Family wealth management in Austin, TX
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Merrill Lynch Financial Advisor Hector Daniel Nino
● ClosedMerrill Lynch Financial Advisor Hector Daniel Nino is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. With over 30 years of experience in the financial service industry, Danny Nino joined Merrill Lynch Wealth Management in 2013 and has been a Financial Advisor since 2002. He holds a B.A. in Economics from the University of Texas at Austin and earned his CERTIFIED FINANCIAL PLANNER certification in 2009. Danny is dedicated to helping clients achieve their financial goals through Merrill's Goals-Based Wealth Management approach. As part of the K & I and Associates Team, he focuses on financial strategies and retirement plans for businesses. Danny is also a Certified Plan Fiduciary Advisor, providing fiduciary services to Retirement Plan clients. Along with his wife Susan and young son, Danny enjoys traveling to new and exciting locations. The Merrill Personal Wealth Analysis™ offered by Merrill Lynch Wealth Management helps clients build personalized financial plans centered on their goals and aspirations. By focusing on family, goals, and priorities, the financial advisors at Merrill Lynch work to understand clients' evolving needs and provide tailored solutions. Through the Investment Personality Assessment, Merrill helps clients refine their investing preferences and customize financial approaches to align with their goals. The institution's mission is to help clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By continuously reviewing and adjusting financial approaches, Merrill Lynch Wealth Management aims to help clients achieve what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop strategies to address their financial needs. The institution offers a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors, who provide personalized investment strategies and comprehensive financial solutions. Hector Nino is registered to do business in multiple states and holds the CFP® certification. Merrill reminds clients that investing involves risks and recommends consulting legal and tax advisors before making financial decisions. With a focus on getting to know clients personally, Merrill Lynch Wealth Management Advisors design approaches that reflect clients' unique needs, priorities, and financial situations. By offering the latest investment insights and strategies, Merrill aims to help clients live their best financial lives.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Stephen P Lamb
● ClosedMerrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
800 Capitol St, Houston, TX 77002, United States -
Edward Jones - Financial Advisor: Daniel J Flake
● OpenEdward Jones - Financial Advisor: Daniel J Flake is a reputable finance institution located at 2501 Ranch Road 620 South in Austin, Texas, United States. As a financial advisor, Daniel J Flake provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Daniel J Flake is a trusted partner for individuals and families seeking expert guidance in managing their wealth.
2501 Ranch Rd 620 S #210, Austin, TX 78738, United States -
Edward Jones - Financial Advisor: Don McGraw, AAMS™
● ClosedEdward Jones - Financial Advisor: Don McGraw, AAMS™ is a reputable financial institution located at 14101 U.S. 290 in Austin, Texas. As a trusted financial advisor, Don McGraw, AAMS™ offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Edward Jones - Financial Advisor: Don McGraw, AAMS™ is dedicated to providing expert guidance and support every step of the way.
14101 US-290 #100A, Austin, TX 78737, United States -
Merrill Lynch Financial Advisor Samuel Showery
● ClosedMerrill Lynch Financial Advisor Samuel Showery, located at 3700 North Capital of Texas Highway in Austin, Texas, is dedicated to helping you manage your wealth with a personalized approach tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Samuel Showery can assist you in creating a flexible strategy that adapts to changing market conditions. At Merrill Lynch Wealth Management, your financial advisor prioritizes understanding your family, goals, and priorities to create a plan that evolves as your life changes. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Samuel Showery can help you develop a personalized financial approach that aligns with your values and aspirations.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Edward Jones - Financial Advisor: Brandon P Sims
● ClosedEdward Jones - Financial Advisor: Brandon P Sims is a reputable finance institution located at 1501 South MoPac Expressway in Austin, Texas, United States. With a focus on providing personalized financial advice and services, Brandon P Sims helps clients navigate their financial goals and make informed decisions about their investments. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Brandon P Sims is dedicated to helping you achieve financial success. Contact them today to schedule a consultation and take control of your financial future.
