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TOP 30 Financial planning for families in Universal City, TX
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Planned Life Insurance
Planned Life Insurance is a reputable insurance agency located at 12417 Sun Terrace Avenue in El Paso, Texas. We specialize in providing comprehensive life insurance policies tailored to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and families secure their financial future through reliable and affordable coverage options. Whether you are looking for term life, whole life, or universal life insurance, we are here to guide you through the process and ensure you have the protection you need. Contact us today to learn more about our services and how we can help you plan for the unexpected.
Universal Fidelity Life Insurance
Universal Fidelity Life Insurance is a reputable insurance agency located at 8212 Ithaca Avenue in Lubbock, Texas, United States. With a commitment to providing top-notch life insurance policies to protect individuals and families, Universal Fidelity Life Insurance offers a range of coverage options tailored to meet the specific needs of each client. Whether you are looking for term life insurance, whole life insurance, or other types of coverage, their experienced agents are dedicated to helping you find the right policy to secure your financial future. Trust Universal Fidelity Life Insurance to provide reliable and affordable insurance solutions for peace of mind.
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: Gene Lamis, CFP®|AAMS™
Edward Jones - Financial Advisor: Gene Lamis, CFP®|AAMS™ is a reputable financial institution located at 1300 South University Drive in Fort Worth, Texas, United States. Gene Lamis, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term wealth management and investment strategies, Gene Lamis provides expert guidance to individuals and families looking to secure their financial future. Contact Edward Jones - Financial Advisor: Gene Lamis, CFP®|AAMS™ today to schedule a consultation and start planning for a brighter financial tomorrow.
Merrill Lynch Financial Advisor John Barret
Merrill Lynch Financial Advisor John Barret, located at 5128 Apache Plume Road in Fort Worth, Texas, is dedicated to helping young professionals understand the impact of wealth management at an early age. John, who joined Merrill in 2012, works with a team-based approach to provide direction and clarity for his clients' financial futures. He offers a high level of attentive service, focusing on organizing and simplifying their financial lives. John draws on his own knowledge and a team of specialists to address clients' unique situations, including credit and lending services through Bank of America, N.A. John earned his bachelor's degree in finance from Texas Tech University and lives in Aledo with his family. He enjoys playing golf, hunting, fishing, and spending time at his family's ranch. The institution offers personalized plans, investment strategies, and financial solutions to help clients pursue their goals and manage investment risk. As a Merrill Lynch Wealth Management Advisor, John is committed to understanding his clients' priorities and working with them to achieve their financial objectives. With access to the resources of Merrill and Bank of America, he can develop an approach tailored to each client's needs. By regularly reviewing clients' goals and financial approaches, John helps them stay on track and adjust to changes in their lives and the market. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. John Barret is registered to do business in several states and holds the CPWA® certification. For more information about Merrill Lynch Financial Advisor John Barret and the services offered, visit the institution's website or contact the office directly.
Merrill Lynch Financial Advisor Stuart G Schultz
Merrill Lynch Financial Advisor Stuart G Schultz, located at 301 Commerce Street, Fort Worth, Texas, United States, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Stuart focuses on developing personalized strategies for individuals, families, and businesses to meet their short- and long-term financial objectives. As a Wealth Management Advisor and a graduate of Texas Christian University with a degree in Finance, Stuart and his team provide tailored advice and guidance to help clients prepare for retirement and navigate the complexities of the financial markets. Committed to community involvement, Stuart and his family are active supporters of various organizations in Fort Worth. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, clients receive personalized plans and investment strategies aligned with their goals and priorities. With access to the global resources of Merrill and Bank of America, Stuart works with clients to manage, grow, and preserve their wealth while addressing their evolving financial needs. As a Registered Senior Wealth Management Client Associate, Stuart prioritizes building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, Stuart helps clients stay on track to achieve their goals and navigate life's changes. With a focus on understanding each client's unique needs and priorities, Stuart is dedicated to helping clients achieve financial success and turn their goals into reality. Whether planning for retirement, education, or wealth transfer, Stuart and his team provide comprehensive financial solutions tailored to each client's individual situation. Merrill Lynch Wealth Management Advisors like Stuart Schultz are committed to putting clients first, providing personalized investment strategies and access to comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Brooks A Bowman
Merrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.
Merrill Lynch Financial Advisor Justin Lemish
Merrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.
