The 30 Best Executive compensation planning in Houston, Texas
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Creative Planning
Creative Planning is a top-rated independent advisory firm located at 800 Town and Country Boulevard in Houston, Texas. Specializing in finance, our institution is dedicated to providing comprehensive and customized wealth management services to clients around the globe. As the No. 1 Independent Advisory Firm, we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth. By providing us with your personal information, you can trust that we will keep it confidential and not share it with any third parties. Contact us today to schedule a free, no-obligation consultation with one of our wealth managers in the Houston area. Let Creative Planning provide you with the financial peace of mind you deserve.
East Whitney Management Llc
East Whitney Management LLC is a reputable institution located at 447 East Whitney Street in Houston, Texas, United States. Specializing in providing top-notch management services, they are known for their professionalism and dedication to helping clients achieve their goals. With a strong track record of success, East Whitney Management LLC is a trusted partner for individuals and businesses looking for expert guidance and support. Contact them today to learn more about how they can help you reach your objectives.
Outsourced Risk Managers
Outsourced Risk Managers is an insurance agency located at 1000 Main Street in Houston, Texas, United States. Our team of specialists is dedicated to advocating for businesses to obtain the insurance coverage they need while navigating the complexities of the insurance industry. We provide white-glove concierge service to ensure that your insurance program is right for you, allowing you to focus on running your company. Our goal is to give you better coverage, better pricing, better service, and more resources as your all-in-one advocate. Contact us at (713) 622-5400 to let us protect your business and help you save money on insurance costs.
Gallagher Healthcare Insurance Services
Gallagher Healthcare Insurance Services is a leading insurance agency located at 12621 Featherwood Drive in Houston, Texas, United States. Specializing in consulting, risk management, and insurance for healthcare organizations, we are dedicated to ensuring the health of your organization so you can focus on the health of your patients. Our team of industry experts includes healthcare professionals who work collaboratively to provide operational and insurance solutions tailored to your specific needs. From hospitals and health systems to physicians and medical groups, we offer comprehensive risk management and HR & benefits consulting services to help manage your operational exposures and attract and retain top medical talent.
McGinnis Lochridge
McGinnis Lochridge is a prestigious Texas-based law firm with a rich history of providing top-notch legal services for over 90 years. Our team of experienced attorneys specializes in a wide range of practice areas, serving individuals, small businesses, Fortune 500 corporations, and more. With offices in Austin, Dallas, Decatur, Houston, and McAllen, we are able to represent clients throughout Texas, the United States, and internationally. Our litigation attorneys are skilled in representing clients in both trial and appellate courts, as well as arbitrations across the nation. Meanwhile, our corporate attorneys offer legal counsel to individuals, private and public companies, and non-profits of all sizes. We have a strong presence in the electric energy industry in Texas, with over 75 years of experience in developing and restructuring this sector.
The Law Office of Nora V. Law
The Law Office of Nora V. Law is a reputable legal institution located at 2121 Sage Road in Houston, Texas, United States. Specializing in various areas of law, Nora V. Law provides expert legal services and representation to clients in need. With a strong track record of success and a dedication to serving the community, this law office is a trusted resource for individuals seeking professional legal guidance. Contact The Law Office of Nora V. Law today for top-notch legal assistance.
MBA Associates Law Firm
MBA Associates Law Firm is a prestigious legal institution located at 8700 Commerce Park Drive in Houston, Texas. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on professionalism, integrity, and excellence, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal advice, representation, or assistance with a legal matter, MBA Associates Law Firm is here to help. Contact us today to schedule a consultation with one of our skilled attorneys.
Zayla Partners
Zayla Partners is a finance institution located at 24285 Katy Freeway in Houston, Texas, United States. Our experienced team offers a wide range of services including executive compensation analysis and design, incentive plan development, compensation philosophy development, and custom surveys. We also provide expert witness testimony, advisory services for mergers and acquisitions, and compensation analysis in various scenarios such as IPOs, bankruptcies, and restructuring. At Zayla Partners, we believe that incentive compensation plans are crucial for driving strategic objectives and enhancing shareholder value. Our industry-specific experience allows us to provide tailored solutions for companies in various sectors including energy, services, high tech, and agriculture. We prioritize our clients' end goals, ensuring that our strategies align with their objectives for success.
Mavilian Financial Group
Mavilian Financial Group, located at 1980 Post Oak Boulevard in Houston, Texas, is a finance institution that believes in the importance of financial stewardship and preparing for critical financial events. With a focus on what matters most to their clients, they offer services such as the Quint Process™ to help navigate the complexities of financial planning as their clients' needs evolve. One of their specialties is working with attorneys, advisors, and business owners to provide forensic accounting services, helping to uncover and address financial issues that may arise. Additionally, they offer investment advisory services through Bayworth Capital, a registered investment advisor.
Woodhill Financial Group, Ltd.
