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TOP 30 Financial advisor crpc in Lubbock, TX
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Merrill Lynch Financial Advisor Eric Pittman
Merrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
Edward Jones - Financial Advisor: Byron Tyler, CEPA®|CRPC™
Edward Jones - Financial Advisor: Byron Tyler, CEPA®|CRPC™ is a reputable finance institution located at 10210 Frankford Avenue in Lubbock, Texas, United States. Specializing in financial planning and investment management, Byron Tyler is a Certified Exit Planning Advisor (CEPA) and Chartered Retirement Planning Counselor (CRPC) who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones - Financial Advisor: Byron Tyler, CEPA®|CRPC™ is committed to providing expert guidance and support to individuals and families looking to secure their financial future.
Edward Jones - Financial Advisor: Kathy Moeller, CRPC™
Edward Jones - Financial Advisor: Kathy Moeller, CRPC™ is a reputable financial institution located at 4903 82nd Street in Lubbock, Texas. As a Certified Retirement Planning Counselor (CRPC™), Kathy Moeller offers expert financial advice and guidance 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, Kathy Moeller can provide personalized solutions tailored to your unique needs. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Kathy Moeller, CRPC™ is a trusted partner in helping individuals and families secure their financial future.
Merrill Lynch Financial Advisor Risa L Jones
Merrill 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.
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