TOP 10 Family business investment planning in Universal City, Texas

Universal Fidelity Life Insurance is a reputable insurance agency located at 8212 Ithaca Avenue in Lubbock, Texas, United States. With a commitment to providing top-notch life insurance policies to protect individuals and families, Universal Fidelity Life Insurance offers a range of coverage options tailored to meet the specific needs of each client. Whether you are looking for term life insurance, whole life insurance, or other types of coverage, their experienced agents are dedicated to helping you find the right policy to secure your financial future. Trust Universal Fidelity Life Insurance to provide reliable and affordable insurance solutions for peace of mind.

Ryan Myers - State Farm Insurance is an insurance agency located at 2412 Fort Worth Highway, Weatherford, Texas, United States. At Ryan Myers - State Farm Insurance, you can customize a coverage plan to protect what matters most to you, whether it's your family, belongings, or finances. With options for safe driving rewards, bundling discounts, and more, Ryan Myers can help you find the right solution for your needs. Specializing in auto insurance, Ryan Myers can help you find coverage that fits your needs in Weatherford, TX. From collision and comprehensive coverage to rental and rideshare insurance, there are plenty of options available. You can even save more by combining your auto and home policies with State Farm.

Cody Sweat - State Farm Insurance Agent is an insurance agency located at 415 East Boling Highway in Wharton, Texas, United States. Cody Sweat, originally from Brazoria, TX, is dedicated to helping others with their life insurance and financial service needs. With a background in oilfield and a bachelor's degree from the University of Houston in Victoria, Cody is committed to serving the community and making it a better place to live, work, and conduct business. Kayla Spacek, a member of Cody Sweat's team, is also passionate about educating and assisting the community with their insurance needs. She is a notary and has licenses in home, auto, life, health, and commercial insurance. Kayla takes pride in providing exceptional customer service and is always ready to lend a helping hand.

Legacy 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.

Samantha Nguyen-Le - State Farm Insurance Agent is a trusted insurance agency located at 3807 East Broad Street in Mansfield, Texas, United States. Conveniently situated behind the 7-Eleven on the NE Corner of E Broad and N Holland Rd, this agency specializes in relocations to Mansfield, Grand Prairie, Arlington, and Cedar Hill. Offering free auto quotes for Arlington, Grand Prairie, and Mansfield, Samantha Nguyen-Le is dedicated to helping individuals and families prepare for life's uncertainties. Samantha Nguyen-Le holds a Bachelor's of Science in Business Administration with majors in Finance and Information Technology from Portland State University in Portland, OR. With 20 years of residency in Mansfield and a proud upbringing in Grand Prairie, she understands the needs of the community and is committed to providing exceptional service to her clients.

Jeremy Rougeau - State Farm Insurance Agent is an insurance agency located at 600 South Denton Tap Road, Coppell, Texas, United States. Customize your coverage plan with Jeremy Rougeau to protect what matters most to you, whether it's your family, possessions, or finances. With options such as safe driving rewards, bundling discounts, and more, Jeremy can help tailor a solution that suits your needs. Get auto insurance in Coppell, TX that fits your lifestyle with State Farm. From collision and comprehensive coverage to rental and rideshare options, State Farm offers a variety of choices. You can also combine auto and home policies to save even more. Jeremy Rougeau can assist you in creating a Personal Price Plan for your auto insurance needs.

Brian Ownby - State Farm Insurance Agent is an insurance agency located at 525 West Pioneer Parkway in Grand Prairie, Texas, United States. Specializing in customizable coverage plans that protect your family, belongings, and finances, Brian Ownby offers options such as safe driving rewards, bundling discounts, and more. With a focus on auto insurance, State Farm offers a range of coverage options for drivers in Grand Prairie, including collision, comprehensive, rental, and rideshare insurance. Additionally, State Farm provides insurance for recreational vehicles, homeowners, renters, and personal property, ensuring that your most valued items are protected. For small businesses, State Farm offers business insurance options tailored to your specific needs. Life insurance policies are also available to help secure your family's future, with options such as term, whole, or universal life policies. Health insurance, disability insurance, and investment planning services are also offered through State Farm. With a focus on personalized service and tailored solutions, Brian Ownby is dedicated to helping you find the insurance coverage that suits your unique needs. Contact Brian Ownby in Grand Prairie, TX for more information on State Farm's insurance and financial services.

Noel Lezama - State Farm Insurance Agent is an insurance agency located at 9039 Katy Freeway, Houston, Texas, United States. They offer customizable coverage plans to protect what matters most to you, whether it's your family, belongings, or finances. With options for safe driving rewards, bundling discounts, and more, Noel Lezama can help you find the right solution for your needs. They specialize in auto insurance, offering a variety of coverage options for drivers in Houston, TX. From collision and comprehensive to rental and rideshare coverage, they have options for new drivers, business travelers, collectors, and more. State Farm is the largest auto insurance provider in the U.S., providing peace of mind to drivers nationwide.