Located at 1331 Gemini Street in Houston, Texas, Woodhill Financial Group, Ltd. is a trusted finance institution that offers a range of services to help businesses increase shareholder value. With a reputation for being good listeners, Woodhill Financial Group understands the importance of both opportunities and challenges in the business world. They have the experience and financial networks to help guide businesses towards success, whether it involves financing, operational performance, M&A activities, or international expansion. With over a decade of experience, Woodhill Financial Group has built a foundation of trust with their clients, offering tailored solutions to meet specific needs. Their team of Business & Financial Advisors is dedicated to helping businesses grow and create value, allowing business owners to focus on leading and managing their companies. The institution also hosts The Woodhill Weather Report, a debate series between Senior Partners Warren and George Woods, providing valuable insights and a bit of comic relief for business owners looking to grow their companies.
Merrill Lynch Financial Advisor Ning Kang
Merrill Lynch Financial Advisor Ning Kang is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. We pride ourselves on simplifying our clients' financial lives and discussing complex transactions in plain language. Our team understands the challenges and aspirations of business owners and c-suite executives and utilizes extensive knowledge in investment banking, commercial banking, liquidity event strategy, and wealth management to design cohesive offerings. We offer services in investment management, credit and lending, trust and estate planning, and business succession planning. As part of Bank of America, we provide access to a full range of traditional personal banking services. Our areas of focus include long-term financial strategies, equity compensation management, college education planning, wealth transfer strategies, and more. We believe in creating personalized financial plans that help clients pursue their goals and secure their financial future. Our team is dedicated to building strong client relationships based on trust and personalized service. Let us help you achieve your financial goals and navigate the complexities of the financial markets.
Merrill Lynch Financial Advisor Paul M Margraves
Merrill Lynch Financial Advisor Paul M Margraves, located at 800 Capitol Street in Houston, Texas, is dedicated to providing straightforward guidance and prudent financial choices to help clients build lasting wealth. The institution focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support. With over 210 years of collective industry experience and managing over $3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at Merrill Lynch believes in simplifying the complexities of financial lives by offering banking services through Bank of America, N.A. Through a non-emotional investment process that includes strategic asset allocation and diversification, the team at Merrill Lynch aims to help clients achieve their financial goals while managing portfolio risk. Meetings are held regularly to review performance, rebalance portfolios, and adjust strategies as needed. The institution is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works to educate and assist clients in reaching their financial goals, while Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures. Registered Wealth Management Client Associate Elena "Kate" Walker, a lifelong Houstonian and world traveler, works with domestic and international clients, providing support and assistance in managing their wealth. The team at Merrill Lynch is committed to helping clients achieve their financial goals and build a secure financial future.
Brookwood Advisors
Brookwood Advisors is a leading financial institution located at 2180 North Loop West in Houston, Texas, United States. With a team of experienced advisors, we provide expert financial planning and investment services to help our clients achieve their financial goals. Our personalized approach and commitment to excellence set us apart, making us a trusted partner for individuals and businesses seeking sound financial advice. Contact us today to learn more about how Brookwood Advisors can help you secure a strong financial future.
Merrill Lynch Financial Advisor JJ DeForest
Merrill Lynch Financial Advisor JJ DeForest is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support with world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets, they serve CEOs, entrepreneurs, and executives. The team at TSPN Wealth Management Group helps clients simplify their financial lives through strategic asset allocation and portfolio diversification. They offer banking services through Bank of America, N.A. Meetings are held to review investment performance and adjust strategies as needed. JJ DeForest, a Financial Advisor with Merrill Lynch, works to educate clients on reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client. Sylvia, another Financial Advisor, helps families and business executives prepare for their financial future by understanding their needs and aspirations. Registered Wealth Management Client Associate Elena “Kate” Walker, fluent in Spanish, has been with Merrill Lynch since 2017 and assists domestic and international clients. The team is dedicated to building strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor Randy Simpson
Merrill Lynch Financial Advisor Randy Simpson is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals including CEOs, entrepreneurs, and executives. They aim to simplify the complexities of financial lives by offering banking services through Bank of America, N.A. The team believes in tailoring investment strategies to client goals, risk tolerance, and time horizon, with a focus on diversification across global asset classes. Meetings are held regularly to review performance and make necessary adjustments. The team is supported by Merrill's global resources and is dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ from Merrill Lynch in Houston works to educate and assist clients in reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client's needs. Financial Advisor Sylvia is committed to helping families and business executives prepare for their financial future by creating long-lasting client relationships built on trust. She works collaboratively with clients to design customized roadmaps to reach their financial goals. Registered Wealth Management Client Associate Kate Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she is an honors graduate with a background in social science research and a passion for community involvement.
