Financial advisor certifications in Texas
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Dan Phillips CFP®, CRPC®, AAMS®/ Financial Planner
● OpenDan Phillips CFP®, CRPC®, AAMS® is a renowned financial planner located at 4800 Acton Highway in Granbury, Texas, United States. With a strong background in finance and a variety of prestigious certifications, Dan Phillips is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Dan Phillips CFP®, CRPC®, AAMS® is committed to providing personalized and professional financial advice. Contact the institution today to schedule a consultation and take the first step towards securing your financial future.
4800 Acton Hwy, Granbury, TX 76049, United States -
Merrill Lynch Financial Advisor John Barret
● OpenMerrill 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.
5128 Apache Plume Rd Suite 240, Fort Worth, TX 76109, United States -
Merrill Lynch Financial Advisor Scot Rogers
● OpenMerrill Lynch Financial Advisor Scot Rogers, located at 286 Grand Avenue, Southlake, Texas, is a finance institution that offers wealth management strategies and investment services to individuals, families, and business clients. With over 30 years of experience in the financial services industry, Scot Rogers and his team aim to simplify clients' lives by helping them make informed financial decisions based on personalized plans designed to achieve their goals. Scot holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation, ensuring that clients receive expert advice and guidance. By getting to know each client personally, Scot and his team develop customized financial approaches that reflect individual needs, priorities, and financial situations. With access to the global resources of Merrill Lynch, clients can expect comprehensive financial solutions tailored to help them achieve their goals. Whether planning for retirement, funding education, or managing wealth for future generations, Scot Rogers and his team are committed to building strong client relationships based on trust and personalized service.
286 Grand Ave # 200, Southlake, TX 76092, United States -
Edward Jones - Financial Advisor: Brad Hinson, CFP®|AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Brad Hinson, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 3001 Farm to Market Road 2181 in Corinth, Texas, United States. With a team led by Brad Hinson, who holds prestigious certifications such as CFP®, AAMS™, and CRPC™, this institution offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust Brad Hinson and his team to guide you towards a secure financial future.
3001 FM2181 Suite 500, Corinth, TX 76210, United States -
Guy Church - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGuy Church - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1608 Airport Freeway in Bedford, Texas, offers a range of financial services to meet the diverse needs of individuals. Guy Church holds various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Guy Church adheres to a strict code of ethics and provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Guy Church can provide the guidance and expertise you need. Contact Guy Church - Private Wealth Advisor today to schedule a consultation and take the first step towards securing your financial future.
1608 Airport Fwy, Bedford, TX 76022, United States -
Tre Carruthers - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTre Carruthers - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2221 East Lamar Boulevard in Arlington, Texas, offers a wide range of financial services to individuals seeking to manage their assets and investments. Tre Carruthers holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and ongoing education, Tre Carruthers provides personalized financial advice tailored to each client's unique needs. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Tre Carruthers can help you achieve your financial goals with confidence and peace of mind.
2221 E Lamar Blvd Ste 220, Arlington, TX 76006, United States -
Kane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 417 Oakbend Drive, Lewisville, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of wealth management, asset allocation, retirement planning, estate planning, and more. The institution aims to provide clients with expert financial advice and solutions tailored to their individual needs.
417 Oakbend Dr #270, Lewisville, TX 75067, United States -
Beacon Pointe Advisors
● Openpersonalized and holistic approach to wealth management. Gigi holds the Certified Financial Planner™ (CFP®) certification and graduated from the University of Texas at Austin with a Bachelor's degree in Finance. Prior to joining Beacon Pointe, Gigi worked at Merrill Lynch and UBS Financial Services, gaining valuable experience in investment management and financial planning. In her free time, Gigi enjoys traveling, hiking, and spending time with her family and friends."
5810 Tennyson Pkwy #525, Plano, TX 75024, United States -
Merrill Lynch Financial Advisor Martin W Pate
● OpenMerrill Lynch Financial Advisor Martin W Pate is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Martin has been with Merrill Lynch Wealth Management since 1996 and specializes in assisting clients with portfolio construction tailored to their risk tolerance, objectives, and time horizon through the Investment Advisory Program. He holds certifications as a Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor, CPFA. Martin is a graduate of Texas A&M University with a Masters in Statistics and is actively involved in local charities. The institution offers personalized wealth management services to help clients meet their financial goals, whether for personal wealth or organizational needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Matthew D Landry - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew D Landry is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Bering Drive, Houston, Texas, United States. Matthew D Landry holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. Matthew D Landry specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning. Matthew D Landry is dedicated to upholding the highest ethical standards and continuing education in the field of finance to best serve the needs of their clients.
