TOP 10 Financial advisor for entrepreneurs in Texas
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Edward Jones - Financial Advisor: Robyn Kirby, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Robyn Kirby, AAMS™|CRPC™ is a reputable finance institution located at 5145 Lake Ridge Parkway in Grand Prairie, Texas, United States. As a certified financial advisor with designations including AAMS™ and CRPC™, Robyn Kirby provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Robyn Kirby is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
5145 Lake Ridge Pkwy Suite 119, Grand Prairie, TX 75052, United States -
Timothy Bunt - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenTimothy Bunt is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2340 West Interstate 20, Arlington, Texas, United States. Timothy 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®. These certifications demonstrate Timothy's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As an experienced financial advisor, Timothy is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Timothy Bunt today for all your financial planning needs.
2340 W Interstate 20 #214, Arlington, TX 76017, United States -
Edward Jones - Financial Advisor: Zachary Friday
● OpenEdward Jones - Financial Advisor: Zachary Friday is a reputable finance institution located at 5099 U.S. 377 in Aubrey, Texas, United States. Zachary Friday is a highly skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Zachary Friday can provide personalized financial advice and guidance. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Zachary Friday is committed to helping clients navigate the complex world of finance with confidence and peace of mind.
5099 US-377, Aubrey, TX 76227, United States -
Edward Jones - Financial Advisor: Jack J Carpenter, CEPA®
● ClosedEdward Jones - Financial Advisor: Jack J Carpenter, CEPA® is a reputable finance institution located at 220 South Denton Tap Road in Coppell, Texas, United States. Jack J Carpenter, a Certified Exit Planning Advisor, provides expert financial advice and personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Jack J Carpenter and his team at Edward Jones are committed to providing top-notch financial guidance and support.
220 S Denton Tap Rd Ste 205, Coppell, TX 75019, United States -
Nathan Towers - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNathan Towers is a financial advisor at Ameriprise Financial Services, LLC located at 1608 Airport Freeway, Bedford, Texas, United States. Nathan 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®. Nathan specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong commitment to ethics and expertise in various areas of financial planning, Nathan is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Nathan Towers at Ameriprise Financial Services, LLC for personalized financial advice and guidance.
1608 Airport Fwy, Bedford, TX 76022, United States -
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
● ClosedEdward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® is a reputable finance institution located at 9191 Kyser Way in Frisco, Texas, United States. Specializing in financial planning and wealth management, Jerry Ponzio, a Certified Financial Planner and Certified Exit Planning Advisor, provides personalized services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® is dedicated to helping individuals and families secure their financial future.
9191 Kyser Way #100, Frisco, TX 75033, United States -
Edward Jones - Financial Advisor: Jody T Madding
● ClosedEdward Jones - Financial Advisor: Jody T Madding is a trusted financial institution located at 133 Chieftain Drive in Waxahachie, Texas. Specializing in personalized financial planning and investment services, Jody T Madding is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Jody T Madding is committed to helping individuals and families secure their financial future. Contact them today to learn more about their comprehensive financial services.
133 Chieftain Dr Ste 106, Waxahachie, TX 75165, United States -
Edward Jones - Financial Advisor: Andy Polanco
● ClosedEdward Jones - Financial Advisor: Andy Polanco is a reputable financial institution located at 800 West Airport Freeway in Irving, Texas. As a trusted advisor, Andy Polanco provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Andy Polanco offers expertise in investment strategies, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Edward Jones - Financial Advisor: Andy Polanco is dedicated to providing quality financial advice and guidance.
800 W Airport Fwy Suite 115, Irving, TX 75062, United States -
Edward Jones - Financial Advisor: Christine E Brown, CEPA®
● ClosedEdward Jones - Financial Advisor: Christine E Brown, CEPA® is a reputable finance institution located at 100 U.S. 77 in Hallettsville, Texas, United States. Christine E Brown is a Certified Exit Planning Advisor (CEPA®) who provides personalized financial advice and solutions to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and wealth management, Christine E Brown and the team at Edward Jones are dedicated to helping individuals and families secure their financial future. Visit their office today to start planning for a brighter tomorrow.
100 US-77, Hallettsville, TX 77964, United States -
Edward Jones - Financial Advisor: Cynthia Luna, CFP®|CEPA®
● ClosedEdward Jones - Financial Advisor: Cynthia Luna, CFP®|CEPA® is a trusted financial institution located at 307 East Ovilla Road, Red Oak, Texas, United States. Specializing in personalized financial planning and investment strategies, Cynthia Luna, a Certified Financial Planner and Certified Exit Planning Advisor, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Cynthia Luna, CFP®|CEPA® is dedicated to providing top-tier financial services to individuals and families in the Red Oak area.
307 East Ovilla Road Suite 200, Red Oak, TX 75154, United States -
Edward Jones - Financial Advisor: Daniel S Gonzales
● ClosedEdward Jones - Financial Advisor: Daniel S Gonzales is a reputable finance institution located at 1030 Country Lane in Castroville, Texas, United States. Daniel S Gonzales is a knowledgeable and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Daniel S Gonzales can help create a customized financial plan tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Daniel S Gonzales is committed to helping clients secure their financial future.
