a range of coverage options to suit the needs of their clients. With a dedicated team of professionals, Amtex Auto Insurance strives to offer top-notch customer service and competitive rates. Whether you are looking for basic coverage or comprehensive protection, you can trust Amtex Auto Insurance to provide you with the coverage you need to drive with peace of mind.
Fiesta Auto Insurance
Fiesta Auto Insurance is a trusted insurance agency located at 1113 East University Drive in Edinburg, Texas. We specialize in providing affordable and reliable insurance coverage for all your auto insurance needs. Our knowledgeable agents are dedicated to helping you find the best policy that fits your budget and protects you on the road. Whether you're looking for basic liability coverage or comprehensive insurance, Fiesta Auto Insurance has you covered. Visit us today to get a personalized quote and see why we're the go-to insurance agency in the area.
Cashtoday
Cashtoday is a reputable finance institution located at 110 West University Avenue in Georgetown, Texas, United States. We specialize in providing quick and convenient financial solutions to individuals in need of immediate cash. Our experienced staff is dedicated to helping our clients navigate through their financial challenges with ease and efficiency. Whether you need a short-term loan, cash advance, or payday loan, Cashtoday is here to help. Visit us today to experience our excellent customer service and competitive rates.
Texell Credit Union
Texell Credit Union is a trusted financial institution located at 723 West University Avenue in Georgetown, Texas, United States. As a credit union, Texell offers a wide range of financial services including ATM access, banking, and personalized financial solutions to meet the needs of its members. With a commitment to providing excellent customer service and competitive rates, Texell Credit Union is the go-to destination for all your financial needs in the Georgetown area.
No Limit Strength and Conditioning Fort Worth Texas
No Limit Strength and Conditioning in Fort Worth, Texas is a premier gym and health institution dedicated to helping individuals reach their fitness goals. Located at 3821 South University Drive, our facility offers state-of-the-art equipment and expert trainers to guide you through personalized workout plans. Whether you're looking to build strength, improve conditioning, or simply maintain a healthy lifestyle, No Limit Strength and Conditioning has everything you need to succeed. Join us and experience the limitless possibilities of your fitness journey.
Train Anytime Shavano Location
Train Anytime Shavano Location is a state-of-the-art gym and health facility located at 16215 University Oak in San Antonio, Texas. Our convenient location offers members the flexibility to work out at any time that suits their schedule. Our facility is equipped with top-of-the-line fitness equipment and experienced trainers to help you reach your health and fitness goals. Whether you're looking to build muscle, lose weight, or improve your overall well-being, Train Anytime Shavano Location has everything you need to succeed. Join us today and start your journey to a healthier lifestyle.
Merrill Lynch Financial Advisor Eric Pittman
Merrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
School of Personal Training
The School of Personal Training, located at 11471 East Loop 1604 North in Universal City, Texas, offers Personal Trainer Certification Courses in San Antonio & Universal City, Texas. This institution provides fitness education through visual and hands-on learning, and is an official academic partner with the National Academy of Sports Medicine. No transcripts or degree are required to enroll, only a high school diploma is needed to take the national exam. Students at the School of Personal Training range in age from 17 to 65, with the option to start classes at 17 and take the national exam at 18. Many students choose to study from home first, but realize the importance of gaining actual training experience to pair with the NASM material. Graduates of the School of Personal Training receive a nationally recognized certification, allowing them to work for themselves or for a local fitness company. The demand for certified Personal Training Professionals is high, and gyms specifically request students from this institution due to the hands-on training they receive. With over 10 years of experience in certifying personal trainers and job placement, the School of Personal Training is a trusted institution for those looking to enter the fitness industry.