800 Bering Dr # 105, Houston, TX 77057, United States -
Merrill Lynch Financial Advisor Don P. Martone
● OpenMerrill Lynch Financial Advisor Don P. Martone is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. Don Martone is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping clients make important financial decisions, Don and his team provide insights, observations, and ideas to help clients achieve their financial goals. Don specializes in working with seasoned oil & gas professionals, helping them create legacies for their families. Initial discovery meetings are complimentary and without obligation, focusing on identifying goals and potential financial planning options. Don's approach goes beyond investment management, offering a tax-smart strategy for wealth accumulation, distribution, and transfer. With professional certificates from top universities, Don is committed to honing his skills to better serve his clients. Supported by a team of experts, advanced technology, and outside partnerships, Don ensures that financial assets are preserved and working hard for clients. By focusing on clients' goals, priorities, and values, Don helps clients pursue their financial aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Don works with clients to develop personalized approaches to address their financial needs. Through conversations and assessments, Don gets to know clients on a personal level, creating customized financial strategies tailored to their unique goals and preferences. As life and goals change, Don helps clients stay on track by revisiting and adjusting their financial approach. By putting clients first and offering personalized advice and guidance, Don helps clients achieve their financial goals and navigate market fluctuations. With a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors like Don Martone help clients build customized investment approaches to address their needs and pursue their goals. Contact Don Martone at 281-882-4818 or email don.martone@ml.com, visit him online at www.fa.ml.com/don-martone, or connect with him on LinkedIn to learn more about how he can help you achieve your financial goals.
1780 Hughes Landing Blvd, The Woodlands, TX 77380, United States -
William M Probe - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWilliam M Probe is a financial advisor at Ameriprise Financial Services, LLC located at 3200 Southwest Freeway in Houston, Texas, United States. William holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate William's expertise in a wide range of financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and ongoing education, William is dedicated to helping individuals and businesses achieve their financial goals. Contact William M Probe at Ameriprise Financial Services, LLC for personalized financial advice tailored to your unique needs.
3200 Southwest Fwy Ste 3100, Houston, TX 77027, United States -
Merrill Lynch Financial Advisor Kristen Hanshaw Nichols
● Openroducing 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.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor David T Cheak
● OpenMerrill Lynch Financial Advisor David T Cheak, located at 17225 El Camino Real in Houston, Texas, is a finance institution led by David T. Cheak, CFP® Managing Director and Wealth Management Advisor. With over 30 years of experience in the financial services industry, David focuses on helping clients determine long-term financial goals and develop customized strategies. Specializing in retirees, widows, and business owners, David holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification. As a Senior Resident Director at Merrill Lynch Wealth Management, David and his team offer personalized financial planning services tailored to each client's needs and goals. By conducting a Merrill Personal Wealth Analysis™, they create a personalized plan centered on the client's aspirations and priorities. Utilizing resources from Merrill Lynch and Bank of America, the team helps clients manage, grow, and preserve their wealth while considering future generations.
17225 El Camino Real Suite 200, Houston, TX 77058, United States -
Tres Palmer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTres Palmer - Financial Advisor, Ameriprise Financial Services, LLC is a comprehensive financial institution located at 108 Wild Basin Road South, Austin, Texas, United States. Specializing in finance, Tres Palmer offers a range of services to meet the diverse needs of individuals and businesses. The institution boasts a team of highly qualified professionals with a variety of certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These designations demonstrate expertise and commitment to providing top-notch financial advice and services to clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Tres Palmer - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping you achieve your financial goals with professionalism and integrity.
108 Wild Basin Rd S Suite 250, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Michelle L Graham
● OpenMerrill Lynch Financial Advisor Michelle L Graham is a finance institution located at 607 West 3rd Street, Austin, Texas, United States. Michelle has been working in the financial services industry since 2001 and specializes in developing customized strategies for clients based on their individual circumstances and priorities. As a specially qualified Portfolio Manager, she can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Michelle holds a bachelors degree from the University of Notre Dame and lives in Austin with her husband and three children. At Merrill Lynch Wealth Management, Michelle and her team focus on understanding clients' goals, priorities, and life changes to create personalized financial strategies. They use tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment to tailor their approach to each client's unique needs. By staying in touch with clients regularly and adjusting their financial plans as needed, the team helps clients stay on track to achieve their goals.