Jose Jimenez - State Farm Insurance Agent is located at 4001 North Shepherd Drive in Houston, Texas. Situated inside the Garden Oaks Professional Building across from Sears, we are proud to be a part of the State Farm family, insuring our first car back in 1922. With a focus on Personal & Commercial Insurance and Financial Services, Jose Jimenez, a US Air Force Veteran and University of Houston Alumni, provides Auto, Life, Renters & Home Insurance throughout Texas. As a Texas Relocation Insurance Agent, we also offer NFIP Flood Insurance, Commercial & Residential Insurance, and Texas Workers Compensation Insurance Quotes. Additionally, we specialize in Texas Commercial Fleet & Business Insurance. As a founding member of the Greater Northside Chamber of Commerce and a Legion of Honor Qualifier since 2011, Jose Jimenez is dedicated to serving the community. He is a Volunteer Financial Literacy Coach with HISD and a Board Member of Neighborhood Centers. Raised in the Northside of Houston, Texas, Jose Jimenez is committed to helping individuals and businesses protect what matters most and plan for the future.

Kevin Patton - State Farm Insurance Agent is a reputable insurance agency located at 6575 West Loop South, Bellaire, Texas. Situated near Bellaire Blvd and 610, on the 5th floor of the Bellaire Park Building, this agency offers a range of insurance services including home, auto, business, and life insurance. With a focus on protecting customers in the Houston, Bellaire, Richmond, Rosenberg area, as well as Louisiana, Kevin Patton is dedicated to creating personalized insurance plans for individuals and families. Kevin Patton, a graduate of Dillard University and Oklahoma State University, is recognized as an industry elite in helping people with their Financial Service needs. He is a proud member of the State Farm Chairman Circle and actively participates in community organizations such as the Central Fort Bend Chamber of Commerce, Rotary International, and the Houston Livestock Show & Rodeo. Kevin also volunteers with Habitat for Humanity, Fort Bend County Seniors "Meals On Wheels", and the local Fort Bend County school district.

Northwestern Mutual Life Insurance, located in West Lake Hills, Texas, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. With a range of life insurance policies tailored to your unique needs and goals, our advisors will work with you to ensure you have the right coverage at a price you can afford. Whether you're looking for a safety net for the unexpected or a foundation for a smart financial plan, we have options to fit your lifestyle. From term life to whole life to variable universal life, we offer a variety of policies to suit your needs. Our exclusive underwriting process can get your application approved quickly, so you can have peace of mind knowing your loved ones are protected. With top financial strength ratings and a focus on consumer experience, Northwestern Mutual is the best choice for your life insurance needs. Contact us today for a personalized quote and start protecting your future.

First Service Credit Union in Sugar Land is a trusted financial institution located at 13533 University Boulevard in Texas, United States. As a credit union, they offer a wide range of banking and financial services to their members, including ATM access, personal and business accounts, loans, and investment options. With a focus on customer service and community involvement, First Service Credit Union is dedicated to helping their members achieve their financial goals. Visit their branch in Sugar Land to experience personalized service and competitive rates.

Merrill Lynch Financial Advisor John Barret, located at 5128 Apache Plume Road in Fort Worth, Texas, is dedicated to helping young professionals understand the impact of wealth management at an early age. John, who joined Merrill in 2012, works with a team-based approach to provide direction and clarity for his clients' financial futures. He offers a high level of attentive service, focusing on organizing and simplifying their financial lives. John draws on his own knowledge and a team of specialists to address clients' unique situations, including credit and lending services through Bank of America, N.A. John earned his bachelor's degree in finance from Texas Tech University and lives in Aledo with his family. He enjoys playing golf, hunting, fishing, and spending time at his family's ranch. The institution offers personalized plans, investment strategies, and financial solutions to help clients pursue their goals and manage investment risk. As a Merrill Lynch Wealth Management Advisor, John is committed to understanding his clients' priorities and working with them to achieve their financial objectives. With access to the resources of Merrill and Bank of America, he can develop an approach tailored to each client's needs. By regularly reviewing clients' goals and financial approaches, John helps them stay on track and adjust to changes in their lives and the market. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. John Barret is registered to do business in several states and holds the CPWA® certification. For more information about Merrill Lynch Financial Advisor John Barret and the services offered, visit the institution's website or contact the office directly.

Merrill Lynch Financial Advisor Stuart G Schultz, located at 301 Commerce Street, Fort Worth, Texas, United States, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Stuart focuses on developing personalized strategies for individuals, families, and businesses to meet their short- and long-term financial objectives. As a Wealth Management Advisor and a graduate of Texas Christian University with a degree in Finance, Stuart and his team provide tailored advice and guidance to help clients prepare for retirement and navigate the complexities of the financial markets. Committed to community involvement, Stuart and his family are active supporters of various organizations in Fort Worth. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, clients receive personalized plans and investment strategies aligned with their goals and priorities. With access to the global resources of Merrill and Bank of America, Stuart works with clients to manage, grow, and preserve their wealth while addressing their evolving financial needs. As a Registered Senior Wealth Management Client Associate, Stuart prioritizes building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, Stuart helps clients stay on track to achieve their goals and navigate life's changes. With a focus on understanding each client's unique needs and priorities, Stuart is dedicated to helping clients achieve financial success and turn their goals into reality. Whether planning for retirement, education, or wealth transfer, Stuart and his team provide comprehensive financial solutions tailored to each client's individual situation. Merrill Lynch Wealth Management Advisors like Stuart Schultz are committed to putting clients first, providing personalized investment strategies and access to comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.