Merrill Lynch Financial Advisor Aurelia Detwiler
Merrill Lynch Financial Advisor Aurelia Detwiler, located at 800 Capitol Street, Houston, Texas, United States, offers personalized wealth planning and banking solutions through Bank of America. With 24 years of experience in the financial services industry, Aurelia and her team provide one-on-one collaboration to help clients achieve their financial goals. Specializing in corporate benefit programs, including equity compensation and retirement plans, Aurelia can assist corporate executives in integrating their benefits into a long-term financial strategy. The institution follows the Merrill tradition of community involvement and offers the Merrill Personal Wealth Analysis™ to create customized financial plans tailored to individual goals and priorities. By utilizing the Investment Personality Assessment and staying informed about changes in clients' lives, Aurelia helps clients navigate the complexities of the financial markets and achieve their long-term objectives. With access to investment insights and banking solutions, the institution focuses on helping clients manage, grow, and preserve their wealth while addressing fluctuations in the market. The institution is registered to do business in multiple states and offers a range of services, including retirement planning and investment strategies. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Aurelia Detwiler is dedicated to helping clients live their best financial life.
Merrill Lynch Private Wealth Advisor Champ D. Warren, III
Merrill Lynch Private Wealth Advisor Champ D. Warren, III is a prestigious finance institution located at 800 Capitol Street, Houston, Texas, United States. Specializing in providing personalized financial services to a limited number of individuals and families, the institution offers tailored strategies to help clients simplify their lives and achieve their unique goals. With a team of rigorously trained private wealth advisors, Merrill Private Wealth Management places a strong emphasis on trust and personalized service. The institution boasts industry-leading research and expert analysis to help clients stay ahead in their financial journey. Recognized for their exemplary client service, Merrill Lynch Private Wealth Advisor Champ D. Warren, III has received accolades from various financial industry publications, setting the standard for excellence in the field.
Merrill Lynch Private Wealth Advisor William Leven
Merrill Lynch Private Wealth Advisor William Leven, located at 800 Capitol Street in Houston, Texas, offers personalized financial services supported by the global capabilities of a leading financial institution. With a focus on a limited number of clients, the team provides tailored attention to all aspects of your financial life, both now and for future generations. Through industry-leading research and expert analysis, they aim to help you stay ahead and achieve your financial goals. The team, led by Private Wealth Investment Management Specialist Anthony Hoff, develops customized financial strategies to meet your cash flow needs and goals based on your risk tolerance and timeframes. They are committed to providing highly personalized one-on-one service, gaining a deep understanding of your goals and helping you develop a multigenerational wealth strategy.
Merrill Lynch Private Wealth Advisor Craig Lambert Massey
Merrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
Merrill Lynch Financial Advisor Fredrick N Nwosu
Merrill Lynch Financial Advisor Fredrick N Nwosu 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. Our team of experienced professionals avoids risky investments and complex strategies, focusing instead on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, we serve a select group of individuals, including CEOs, entrepreneurs, and executives. We aim to simplify the complexities of our clients' financial lives by providing tailored investment strategies and portfolio management. Our team is supported by the global resources of Merrill Lynch and is committed to building strong client relationships based on trust and personalized service. Meet our dedicated team, including Financial Advisor JJ, who works to educate and assist clients in reaching their financial goals. Lending services are provided through Bank of America, N.A. We also have Sylvia, a dedicated advisor who helps families and business executives prepare for their financial future. Sylvia's mission is to create long-lasting client relationships built on trust and understanding. Our Registered Wealth Management Client Associate, Elena "Kate" Walker, is a world traveler and fluent in Spanish, providing support to both domestic and international clients. Join us at Merrill Lynch Financial Advisor Fredrick N Nwosu to start your journey towards financial success.
Evercore Partners Inc.
Evercore Partners Inc. is a renowned finance institution located at 909 Fannin Street in Houston, Texas, United States. With a strong presence in the financial industry, Evercore Partners Inc. offers a wide range of services including investment banking, wealth management, and advisory services to clients worldwide. Known for their expertise and professionalism, Evercore Partners Inc. is committed to providing top-notch financial solutions to meet the needs of their clients.
Bogart Wealth
Bogart Wealth is a financial institution located at 1725 Hughes Landing Boulevard in The Woodlands, Texas, United States. Specializing in accounting and finance, our services include financial planning, investment management, tax optimization, and tax preparation. Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth. We take a highly customized approach to working with each client, taking the time to understand their complete financial picture, opportunities, concerns, and aspirations for themselves and their families. As fiduciaries, we are held to the highest standards of conduct and are required to act in the best interests of our clients, providing full and fair disclosure of all material facts and avoiding misleading them.
The Kroencke Group - Morgan Stanley
The Kroencke Group - Morgan Stanley is a premier financial institution located at 2800 Post Oak Boulevard in Houston, Texas. As a part of the renowned Morgan Stanley brand, they offer a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, The Kroencke Group is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, The Kroencke Group - Morgan Stanley is committed to delivering exceptional service and results.
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