1501 S MoPac Expy #310, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Douglas Quint
● ClosedMerrill Lynch Financial Advisor Douglas Quint is located at 501 South Austin Avenue, Suite 1110, Georgetown, Texas, United States. Doug Quint is a Vice President and Wealth Management Advisor with a focus on providing a comprehensive approach to managing wealth tailored to each client's individual needs and priorities. With a background in banking, Doug utilizes industry tools to serve his clients in various financial advisory capacities. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Doug Quint is also part of The Special Needs Team at Merrill, serving the Austin, Texas area. This dedicated team works closely with special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves, including the elder population and those with special needs. The team has extensive experience collaborating with Guardians, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.
501 S Austin Ave #1110, Georgetown, TX 78626, United States -
Edward Jones - Financial Advisor: Diana L Shields
● ClosedEdward Jones - Financial Advisor: Diana L Shields is a finance institution located at 11211 Taylor Draper Lane in Austin, Texas. Diana L Shields is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, Diana L Shields can provide the guidance and support you need. Trust Edward Jones for all your financial needs.
11211 Taylor Draper Ln Suite 103, Austin, TX 78759, United States -
Rick Dunagan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRick Dunagan - Financial Advisor, Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway, Austin, Texas, United States, offers expert financial advice and services. If you have questions or would like to schedule a complimentary initial consultation, get in touch with us. Our background and qualification information is available on FINRA's BrokerCheck website. Learn about the positive backdrop for stock prices and the potential for the current bull market rally to extend further into 2024. If you're not already a client, take the next step towards a more confident financial future by setting up a complimentary initial consultation.
Arboretum Plaza One, 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759, United States -
The North Star Group - Morgan Stanley
● OpenThe North Star Group at Morgan Stanley is a reputable financial institution located at 8701 Bee Cave Road in Austin, Texas. As a part of the Morgan Stanley network, they provide comprehensive financial services to individuals, families, and businesses in the Austin area. With a team of experienced advisors and a commitment to personalized service, The North Star Group helps clients navigate the complexities of investing, retirement planning, and wealth management. Whether you are looking to grow your assets or secure your financial future, The North Star Group at Morgan Stanley is dedicated to helping you achieve your goals.
8701 Bee Cave Rd Ste 300, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Bianca F Lindsey
● ClosedMerrill Lynch Financial Advisor Bianca F Lindsey is a finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they evolve over time. The team believes in creating a financial approach that helps you pursue your goals, whether it's managing future healthcare expenses, saving for college, or passing on your wealth to future generations. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with you to develop a personalized approach to address your financial needs. By closely collaborating with you to identify and define your goals, the team creates a financial strategy that reflects your investment style and life plan. Through one-on-one discovery meetings, they review your portfolio and objectives to develop a personalized plan to help you achieve your goals. The team understands that financial success is achieved by making investment decisions that align with your meaningful goals. They offer Merrill Personal Wealth Analysis™ to build a personalized plan focused on your aspirations. With regular check-ins and adjustments to your financial approach, the team helps you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor Bianca F Lindsey help you create a financial approach that reflects your personality and life priorities, guiding you towards your goals.
3700 N Capital of Texas Hwy #400, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Allison Josephine Gerrie
● ClosedMerrill Lynch Financial Advisor Allison Josephine Gerrie, located at 3700 North Capital of Texas Highway in Austin, Texas, offers personalized financial guidance and wealth management services through the Gerrie-Stafford Group. With a focus on teamwork and involvement, our advisors work collaboratively with clients to develop personalized investment strategies aligned with their lifestyle goals. Our experienced team, supported by the global resources of Merrill and Bank of America, is dedicated to helping individuals, families, and businesses achieve meaningful financial outcomes. Recognized for exemplary client service, our advisors have been featured in publications such as Forbes and Barron's. With a commitment to transparency and communication, we strive to help clients navigate life's challenges and changes by providing ongoing support and personalized financial planning. Certified by the CFP Board and CRPC, our team is dedicated to helping clients pursue their financial goals and live their best financial life.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Brett A Korensky
● ClosedMerrill Lynch Financial Advisor Brett A Korensky is a renowned institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Mr. Korensky, a Senior Vice President and Wealth Management Advisor, has been a part of Merrill Lynch Wealth Management since 1991. With a background in Economics and Mathematics from Northern Illinois University and an MBA from the University of Chicago Graduate School of Business, Mr. Korensky specializes in advising high net worth families and business owners. His expertise lies in areas such as Corporate Equity Plan Services, High Net Worth Lending, Asset Management Strategies, and Concentrated Stock Management. Additionally, Mr. Korensky is dedicated to giving back to the community through volunteering and philanthropic efforts. With a focus on personalized financial planning centered around your goals and priorities, Merrill Lynch Financial Advisor Brett A Korensky is committed to helping you achieve financial success.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Jay C Gerrie