Brennan Roper
Brennan Roper is a doctor specializing in pediatric and adolescent orthopedic care at UT Physicians, located at 601 Rockmead Drive in Texas, United States. With over 2,000 healthcare providers offering expertise in more than 80 specialties and subspecialties, UT Physicians provides primary and specialty care for patients of all ages. Dr. Roper is an Assistant Professor in the Department of Orthopedic Surgery at McGovern Medical School at The University of Texas Health Science Center at Houston. He is board-eligible and fellowship-trained, with a focus on treating congenital anomalies/deformities, limb length discrepancies, and trauma in young patients. Dr. Roper is a member of the American Academy of Orthopaedic Surgeons and the Pediatric Orthopaedic Society of North America, and is actively involved in research projects to advance the field of orthopedic and pediatric orthopedic surgery. Patients can schedule appointments through the MyUTHealth patient portal, and all patient experience ratings and comments are validated by a leading independent survey company, NRC Health.
Coach Green USA
Coach Green USA is a premier gym and health institution located at 2121 Brittmoore Road in Houston, Texas. Athletes and coaches from high schools, universities, and professional teams have utilized and recommended Coach Green's services. The institution offers a comprehensive program that focuses on physical and athletic development, nutrition programs, recovery protocols, and training load management. They provide sport-specific training, powerlifting, bodybuilding, functional strength, and more. Coach Green also offers performance nutrition packages, ongoing sports education, athlete-specific meal plans, and custom meal services. Their custom training app includes hundreds of interchangeable exercises, training programs, videos, and nutrition documents for 24/7 access. Coach Green is available in Houston, Dallas, Park City, and Indianapolis, as well as other locations in the USA. They also provide sport-specific training seminars, training manuals, and college recruiting counseling nationwide.
Lisa Hutchens
Lisa Hutchens is a reputable doctor specializing in pediatric care, located at 345 Cypress Creek Road in Cedar Park, Texas. Dr. Hutchens has an extensive background in medicine, having attended North Texas State University and UT Southwestern in Dallas for medical school. She completed her pediatric residency in Norfolk, Virginia, and has worked at various healthcare facilities across the country, including the Choctaw Nation Indian Hospital in Oklahoma and the University of Alabama Children’s Hospital in Birmingham. Dr. Hutchens is board certified with the American Board of Pediatrics and is a member of several medical associations. She has been practicing pediatrics part-time in the Austin area since 1996. Dr. Hutchens is dedicated to providing the highest quality care to her patients and is committed to their overall well-being.
Brent Cardwell
Brent Cardwell is a renowned pediatrician located at 13625 Ronald Reagan Boulevard in Cedar Park, Texas. Dr. Cardwell, originally from Kansas, completed his medical studies at the University of Kansas School of Medicine and pediatric residency at Vanderbilt Children’s Hospital. He is board certified in Pediatric medicine and specializes in the care and treatment of infants, children, and adolescents, with a focus on asthma and ADD/ADHD management. In addition to his clinical practice, Dr. Cardwell is a Clinical Assistant Professor of Pediatrics for Dell Medical School and The University of Texas-Medical Branch, Austin. He is actively involved in medical education and serves as a Preceptor for Residents in the Dell Pediatric Residency Program. Dr. Cardwell is a member of the Texas Medical Association and the American Academy of Pediatrics, serving as the Chair of the Pediatric Council.
Alvarado Residential
Alvarado Residential is a reputable general contractor located at 12210 University Avenue in Lubbock, Texas, United States. With a strong focus on quality craftsmanship and customer satisfaction, Alvarado Residential specializes in residential construction and renovation projects. Their team of skilled professionals is dedicated to delivering exceptional results, whether it's building a new home or remodeling an existing property. Trust Alvarado Residential to bring your vision to life with their expertise and attention to detail.
David J. Easley
David J. Easley is a reputable doctor's office located at 1000 Hesters Crossing Road in Round Rock, Texas. Dr. Easley and his team provide high-quality health care services to patients of all ages. With a focus on personalized care and a commitment to excellence, they strive to promote overall wellness and improve the health of their patients. Whether you need a routine check-up, treatment for an illness, or ongoing medical care, David J. Easley is dedicated to providing compassionate and comprehensive healthcare services.
