Financial planning for seniors america in Houston, Texas

Reverse America Advisors is a leading finance institution located at 5222 Cypress Creek Parkway in Houston, Texas. Our team of expert advisors specializes in reverse mortgage solutions, helping clients navigate the complex world of retirement planning and home equity management. With years of experience and a commitment to personalized service, Reverse America Advisors is dedicated to helping individuals make informed financial decisions that align with their unique goals and aspirations. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor John C Young is a Senior Portfolio Advisor with Merrill Lynch Wealth Management, located at 2800 Post Oak Boulevard in Houston, Texas. With 24 years of experience in the securities industry, John provides personalized wealth strategies and financial solutions tailored to each client's risk tolerance, time horizon, and investment goals. He is dedicated to understanding his clients' priorities and helping them pursue their financial objectives, whether it's planning for retirement, saving for a home, or funding a child's education. John believes in building long-term relationships with his clients, regularly reviewing and adjusting their financial approach to reflect changes in their lives and the markets. As a Chartered Retirement Planning Counselor, John is qualified to offer comprehensive financial planning services to help clients achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, John works with clients to develop customized investment strategies designed to address their financial needs. Whether you're looking to transfer wealth to the next generation or plan for future healthcare expenses, John is committed to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor John C Young to start building a personalized financial plan centered on your goals and priorities.

Merrill Lynch Financial Advisor Cameron T. Sparough is a trusted institution located in Houston, Texas, United States. Cameron Sparough believes in trust, integrity, and prosperity as the foundation of his financial advisory services. With a holistic approach to wealth management, Cameron works with individuals, family offices, corporate executives, and middle market companies to tailor financial strategies to meet their unique goals and needs. As a Senior Financial Advisor and Portfolio Manager, Cameron leverages the resources of Merrill Lynch and Bank of America to provide comprehensive financial solutions. With a background in Economics and a passion for the outdoors, Cameron is dedicated to helping clients achieve their financial goals and build sustainable wealth for future generations. Through personalized plans, ongoing communication, and a deep understanding of each client's objectives, Cameron Sparough strives to deliver an unparalleled client experience. Trust Cameron Sparough to guide you towards financial success and help you achieve your goals, whatever they may be.

Located at 3700 Buffalo Speedway in Houston, Texas, Merrill Lynch Financial Advisor Jin Huang offers personalized wealth management strategies to address individual financial needs. As a Senior Financial Advisor, Jin Huang prioritizes listening to clients and helping them make informed decisions to develop a comprehensive approach to managing wealth. With a focus on community involvement and education, Jin Huang is dedicated to helping clients understand investing and financial planning. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can work with Jin Huang to create a personalized financial strategy centered on their goals and priorities. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can plan for their financial future with transparency on potential risks and opportunities. Jin Huang is registered to do business in multiple states and encourages clients to consult with legal and tax advisors before making any financial decisions. Whether discussing changes in life or revisiting financial approaches, Jin Huang is committed to helping clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Jin Huang puts clients first every day.

Merrill Lynch Financial Advisor Jason Whitley is located at 800 Capitol Street in Houston, Texas, United States. Jason is a Senior Vice President and Senior Financial Advisor with TSPN Wealth Management at Merrill, bringing over 20 years of experience in investment management. Specializing in helping corporate executives and business owners grow and protect their wealth, Jason leverages the resources of Merrill Lynch Wealth Management and Bank of America to create personalized strategies. With a background in private equity and portfolio management, Jason holds an MBA with a concentration in portfolio management from Texas Christian University. He is a member of various professional organizations and has a strong commitment to building client relationships based on trust and personalized service. The TSPN Wealth Management Group offers services for both institutional and individual investors, including retirement planning, stock option exercise, and portfolio diversification. By understanding each client's unique goals and priorities, Jason and his team strive to create comprehensive strategies to turn those goals into reality. With a focus on personalized service and commitment to putting the interests of clients first, Merrill Lynch Financial Advisor Jason Whitley is dedicated to helping clients navigate the complexities of their financial lives and pursue their financial goals.

Merrill 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.

Merrill Lynch Financial Advisor Thanh Thi Nguyen is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Thanh Thi Nguyen, a Senior Financial Advisor, has been in the financial services industry since 2015. She specializes in helping clients develop personalized wealth management strategies to meet their individual needs. Thanh is committed to actively participating in the community and volunteers with local organizations. At Merrill Lynch Wealth Management, Thanh focuses on understanding her clients' priorities, goals, and family dynamics to create tailored financial plans. By utilizing the Merrill Personal Wealth Analysis™ tool, she can help clients document their personalized plans centered on their aspirations and desired outcomes. Thanh believes in a comprehensive approach to managing wealth, incorporating investment insights from Merrill and banking solutions from Bank of America.