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 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 Tyra Gibson, located at 800 Capitol Street in Houston, Texas, United States, is a trusted institution in the finance industry. With over 10 years of experience, Tyra Gibson is dedicated to connecting clients and their families to global resources at the Firm. Specializing in private wealth advising and small business lending, Tyra can help business owners manage their finances and plan for the future through various strategies. With a Bachelor's degree in English from Spelman College and a Master's degree in Business Management from Wake Forest University, Tyra brings a wealth of knowledge to her clients. She is committed to understanding each client's unique goals and designing personalized plans to help them achieve financial success. Whether it's retirement planning, wealth management, or estate planning, Tyra works closely with her clients to develop strategies that align with their priorities. By utilizing the resources of Merrill Lynch and Bank of America, Tyra can offer comprehensive financial solutions tailored to each client's needs. With a focus on building long-term relationships, Tyra is dedicated to helping clients navigate life's financial challenges and changes. Through ongoing communication and regular reviews, Tyra ensures that her clients' financial approaches remain aligned with their evolving goals. As a Chartered Retirement Planning Counselor™, Tyra is well-equipped to guide clients through the complexities of retirement planning and investment management. With a commitment to personalized service and a deep understanding of each client's needs, Tyra Gibson is a reliable partner in helping individuals and families achieve their financial goals.

roducing Merrill Lynch Financial Advisor Kristen Hanshaw Nichols, located at 2800 Post Oak Boulevard in Houston, Texas. Kristen is a member of The Hanshaw Group, a team with over forty years of experience in finance. Since joining Merrill Lynch Wealth Management in 2011, Kristen has focused on guiding high-net-worth individuals and families in achieving their personal and financial goals. She values consistent communication with clients to ensure they have the right portfolio and makes adjustments as needed. Kristen's goal is to build a trusted relationship with her clients and be a reliable partner in their investment journey. Born and raised in Houston, Kristen is a proud Aggie with a Bachelor of Arts in Spanish and a minor in Business from Texas A&M University. She believes in offering individuals and families a stress-reduced pathway to finances by taking a proactive approach and navigating the many investment options available. Kristen's mission is to understand each client personally and help them create a financial approach that reflects their unique needs and priorities.

Bank of America Private Client Advisor Sean Low is located at 303 West Wall Street in Midland, Texas, United States. Sean Low is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, specializing in working with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to address their financial priorities. With over 20 years of experience in investment management, lending, private equity, and investment banking, Sean and his team focus on implementing cohesive strategies to leverage the offerings at the Private Bank. Sean holds a B.S. in finance from Lubbock Christian University and an M.B.A. from Texas Tech University, and also holds the Chartered Financial Analyst® designation. He is actively involved in various organizations and serves on multiple boards in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, and creating strategies tailored to meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. They provide disciplined financial strategies and innovative solutions to help clients navigate the complexities of the financial landscape. Please note that the Bank of America Private Bank website may redirect you to FINRA'S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.

Merrill 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.

Merrill 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.

Merrill 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.

First 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.

Brockman & Associates is a finance and insurance agency located in The Woodlands, Texas. Our founder, Ben, serves as the Wealth Advisor for our clients, guiding them in making wise financial decisions. We offer services in cash flow/retirement planning, investment planning, college education planning, estate & wealth transfer planning, and family & business succession planning. Our team is dedicated to providing the best service experience for our clients. Emilee provides support in client service and administrative tasks, while Josh brings years of experience as a Senior Financial Analyst. Allison plays a vital role in our marketing and branding efforts.

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

Merrill Lynch Financial Advisor 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.

The Merrill Lynch Financial Advisor Jeremy C Newton institution, located at 800 Capitol Street, Houston, Texas, United States, offers straightforward guidance and prudent financial choices to help clients build lasting wealth. The team at TSPN avoids risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their services include banking through Bank of America, N.A., and a personalized investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. The team meets with clients regularly to review performance and adjust strategies as needed. Merrill's global resources support the team, comprised of talented individuals dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a University of Houston graduate with a specialization in Personal Financial Planning, works to help clients achieve their financial goals. Financial Advisor Sylvia is committed to helping families and business executives plan for their financial future, creating long-lasting relationships built on trust. Registered Wealth Management Client Associate Kate, fluent in Spanish and a world traveler, assists domestic and international clients with a background in social science research. The team at Merrill Lynch Financial Advisor Jeremy C Newton is dedicated to helping clients simplify the complexities of their financial lives and reach their financial goals.

Merrill 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.

Merrill 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.