Jordan Scalo
Jordan Scalo is a reputable health institution located at 201 University Oaks Boulevard in Round Rock, Texas, United States. As a trusted doctor's office, Jordan Scalo provides top-quality medical care and services to patients in the local community. With a team of experienced healthcare professionals, patients can expect personalized and compassionate care in a welcoming and comfortable environment. Whether you are in need of routine check-ups, treatments, or consultations, Jordan Scalo is dedicated to helping you achieve and maintain optimal health and well-being.
Team Rabadi Georgetown Brazilian Jiu-Jitsu
Team Rabadi Georgetown Brazilian Jiu-Jitsu is a martial arts institution located in Georgetown, Texas, United States. Our professional Instructors are dedicated to serving the community, offering classes for karate kids and adults. We provide personalized martial arts experiences, focusing on self-discipline, impulse control, and improving focus and concentration. Our Brazilian Jiu-Jitsu classes for kids emphasize respect, courtesy, and self-control, leading to better grades, reduced ADD/ADHD issues, and improved behavior at home. Our programs for teens and adults include traditional and modern martial arts training, focusing on physical fitness, self-defense, and self-confidence. Additionally, our Muay Thai Kickboxing program is designed to enhance stamina and cardiovascular endurance. We are proud to have received the National Go2Karate® Recognition Award for our quality instruction and customer service. Join our team at Team Rabadi Georgetown Brazilian Jiu-Jitsu and let us change your life through martial arts training. Visit us at 950 W University Ave Suite 104, Georgetown, TX 78626.
9Round Kickboxing Fitness
9Round Kickboxing Fitness in Georgetown, Texas, located at 950 West University Avenue, is a gym dedicated to making members stronger both physically and mentally in just 30 minutes. Our carefully-crafted levels of member experience ensure a quality workout every time. For first-time visitors and local residents, we offer introductory workouts with no obligations. You can also book an Introductory Personal Training Session for a fully-customized workout with dedicated attention from one of our Champion Trainers.
Merrill Lynch Financial Advisor John Gould
Merrill 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.
Merrill Lynch Financial Advisor Brooks A Bowman
Merrill 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.
Beacon Pointe Advisors
allas office and is responsible for developing and maintaining strong relationships with clients to ensure their financial needs are met. Mykael has a background in client services and wealth management, having previously worked at a boutique wealth management firm in Dallas. She holds a bachelor's degree in Finance from the University of Texas at Austin. In her free time, Mykael enjoys traveling, trying new restaurants, and spending time with her family and friends. Overall, Beacon Pointe Advisors in Dallas, Texas offers a comprehensive range of investment advisory services, financial planning, wealth management, and retirement plan services. With a team of experienced and dedicated professionals, Beacon Pointe strives to provide customized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual, family, institution, or business owner, Beacon Pointe Advisors is committed to providing top-notch service and support to meet your unique financial needs. Visit their office at 5960 Berkshire Lane in Dallas or connect with them virtually to see how they can assist you with your investment portfolio and financial planning needs.
Merrill Lynch Financial Advisor Benjamin H Taylor
Merrill 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.
Merrill Lynch Financial Advisor Jackson Alexander
or 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.
Merrill Lynch Financial Advisor Keith R Conklin
At 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.
Charlie's Plumbing
Charlie's Plumbing is a trusted plumber located at 1117 East University Drive in Edinburg, Texas. With years of experience in the industry, we pride ourselves on providing high-quality plumbing services to our customers. Our team of skilled professionals is dedicated to solving your plumbing issues efficiently and effectively. Whether you need repairs, installations, or maintenance, Charlie's Plumbing is here to help. Contact us today for all your plumbing needs.
Merrill Lynch Financial Advisor Jonathan B Rao
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.
Merrill Lynch Financial Advisor David A. Gray
Merrill 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.
Merrill Lynch Financial Advisor Don P. Martone
Merrill 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.
Merrill Lynch Financial Advisor Arcy Yiping Wang
Merrill 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.
Merrill Lynch Financial Advisor Michelle L Graham
Merrill 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.
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