Merrill Lynch Financial Advisor Benjamin H Taylor
Merrill Lynch Financial Advisor Benjamin H Taylor is a finance institution located at 17802 Interstate 10, San Antonio, Texas, United States. Ben Taylor, a U.S. Army Armor Officer veteran, has been with Merrill Lynch since 1998 and holds a B.A. in History from Trinity University and an M.B.A from Webster University. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and 66 FINRA registrations. Ben focuses on creating personalized strategies for individuals and families to help them achieve their financial goals, including retirement and estate planning. He is actively involved in his community and is passionate about helping clients manage and grow their wealth. With access to the resources of Merrill and Bank of America, Ben and his team provide personalized service to build strong client relationships based on trust. They work with clients to develop customized investment approaches that align with their goals and priorities, helping them navigate the complexities of their financial lives. Ben believes in the power of understanding his clients' aspirations and designing plans to turn their goals into reality. By staying informed and addressing changes in clients' lives and the market, Ben helps clients stay on track to achieve what matters most to them. Whether it's planning for retirement, buying a home, or funding education, Ben is dedicated to helping clients live their best financial lives.
Edward Jones - Financial Advisor: Vaughan Ruple
Edward Jones - Financial Advisor: Vaughan Ruple is a trusted financial institution located at 433 Kitty Hawk Road in Universal City, Texas, United States. As a dedicated finance professional, Vaughan Ruple provides personalized financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Edward Jones - Financial Advisor: Vaughan Ruple is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with Vaughan Ruple by their side.
Merrill Lynch Financial Advisor Don P. Martone
Merrill 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 [email protected], 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.
Merrill Lynch Financial Advisor Tyra Gibson
Merrill Lynch Financial Advisor Tyra Gibson, located at 800 Capitol Street in Houston, Texas, United States, is a trusted institution in the finance industry. With over 10 years of experience, Tyra Gibson is dedicated to connecting clients and their families to global resources at the Firm. Specializing in private wealth advising and small business lending, Tyra can help business owners manage their finances and plan for the future through various strategies. With a Bachelor's degree in English from Spelman College and a Master's degree in Business Management from Wake Forest University, Tyra brings a wealth of knowledge to her clients. She is committed to understanding each client's unique goals and designing personalized plans to help them achieve financial success. Whether it's retirement planning, wealth management, or estate planning, Tyra works closely with her clients to develop strategies that align with their priorities. By utilizing the resources of Merrill Lynch and Bank of America, Tyra can offer comprehensive financial solutions tailored to each client's needs. With a focus on building long-term relationships, Tyra is dedicated to helping clients navigate life's financial challenges and changes. Through ongoing communication and regular reviews, Tyra ensures that her clients' financial approaches remain aligned with their evolving goals. As a Chartered Retirement Planning Counselor™, Tyra is well-equipped to guide clients through the complexities of retirement planning and investment management. With a commitment to personalized service and a deep understanding of each client's needs, Tyra Gibson is a reliable partner in helping individuals and families achieve their financial goals.
Merrill Lynch Financial Advisor Kristen Hanshaw Nichols
roducing Merrill Lynch Financial Advisor Kristen Hanshaw Nichols, located at 2800 Post Oak Boulevard in Houston, Texas. Kristen is a member of The Hanshaw Group, a team with over forty years of experience in finance. Since joining Merrill Lynch Wealth Management in 2011, Kristen has focused on guiding high-net-worth individuals and families in achieving their personal and financial goals. She values consistent communication with clients to ensure they have the right portfolio and makes adjustments as needed. Kristen's goal is to build a trusted relationship with her clients and be a reliable partner in their investment journey. Born and raised in Houston, Kristen is a proud Aggie with a Bachelor of Arts in Spanish and a minor in Business from Texas A&M University. She believes in offering individuals and families a stress-reduced pathway to finances by taking a proactive approach and navigating the many investment options available. Kristen's mission is to understand each client personally and help them create a financial approach that reflects their unique needs and priorities.
Edward Jones - Financial Advisor: Pablo Garcia Jr
Edward Jones - Financial Advisor: Pablo Garcia Jr is a reputable finance institution located at 104 University Boulevard in Kingsville, Texas, United States. Led by the experienced and knowledgeable financial advisor, Pablo Garcia Jr, the institution offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of investment options and financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Pablo Garcia Jr is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Andrew G Lamis
Edward Jones - Financial Advisor: Andrew G Lamis is a trusted financial institution located at 1300 South University Drive in Fort Worth, Texas. As a dedicated finance professional, Andrew G Lamis provides personalized investment and wealth management 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: Andrew G Lamis is committed to helping individuals and families navigate the complexities of financial planning and investment strategies. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Andrew G Lamis and the team at Edward Jones are here to provide expert guidance and support every step of the way.