● ClosedMerrill Lynch Financial Advisor Jay C Gerrie is a finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. The Gerrie-Stafford Group believes in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. The institution aims to be your primary source for financial advice, providing dedication and diligence at every step of the financial planning process. With years of experience, the advisors are committed to helping clients pursue their goals through transparent investment guidance aligned with individual lifestyle objectives. The team utilizes the Investment Personality Assessment to customize financial approaches and understand clients better. The institution offers tools to track life changes and facilitate communication with family members on financial decisions. Recognized by industry publications, the advisors at Merrill are dedicated to exemplary client service and building strong client relationships based on trust and personalized service. The team is supported by Merrill's global resources and is committed to helping clients achieve meaningful outcomes. With a focus on personalized plans centered on goals, the institution aims to help clients stay on track and adapt to changes in life and financial markets. The advisors at Merrill Lynch Wealth Management work to address clients' needs and pursue their goals through customized investment strategies. By putting clients first and providing one-on-one relationships, the institution aims to guide clients along their financial journey and help them live their best financial life.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Tiffany N Contreras
● ClosedMerrill Lynch Financial Advisor Tiffany N Contreras is a prestigious finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and has been recognized by financial industry publications and Bank of America Corporation. With access to the global resources of Merrill, the team, led by Tiffany N Contreras, is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding what matters most to their clients, whether it be family, goals, or priorities that may change over time. With over a quarter century of experience in navigating economic cycles, the team at Merrill Lynch aims to help clients make thoughtful decisions based on their risk tolerance, time horizon, liquidity needs, and overall investment goals.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Becca Hoffer Brocato
● ClosedMerrill Lynch Financial Advisor Becca Hoffer Brocato is a finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy that reflects your unique needs and life plan. Whether you are looking to grow, preserve, or transfer wealth, the team is committed to helping you achieve your financial goals at every stage of life. By collaborating with you and gaining a comprehensive understanding of your goals and values, they can create a personalized plan to help you pursue your aspirations. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you navigate the financial complexities of life and build a customized investment approach to address your needs and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. Let Merrill Lynch Financial Advisor Becca Hoffer Brocato help you achieve your financial goals and live your best financial life.
3700 N Capital of Texas Hwy #400, Austin, TX 78746, United States -
Walters & Associates - Ameriprise Financial Services, LLC
● ClosedWalters & Associates - Ameriprise Financial Services, LLC is a finance institution located at 8310-1 North Capital of Texas Highway in Austin, Texas, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of experienced advisors will help you navigate your financial journey, from retirement planning to asset allocation and portfolio management. With regular progress reviews and updates as life changes, we are committed to helping you achieve your financial goals. Access your investments and accounts securely from any device and track your progress towards your goals. Schedule a complimentary initial consultation to learn more about how we can assist you. We are proud to have been named to the Forbes list and thank our clients for their trust and support. Ameriprise financial advisors are registered to do business in certain U.S. states, and we adhere to strict privacy and security measures to protect your information. Contact us to discuss what's important to you and let us help your friends and family achieve their financial goals.
8310-1 N Capital of Texas Hwy Ste 360, Austin, TX 78731, United States -
Elisabeth Uhl - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedElisabeth Uhl, a Financial Advisor at Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway in Austin, Texas, offers a range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Elisabeth Uhl is well-equipped to assist clients with asset management, investment strategies, estate planning, retirement planning, and other financial needs. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and many more. With a commitment to ethical practices and ongoing education, Elisabeth Uhl provides comprehensive financial planning services to help clients achieve their financial goals.
Arboretum Plaza One, 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759, United States -
Core Investment Group, LLC
● ClosedCore Investment Group, LLC is a finance institution located at 4009 Banister Lane in Austin, Texas, United States. Specializing in fee-based advisory services for business owners, Core Partners is a privately owned firm that understands the unique financial needs of entrepreneurs and their families. With a blend of business experience and financial expertise, Core Partners offers a deeper level of wealth management to help clients achieve greater financial clarity and success. As fee-based advisors, Core Partners is dedicated to providing unbiased and personalized financial guidance that is always in the best interest of their clients. With a focus on building long-term partnerships, the team at Core Investment Group, LLC listens attentively to clients' needs and concerns to create tailored financial plans that align with their unique goals.