607 W 3rd St, Austin, TX 78701, United States -
Merrill Lynch Financial Advisor Robert F. Escudero II
● OpenMerrill Lynch Financial Advisor Robert F. Escudero II is a trusted institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. As a Merrill advisor, Robert F. Escudero II works with clients to connect all aspects of their financial lives in order to prioritize and pursue their most important goals. With a bachelor's degree in Economics from Pepperdine University and a Certificate in Financial Planning from the Certified Financial Planner Board of Standards, Inc., Robert F. Escudero II has been in the financial services industry since 2015 and joined Merrill in 2020. Robert F. Escudero II offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address various aspects of their financial lives. The team at Merrill Lynch Wealth Management, led by Robert F. Escudero II, is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill, clients can benefit from a personalized plan centered on their goals and focused on what matters most to them.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
M C Tyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenM C Tyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11675 Jollyville Road, Austin, Texas, United States. The institution offers a range of certifications and designations to its advisors to ensure they provide expert financial advice to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics such as asset management, estate planning, retirement planning, and investment strategies. The advisors at M C Tyer - Private Wealth Advisor are highly qualified and dedicated to providing top-notch financial services to their clients.
11675 Jollyville Rd STE 200, Austin, TX 78759, United States -
Edward Jones - Financial Advisor: Logan S Palmer, CEPA®|AAMS™|CRPS™
● OpenEdward Jones - Financial Advisor: Logan S Palmer, CEPA®|AAMS™|CRPS™ is a reputable financial institution located in Hereford, Texas, United States. With a focus on providing expert financial advice and services, Logan S Palmer holds certifications in Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™). Clients can expect personalized financial planning tailored to their individual needs and goals. Visit the office at 436 Schley Avenue to start planning for a secure financial future with Edward Jones.
436 Schley Ave, Hereford, TX 79045, United States -
Edward Jones - Financial Advisor: Dana R Curtis, CFP®|ChFC®|ABFP™|AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Dana R Curtis, CFP®|ChFC®|ABFP™|AAMS™|CRPC™ is a renowned financial institution located at 7639 Hillside Road in Amarillo, Texas, United States. With a team of highly qualified professionals, including Dana R Curtis who holds multiple prestigious certifications, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or need assistance with managing your wealth, Edward Jones is dedicated to providing personalized and comprehensive financial solutions to meet your needs. Trust in their expertise and experience to secure your financial future.
7639 Hillside Rd Suite 100, Amarillo, TX 79119, United States -
Edward Jones - Financial Advisor: Mo Hudson, AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Mo Hudson, AAMS™|CRPC™ is a reputable financial institution located at 3501 South Soncy Road in Amarillo, Texas, United States. Specializing in finance, Mo Hudson offers personalized financial advice and services to help clients achieve their financial goals. With certifications in AAMS™ and CRPC™, Mo Hudson is dedicated to providing expert guidance and support to clients in all aspects of financial planning and investment management. Visit Edward Jones - Financial Advisor: Mo Hudson, AAMS™|CRPC™ today to secure your financial future.
3501 S Soncy Rd Suite 2, Amarillo, TX 79119, United States -
Gregory Farber - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGregory Farber is a private wealth advisor at Ameriprise Financial Services, LLC located at 7840 Hillside Road in Amarillo, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gregory Farber specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to helping clients achieve their financial goals and navigate complex financial situations.
7840 Hillside Rd Suite 200, Amarillo, TX 79119, United States -
Merrill Lynch Financial Advisor Marwan Touma
● OpenMerrill Lynch Financial Advisor Marwan Touma is a trusted institution located at 8101 Southwest 34th Avenue, Amarillo, Texas, United States. Specializing in finance, Marwan Touma is dedicated to managing your wealth by creating personalized strategies tailored to your unique financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Marwan Touma can help you pursue your aspirations through customized wealth management strategies. Marwan Touma believes in actively participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, a personalized financial plan can be developed based on your objectives and aspirations. By engaging in meaningful conversations, Marwan Touma aims to understand your priorities, whether it's planning for retirement, saving for a home, or funding a child's education.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Carr is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street, Lubbock, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Matthew is committed to providing excellent financial planning services to his clients. With a focus on ethical practices and comprehensive knowledge in various financial areas, Matthew Carr is dedicated to helping individuals achieve their financial goals.