Merrill Lynch Financial Advisor Antonio Arnulfo Salgado
Merrill Lynch Financial Advisor Antonio Arnulfo Salgado is a dedicated finance institution located at 1803 Broadway, San Antonio, Texas, United States. Antonio Arnulfo Salgado is a Senior Financial Advisor who prioritizes understanding each client's unique needs, concerns, and priorities. With a bachelor's degree in Finance and Business Management from Texas State University, he is committed to delivering excellent customer service and developing personalized strategies for individuals, families, and businesses. Antonio and his family are active in the communities of New Braunfels and San Antonio, Texas. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. The team, supported by the global resources of Merrill, is dedicated to helping clients achieve their financial goals. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's goals and aspirations.
Merrill Lynch Financial Advisor Hector Daniel Nino
Merrill Lynch Financial Advisor Hector Daniel Nino is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. With over 30 years of experience in the financial service industry, Danny Nino joined Merrill Lynch Wealth Management in 2013 and has been a Financial Advisor since 2002. He holds a B.A. in Economics from the University of Texas at Austin and earned his CERTIFIED FINANCIAL PLANNER certification in 2009. Danny is dedicated to helping clients achieve their financial goals through Merrill's Goals-Based Wealth Management approach. As part of the K & I and Associates Team, he focuses on financial strategies and retirement plans for businesses. Danny is also a Certified Plan Fiduciary Advisor, providing fiduciary services to Retirement Plan clients. Along with his wife Susan and young son, Danny enjoys traveling to new and exciting locations. The Merrill Personal Wealth Analysis™ offered by Merrill Lynch Wealth Management helps clients build personalized financial plans centered on their goals and aspirations. By focusing on family, goals, and priorities, the financial advisors at Merrill Lynch work to understand clients' evolving needs and provide tailored solutions. Through the Investment Personality Assessment, Merrill helps clients refine their investing preferences and customize financial approaches to align with their goals. The institution's mission is to help clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By continuously reviewing and adjusting financial approaches, Merrill Lynch Wealth Management aims to help clients achieve what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop strategies to address their financial needs. The institution offers a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors, who provide personalized investment strategies and comprehensive financial solutions. Hector Nino is registered to do business in multiple states and holds the CFP® certification. Merrill reminds clients that investing involves risks and recommends consulting legal and tax advisors before making financial decisions. With a focus on getting to know clients personally, Merrill Lynch Wealth Management Advisors design approaches that reflect clients' unique needs, priorities, and financial situations. By offering the latest investment insights and strategies, Merrill aims to help clients live their best financial lives.
First Command Financial Advisor - Sherry Neeley
First Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.
First Command Financial Advisor - Emi LaPlante
First Command Financial Advisor - Emi LaPlante is a trusted financial institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, save for retirement, or plan for your family's future, our advisors are here to provide personalized guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Merrill Lynch Financial Advisor Brian Campbell
Merrill Lynch Financial Advisor Brian Campbell is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With 6 years of experience in the financial services industry, Brian focuses on serving business owners, veterans, and families. He holds a bachelor's degree in History from The University of Houston and a Master of Business Administration in Finance and Investment Management from the University of Houston - Downtown. The institution is actively involved in the community, volunteering for organizations supporting Veteran causes and education. Merrill Personal Wealth Analysis™ is offered to build and document personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution offers advice and guidance based on clients' goals and priorities, focusing on helping individuals achieve their financial objectives. With access to Merrill's investment insights and banking solutions from Bank of America, the institution works with clients to develop customized approaches to address financial needs. Regular check-ins and adjustments to financial plans are made to ensure clients stay on track to achieve their goals. The institution believes in getting to know clients personally to create financial approaches that reflect individual personalities and priorities. Merrill Lynch Financial Advisor Brian Campbell is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Clients are encouraged to consult legal and tax advisors before making financial decisions. The institution provides a broad range of brokerage, investment advisory, and other services to help clients live their best financial lives.
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.