4009 Banister Ln #410, Austin, TX 78704, United States -
Merrill Lynch Financial Advisor Shannon Wood
● ClosedMerrill Lynch Financial Advisor Shannon Wood is a finance institution located at 607 West 3rd Street in Austin, Texas, United States. Our mission is to preserve and grow wealth for the families and businesses we serve, treating clients as an extension of our own family. At Heidmann, Jefferson, Wood & Associates, we take the time to understand your priorities, dreams, and concerns to help you achieve the financial future you've imagined. Our values-driven guidance focuses on personalized wealth management, addressing your most important objectives and providing tailored portfolios. We believe in providing synchronized support and establishing business continuity for multigenerational strategies. Our team of experienced professionals collaborates to help clients pursue their financial goals and create the lives they've imagined. With asset allocation, diversification, and rebalancing, we aim to help clients achieve their objectives and protect against market volatility. Banking and lending services are provided through Bank of America, N.A. Our Merrill Personal Wealth Analysis™ helps build personalized plans centered on your goals. We understand that life and financial markets change over time, so we regularly review and adjust your financial approach to help you stay on track. Let us help you achieve your goals by creating a customized investment approach that addresses your needs. Work with a Merrill Lynch Wealth Management Advisor to navigate the financial complexities of your life and build a successful financial future.
607 W 3rd St Suite 2600, Austin, TX 78701, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading finance institution located at 1111 West 6th Street in Austin, Texas, United States. They specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Edelman Financial Engines offers personalized investment strategies, retirement planning, wealth management, and more. Their mission is to empower clients to make informed decisions about their finances and secure their financial future.
1111 W 6th St Building B, Suite 310, Austin, TX 78703, United States -
Merrill Lynch Financial Advisor Michael Voltin
● ClosedMerrill Lynch Financial Advisor Michael Voltin, located at 607 West 3rd Street in Austin, Texas, is dedicated to helping individuals and families plan their lives and manage their wealth to achieve their dreams. With a focus on listening deeply to clients' needs and goals, Voltin and his team provide personalized financial planning services to help clients navigate complex financial decisions and build a roadmap for long-term success. Supported by the global resources of Merrill, the team offers tailored investment strategies and banking solutions to address clients' evolving needs and priorities. By leveraging the Investment Personality Assessment and ongoing communication, they strive to create a dynamic financial approach that reflects each client's unique circumstances and aspirations. With a commitment to putting clients first, Merrill Lynch Financial Advisor Michael Voltin is dedicated to helping clients achieve their financial goals and navigate the complexities of the market with confidence and clarity.
607 W 3rd St, Austin, TX 78701, United States -
Merrill Lynch Financial Advisor Wade D Heidmann
● ClosedMerrill Lynch Financial Advisor Wade D Heidmann, located at 607 West 3rd Street in Austin, Texas, is a finance institution dedicated to preserving and growing wealth for families and businesses. The team treats clients like family, taking the time to understand their priorities, dreams, and concerns in order to create a personalized financial plan. They provide values-driven guidance, address important objectives, and build adaptable, tailored portfolios to meet the specific needs of each client. The team at Heidmann, Jefferson, Wood & Associates believes in providing exceptional service that goes beyond standard support, focusing on making clients' lives easier and supporting them for generations to come. With over 100 years of collective experience, the team is committed to helping clients pursue their financial goals and create the lives they've imagined. Through personalized wealth management strategies, including asset allocation, diversification, and rebalancing, clients can work towards achieving their objectives. The institution also offers banking and lending services through Bank of America, N.A. With Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals. The team regularly reviews and adjusts clients' financial approaches to ensure they stay on track to achieve what's most important to them. By getting to know clients personally and understanding what matters most to them, the team can create a financial approach that reflects their unique personality and priorities. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals. With a focus on putting clients first and providing dedicated one-on-one relationships, Merrill Lynch Financial Advisor Wade D Heidmann is committed to helping clients achieve their financial aspirations.