1030 Country Ln, Castroville, TX 78009, United States -
Merrill Lynch Financial Advisor Richard L Sullins
● OpenMerrill Lynch Financial Advisor Richard L Sullins is a finance institution located at 286 Grand Avenue, Southlake, Texas, United States. Our team specializes in creating wealth management strategies tailored to help you achieve your financial goals. With a focus on transparency and earning your trust, we offer personalized one-on-one attention along with the global resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America. Richard Sullins has been in the financial services industry since 1998 and is dedicated to understanding where clients are in their financial journey. As a Texas native and Texas A&M graduate, Richard is actively involved in the community and supports various organizations. Our approach begins with a conversation to identify your priorities and goals, allowing us to develop a personalized plan centered around what matters most to you. We believe in helping you pursue your aspirations while managing investment risks. Contact us today to start working towards your financial objectives with the support of a dedicated Merrill Lynch Wealth Management Advisor.
286 Grand Ave # 200, Southlake, TX 76092, United States -
First Command Financial Advisor - Tina Pierce
● ClosedFirst Command Financial Advisor - Tina Pierce is a trusted financial institution located at 6243 Interstate 10 in San Antonio, Texas. Specializing in providing personalized financial planning services, Tina Pierce helps clients achieve their financial goals through strategic investment strategies, retirement planning, and wealth management. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Tina Pierce is dedicated to helping individuals and families secure their financial future. Contact them today to start planning for tomorrow.
6243 I-10 Suite #250, San Antonio, TX 78201, United States -
Planto Roe Financial Services
● ClosedPlanto Roe Financial Services is a reputable finance and insurance agency located at 19230 Stonehue in San Antonio, Texas. With a commitment to providing superior financial services to individuals and businesses, our team of experienced professionals offers a wide range of financial solutions tailored to meet the unique needs of our clients. Whether you are looking for insurance coverage, investment advice, retirement planning, or wealth management services, Planto Roe Financial Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
19230 Stonehue # 4200, San Antonio, TX 78258, United States -
David Wynn - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Wynn is a financial advisor at Ameriprise Financial Services, LLC located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. David Wynn holds various certifications 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®, 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®. These certifications demonstrate David Wynn's expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. David Wynn is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with specialized needs such as military personnel and families with special needs children. Contact David Wynn for expert financial guidance and support.
1314 E Sonterra Blvd bldg 4 ste 401, San Antonio, TX 78258, United States -
Gary Wurl - Certified Financial Planner
● ClosedGary Wurl - Certified Financial Planner is a reputable finance institution located at 13231 Champion Forest Drive in Houston, Texas, United States. With a focus on providing expert financial planning services, Gary Wurl and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Gary Wurl - Certified Financial Planner can provide personalized solutions to meet your needs. Trust in their expertise and experience to guide you towards financial success.
13231 Champion Forest Dr Ste 311A, Houston, TX 77069, United States -
Carl Vincent - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCarl Vincent - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11757 Katy Freeway, Houston, 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 Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs such as veterans and individuals with special needs. The institution is dedicated to providing comprehensive and personalized financial advice to help individuals and businesses achieve their financial goals.
11757 Katy Fwy Ste 580, Houston, TX 77079, United States -
David Brollier - RBC Wealth Management Financial Advisor
● OpenDavid Brollier - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1001 Fannin Street in Houston, Texas. As a dedicated financial advisor, David Brollier provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and financial planning, David Brollier is committed to helping clients secure their financial future. Trust in David Brollier - RBC Wealth Management Financial Advisor for professional and reliable financial services in Houston, Texas.