Victor Israel - Financial Advisor at Ameriprise Financial Services, LLC, located at 9821 Katy Freeway in Houston, Texas, is dedicated to helping clients achieve their financial goals. With a focus on providing personalized advice and guidance, Victor Israel offers a range of financial planning services tailored to each client's individual needs. As a registered advisor with FINRA, Victor Israel is committed to upholding the highest standards of professionalism and integrity. Whether you are looking to plan for retirement, invest in the stock market, or simply secure your financial future, Victor Israel is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Merrill Lynch Financial Advisor Patrick L Elkins is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, Elkins, Utz, Saunders, Brannen & Associates, values building strong relationships through teamwork and involvement. They provide financial advice and guidance, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The institution believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to their clients. They offer personalized financial planning services, focusing on helping clients achieve their financial goals, whether it's retirement planning, saving for a home, funding education, or passing wealth to future generations. The team at Elkins, Utz, Saunders, Brannen & Associates is committed to understanding each client's unique needs and providing tailored solutions to help them pursue their aspirations. They offer a range of services including investment strategies, financial planning, and comprehensive financial solutions. The institution is dedicated to helping clients stay on track towards their goals, regardless of market fluctuations. Certified Financial Planner professionals at the institution ensure that clients receive expert guidance and support in their financial decision-making. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Patrick L Elkins aims to help clients achieve their financial goals and live their best financial life.

Merrill Lynch Financial Advisor John P Donnelly is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, investment strategies, and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch Wealth Management focus on understanding your goals, priorities, and financial situation to create a customized approach that reflects your unique needs. They believe in helping clients achieve their goals by providing personalized wealth management services and investment insights. With a focus on building strong client relationships and providing personalized advice, Merrill Lynch Financial Advisor John P Donnelly aims to help clients reach their financial goals and navigate the complexities of their financial lives.

Located at 2800 Post Oak Boulevard in Houston, Texas, Merrill Lynch Financial Advisor Christopher J. Ruiz is a finance institution dedicated to building and maintaining strong relationships with clients. With over 21 years of experience in the financial services industry, Christopher Ruiz is a CERTIFIED FINANCIAL PLANNER™ professional, Senior Portfolio Advisor, and Wealth Management Advisor. Specializing in investment portfolio management, financial strategies, and leveraging connections at Bank of America, N.A., Christopher is committed to helping clients make important financial decisions. Named to the Forbes "Best-in-State Wealth Management Teams" list in 2024 and 2023, Christopher Ruiz is part of The Sheffield Group team at Merrill Lynch. His team is comprised of talented individuals who provide personalized service and build trust with clients. Merrill Personal Wealth Analysis™ can help clients create a personalized plan focused on their goals. Recognized by Forbes for his expertise, Christopher Ruiz and his team are dedicated to providing exceptional financial advice and service to clients in Houston and beyond.

Merrill Lynch Financial Advisor Lucas Mendez is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Following the deep-seated Merrill tradition of community involvement, Lucas Mendez volunteers with organizations in the community. Specializing in personalized financial planning through Merrill Personal Wealth Analysis™, Lucas and his team of talented individuals at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Lucas focuses on helping clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By using the Investment Personality Assessment, Lucas gains a deeper understanding of his clients' investing preferences to customize financial approaches that align with their goals. With access to Merrill's investment insights and banking solutions from Bank of America, Lucas helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches based on clients' changing needs and goals, Lucas ensures that clients stay on track to achieve what matters most to them. Certified in multiple states and registered with the CFP Board, Lucas Mendez offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Bank of America Private Client Advisor Michael E Rogala, located at 800 Capitol Street in Houston, Texas, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. With over 25 years of financial experience, Michael leads a team of specialists dedicated to designing and delivering customized wealth management strategies for ultra-high-net-worth clients. They offer services such as investment management, asset preservation, tax minimization, trust and estate planning, and more. Michael and his team prioritize transparency, personalized service, and collaboration with external advisors to help clients achieve their financial goals. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, using a personalized approach and resources to meet the financial objectives of individuals, families, businesses, and institutions. They strive to provide disciplined financial strategies and innovative solutions in a constantly evolving financial landscape. Important notice: By visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck for further information. Please consult your legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Merrill 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.