607 W 3rd St Suite 2600, Austin, TX 78701, United States -
Absolute Financial Planning
● ClosedAbsolute Financial Planning is a leading finance institution located at 1015 Beecave Woods Drive in Austin, Texas. Our team of experienced financial advisors are dedicated to providing personalized financial planning services to help clients achieve their goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to help you every step of the way. Trust Absolute Financial Planning to provide you with the guidance and expertise you need to make informed financial decisions.
1015 Beecave Woods Dr #201, Austin, TX 78746, United States -
Pam Friedman, Robertson Stephens
● ClosedPam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.
1308 Navasota St, Austin, TX 78702, United States -
The Calvin / Clayton Group - Morgan Stanley
● OpenThe Calvin / Clayton Group at Morgan Stanley is a leading financial institution located at 8701 Bee Cave Road in Austin, Texas. As a part of Morgan Stanley, we provide comprehensive wealth management services to individuals, families, and businesses. Our team of experienced financial advisors offers personalized investment strategies, retirement planning, estate planning, and more to help our clients achieve their financial goals. With a focus on integrity, expertise, and client satisfaction, The Calvin / Clayton Group is dedicated to providing top-notch financial services in the Austin area and beyond.
8701 Bee Cave Rd Ste 300, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor John R Jefferson
● ClosedMerrill Lynch Financial Advisor John R Jefferson is a finance institution located at 607 West 3rd Street, Austin, Texas, United States. Our mission is to preserve and grow wealth for the generations of families and businesses we serve. We treat clients as an extension of our own family, taking the time to understand their priorities, dreams, and concerns to help them chart a path to the financial future they've imagined. Our team provides values-driven guidance, addressing clients' most important objectives and building adaptable, tailored portfolios to meet their specific investment goals. We define service through courtesy, communication, and knowledge, with a focus on making our clients' lives easier and supporting their families for generations. The Heidmann/Jefferson Group is a multigenerational family team dedicated to helping clients build wealth across generations, with over 100 years of collective experience. Our Senior Portfolio Managers can help clients pursue their objectives through personalized strategies, asset allocation, and diversification. With Merrill Personal Wealth Analysis™, we can build and document a personalized plan centered on clients' goals. We understand that life and financial markets change over time, and we are committed to helping clients stay on track to achieve what's most important to them. Let's work together to help you achieve your financial goals.
607 W 3rd St Suite 2600, Austin, TX 78701, United States -
Kelly Financial Services
● ClosedKelly Financial Services is a leading accounting, finance, and insurance agency located at 702 Rio Grande Street in Austin, Texas, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, investment management, and insurance solutions. At Kelly Financial Services, we are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn how we can assist you with your financial needs.
702 Rio Grande St, Austin, TX 78701, United States -
Merrill Lynch Financial Advisor John A Ard
● ClosedMerrill Lynch Financial Advisor John A Ard, located at 3700 North Capital of Texas Highway, Austin, Texas, United States, is a trusted finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, our advisors focus on building strong client relationships based on trust and personalized service. We understand the importance of maintaining a disciplined approach to help you address short-term market distractions and make thoughtful decisions based on your individual goals. Our goal is to help you preserve and grow your wealth to support yourself and your family now and in the future. With access to global resources and a personalized approach, we aim to help you achieve your financial goals and create a legacy for the future. Contact us today to start working towards your financial success.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Mark Kritzer
● ClosedMerrill Lynch Financial Advisor Mark Kritzer, located at 607 West 3rd Street in Austin, Texas, is a finance institution dedicated to providing high quality wealth planning services. The team at Van De Graaf, Kritzer and Associates is committed to helping clients achieve their financial goals in a clear and understandable way. They offer a goals-based approach that includes services such as net-worth statements, cash-flow summaries, and asset-allocation analysis. The institution focuses on five key questions to guide their support, ensuring that clients' goals, family dynamics, risk tolerance, values, and definition of a successful client-advisor relationship are all taken into account. By customizing their services to each individual client, Merrill Lynch aims to transform dreams into action and help clients pursue their unique financial needs and objectives. With access to the resources of Merrill and Bank of America, the team at Merrill Lynch Financial Advisor Mark Kritzer is dedicated to helping clients manage, grow, and preserve their wealth for the future. Through personalized investment strategies and comprehensive financial solutions, they strive to help clients achieve their goals and live their best financial life.
607 W 3rd St, Austin, TX 78701, United States
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