1001 Fannin St Suite 1200, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Paul M Margraves
● ClosedMerrill Lynch Financial Advisor Paul M Margraves, located at 800 Capitol Street in Houston, Texas, is dedicated to providing straightforward guidance and prudent financial choices to help clients build lasting wealth. The institution focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support. With over 210 years of collective industry experience and managing over $3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at Merrill Lynch believes in simplifying the complexities of financial lives by offering banking services through Bank of America, N.A. Through a non-emotional investment process that includes strategic asset allocation and diversification, the team at Merrill Lynch aims to help clients achieve their financial goals while managing portfolio risk. Meetings are held regularly to review performance, rebalance portfolios, and adjust strategies as needed. The institution is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works to educate and assist clients in reaching their financial goals, while Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures. Registered Wealth Management Client Associate Elena "Kate" Walker, a lifelong Houstonian and world traveler, works with domestic and international clients, providing support and assistance in managing their wealth. The team at Merrill Lynch is committed to helping clients achieve their financial goals and build a secure financial future.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor JJ DeForest
● ClosedMerrill Lynch Financial Advisor JJ DeForest is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support with world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets, they serve CEOs, entrepreneurs, and executives. The team at TSPN Wealth Management Group helps clients simplify their financial lives through strategic asset allocation and portfolio diversification. They offer banking services through Bank of America, N.A. Meetings are held to review investment performance and adjust strategies as needed. JJ DeForest, a Financial Advisor with Merrill Lynch, works to educate clients on reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client. Sylvia, another Financial Advisor, helps families and business executives prepare for their financial future by understanding their needs and aspirations. Registered Wealth Management Client Associate Elena “Kate” Walker, fluent in Spanish, has been with Merrill Lynch since 2017 and assists domestic and international clients. The team is dedicated to building strong client relationships based on trust and personalized service.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Randy Simpson
● ClosedMerrill Lynch Financial Advisor Randy Simpson is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals including CEOs, entrepreneurs, and executives. They aim to simplify the complexities of financial lives by offering banking services through Bank of America, N.A. The team believes in tailoring investment strategies to client goals, risk tolerance, and time horizon, with a focus on diversification across global asset classes. Meetings are held regularly to review performance and make necessary adjustments. The team is supported by Merrill's global resources and is dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ from Merrill Lynch in Houston works to educate and assist clients in reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client's needs. Financial Advisor Sylvia is committed to helping families and business executives prepare for their financial future by creating long-lasting client relationships built on trust. She works collaboratively with clients to design customized roadmaps to reach their financial goals. Registered Wealth Management Client Associate Kate Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she is an honors graduate with a background in social science research and a passion for community involvement.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Christopher C. Magee
● ClosedMerrill Lynch Financial Advisor Christopher C. Magee, located at 2800 Post Oak Boulevard in Houston, Texas, provides expert guidance and advice to business owners, entrepreneurs, and executives in the aerospace industry. With a strong banking background and years of experience, Chris helps clients navigate their financial lives by looking at both sides of their balance sheets. He holds a bachelor's degree in finance and economics from Texas State University and is a Chartered Retirement Planning Counselor™, CRPC™, offering valuable insights on structuring wealth for retirement. Chris takes a holistic approach to wealth management, uncovering clients' aspirations and helping them achieve their financial goals. When he's not in the office, Chris enjoys fishing, golf, and fitness. As a Merrill Lynch Wealth Management Advisor, Chris focuses on understanding his clients' priorities, goals, and changing needs over time. By developing personalized financial plans and staying informed on market trends, he helps clients pursue their aspirations and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris works with clients to address their financial needs and achieve their long-term goals. Backed by the resources and expertise of Merrill Lynch, Chris is dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Chris is committed to helping you achieve financial success. Contact Chris Magee today to start a conversation about your financial goals and aspirations.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Daniel Wallach
● ClosedMerrill Lynch Financial Advisor Daniel Wallach 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 over $3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and world-class resources to help clients achieve their financial goals while preserving their financial futures. Their non-emotional investment process includes strategic asset allocation tailored to each client's goals, risk tolerance, and liquidity needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They have received recognition on the Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. Financial Advisor JJ is dedicated to helping clients reach their personal and financial goals by creating customized wealth management plans. Financial Advisor Sylvia helps families and business executives prepare for their financial future by understanding their needs and values. Registered Wealth Management Client Associate Kate Walker, fluent in Spanish, works with domestic and international clients and has a passion for social science research. Merrill Lynch Financial Advisor Daniel Wallach and his team are committed to helping clients simplify the complexities of their financial lives and achieve their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Corey DiFazio
● ClosedMerrill Lynch Financial Advisor Corey DiFazio is a finance institution located at 800 Capitol Street, 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, their team of professionals serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and tailored investment strategies to help clients achieve their financial goals and preserve their wealth for the future. The team at Merrill Lynch focuses on strategic asset allocation, diversification, and regular portfolio reviews to ensure clients are on track to meet their objectives. With a commitment to trust and personalized service, they work closely with clients to simplify the complexities of their financial lives. Merrill Lynch Financial Advisor Corey DiFazio is dedicated to helping clients navigate the process of managing family wealth and achieving their financial aspirations.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Jeremy C Newton
● ClosedThe 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.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Jacoby Zane West
● ClosedMerrill Lynch Financial Advisor Jacoby Zane West is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments, financial trends, and complex strategies, focusing instead on combining world-class resources with personalized support. With over 210 years of collective industry experience and over 3 billion in client assets, the TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. They offer banking services through Bank of America, N.A. The institution believes in achieving financial success by making investment decisions that align with clients' goals. They emphasize strategic asset allocation tailored to each client's risk tolerance, time horizon, and liquidity needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service.
800 Capitol St, Houston, TX 77002, 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 -
Merrill Lynch Financial Advisor Michael Turner
● ClosedMerrill Lynch Financial Advisor Michael Turner is a finance institution located at 800 Capitol Street, 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, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their team focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support to help clients achieve their financial goals and preserve their futures. They offer banking services through Bank of America, N.A. and believe in a non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Timothy J White
● ClosedMerrill 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.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Craig Lambert Massey
● OpenMerrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
800 Capitol St, Houston, TX 77002, United States
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