Merrill Lynch Financial Advisor Jeremy C Newton
The Merrill Lynch Financial Advisor Jeremy C Newton institution, located at 800 Capitol Street, Houston, Texas, United States, offers straightforward guidance and prudent financial choices to help clients build lasting wealth. The team at TSPN avoids risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their services include banking through Bank of America, N.A., and a personalized investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. The team meets with clients regularly to review performance and adjust strategies as needed. Merrill's global resources support the team, comprised of talented individuals dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a University of Houston graduate with a specialization in Personal Financial Planning, works to help clients achieve their financial goals. Financial Advisor Sylvia is committed to helping families and business executives plan for their financial future, creating long-lasting relationships built on trust. Registered Wealth Management Client Associate Kate, fluent in Spanish and a world traveler, assists domestic and international clients with a background in social science research. The team at Merrill Lynch Financial Advisor Jeremy C Newton is dedicated to helping clients simplify the complexities of their financial lives and reach their financial goals.
Merrill Lynch Financial Advisor Stephen P Lamb
Merrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
Merrill Lynch Financial Advisor Timothy J White
Merrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.
Merrill Lynch Financial Advisor Madison Spahr
Merrill Lynch Financial Advisor Madison Spahr is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they focus on providing straightforward guidance and prudent choices to build lasting wealth for their clients. With over 210 years of collective industry experience and managing 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, strategic asset allocation, and a focus on diversification to help clients achieve their financial goals. Meetings are held regularly to review performance and make adjustments as needed. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works with clients to create wealth management plans tailored to their goals. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures, taking the time to understand their needs and values. Registered Wealth Management Client Associate Kate has been with Merrill Lynch since 2017, bringing a wealth of experience working with domestic and international clients. They offer banking services through Bank of America, N.A., and lending services to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Douglas Quint
Merrill 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.
National Foundation Life Insurance Company
National Foundation Life Insurance Company is a trusted insurance provider located at 300 Burnett Street in Fort Worth, Texas. With a commitment to helping individuals and families protect their financial future, this institution offers a range of life insurance products to suit different needs and budgets. With a reputation for excellent customer service and reliable coverage, National Foundation Life Insurance Company is a top choice for those looking to secure their loved ones' well-being.
Craig Bagley - State Farm Insurance Agent
Craig Bagley - State Farm Insurance Agent is an insurance agency located at 1916 Martin Drive in Weatherford, Texas. Situated just one block off of Main Street next to Rosa's Cafe, Craig Bagley and his team of 17 licensed members have over 220 years of combined insurance experience. They offer a wide range of insurance products including Auto, Homeowners, Life, Business, Pet Insurance, Farm and Ranch Insurance, Supplemental Health, and Financial Services. Craig Bagley, a State Farm agent for 25 years, is dedicated to helping individuals and families protect themselves from financial burdens in the event of accidents, natural disasters, or other hardships. With a BBA in Finance from Angelo State University, Craig and his wife Kim have been serving the community for many years. Their team includes individuals like Mary, Andrea, Angie, Becky, Magen, Martha, Katy, Torry, Stacie, and others who are committed to providing excellent service and personalized insurance plans tailored to each client's unique needs.
Ryan Myers - State Farm Insurance
Ryan Myers - State Farm Insurance is an insurance agency located at 2412 Fort Worth Highway, Weatherford, Texas, United States. At Ryan Myers - State Farm Insurance, you can customize a coverage plan to protect what matters most to you, whether it's your family, belongings, or finances. With options for safe driving rewards, bundling discounts, and more, Ryan Myers can help you find the right solution for your needs. Specializing in auto insurance, Ryan Myers can help you find coverage that fits your needs in Weatherford, TX. From collision and comprehensive coverage to rental and rideshare insurance, there are plenty of options available. You can even save more by combining your auto and home policies with State Farm.
Steven Barber - State Farm Insurance Agent
Steven Barber - State Farm Insurance Agent is a trusted insurance agency located at 209 Belmont Street in Saginaw, Texas. We proudly serve the Saginaw, Lake Worth, Fort Worth, and surrounding Texas areas with a wide range of insurance services including Auto Insurance, Homeowner's Insurance, Renter’s Insurance, Condo Insurance, Life Insurance, Business Insurance, Food Truck Insurance, Pet Insurance, and Financial Services. Our focus is on helping residents relocate to the Tarrant County area. As your State Farm Insurance Agent, I am licensed in Texas, Oklahoma, and New Mexico. I am a graduate of Oklahoma State University and also a local Notary. With over 11 years of experience and a dedication to customer service, I am here to help you with all your insurance needs. Whether you are new to the Saginaw area or moving to Tarrant County, we are here to assist you with Car Insurance, Home Insurance, Renter’s Insurance, Condo Insurance, Life Insurance, Food Truck Insurance, and Business Insurance.
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