3315 81st St ste d, Lubbock, TX 79423, United States -
Jason Seefeld - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJason Seefeld is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street in Lubbock, Texas, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jason Seefeld is equipped to provide comprehensive financial planning services. Specializing in asset management, retirement planning, estate planning, and investment strategies, Jason Seefeld is dedicated to helping individuals achieve their financial goals. Additionally, with expertise in areas such as fixed-rate and variable annuities, senior financial issues, divorce financial analysis, and estate planning, Jason Seefeld offers a wide range of services to meet the diverse needs of clients. Whether you are planning for retirement, managing investments, or preparing for life changes, Jason Seefeld can provide personalized financial advice and guidance.
3315 81st St ste d, Lubbock, TX 79423, United States -
Merrill Lynch Financial Advisor Shawn M Johnson
● OpenMerrill Lynch Financial Advisor Shawn M Johnson is a finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. The institution focuses on managing your wealth by creating flexible strategies tailored to your financial goals and priorities. They provide access to investment insights from Merrill and banking solutions from Bank of America. The advisor, Shawn M Johnson, is dedicated to helping clients pursue their goals through personalized wealth management strategies. They believe in building strong relationships with clients by understanding their needs and priorities, and offering personalized financial approaches. The institution offers tools such as the Merrill Personal Wealth Analysis™ and Investment Personality Assessment to help clients achieve their financial goals. The advisor is registered in multiple states and holds certifications from the CFP Board and The College for Financial Planning Institutes Corp. They emphasize the importance of understanding the risks and potential losses involved in investing, and encourage clients to consult legal and tax advisors before making financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Shawn M Johnson aims to help clients achieve their financial goals and navigate the complexities of the financial markets.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Merrill Lynch Financial Advisor Risa L Jones
● OpenMerrill Lynch Financial Advisor Risa L Jones is a finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. Risa Jones focuses on managing your wealth by creating personalized strategies tailored to your financial goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Risa Jones can help you pursue your financial aspirations through personalized wealth management strategies. Risa Jones is dedicated to participating in the local community and volunteering with organizations. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. By understanding your investment preferences through the Investment Personality Assessment, Risa Jones can customize a financial approach to help you achieve what matters most to you. The institution focuses on building a long-term relationship with clients, adapting their financial approach as life and goals change. With a commitment to understanding clients' priorities, Risa Jones works to design and implement a personalized plan to help manage investment risk and turn goals into reality. By staying informed about changes in your life and revisiting your financial approach, Risa Jones aims to help you achieve your financial goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Risa Jones is registered to do business in multiple states and holds certifications including CFP® and CRPC™. Investing involves risk, and clients are advised to consult legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage, investment advisory, and other services to help clients achieve their financial goals.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Rosa Landin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRosa Landin - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 444 Executive Center Boulevard, El Paso, Texas, United States. Specializing in finance, the institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation® among others. The institution is dedicated to providing expert financial advice and planning to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Rosa Landin - Financial Advisor, Ameriprise Financial Services, LLC is committed to helping clients achieve their financial goals and secure their financial future.
444 Executive Center Blvd Ste 222, El Paso, TX 79902, United States -
Omar Chavez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenOmar Chavez - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 5760 North Mesa Street, El Paso, Texas, United States. Specializing in finance, this institution offers a variety of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification to the Chartered Financial Analyst® designation, advisors at Omar Chavez - Financial Advisor, Ameriprise Financial Services, LLC have undergone rigorous training and education in areas such as asset management, estate planning, retirement planning, and investment strategies. With a focus on ethics and professionalism, clients can trust that they are receiving top-quality financial advice from knowledgeable and experienced advisors. Whether you are a retiree, small business owner, or high net worth individual, the advisors at Omar Chavez - Financial Advisor, Ameriprise Financial Services, LLC have the expertise to help you meet your financial goals.
5760 N Mesa St, El Paso, TX 79912, United States -
Raul Bencomo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRaul Bencomo is a Financial Advisor at Ameriprise Financial Services, LLC located at 5760 North Mesa Street in El Paso, Texas, United States. Raul Bencomo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Raul Bencomo is dedicated to providing expert financial advice to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment strategies. With a strong commitment to ethics and ongoing education, Raul Bencomo is well-equipped to help clients achieve their financial goals.
5760 N Mesa St, El Paso, TX 79912, United States
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