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TOP 30 High net worth financial advisor in Houston, TX
113 results found
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Barbara Paige - Financial Advisor, Ameriprise Financial Services, LLC
Barbara Paige - Financial Advisor, Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States offers a wide range of financial services. Barbara Paige 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 her expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Barbara Paige can provide personalized financial advice tailored to your specific needs. Contact Barbara Paige at Ameriprise Financial Services for professional and ethical financial guidance.
Michael R Misner - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael R Misner - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is a finance institution offering a range of services to meet the diverse needs of individuals seeking expert financial guidance. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Michael R Misner is equipped to provide specialized advice on asset management, wealth transfers, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Michael R Misner has the expertise and knowledge to help you achieve your financial goals. With a commitment to ethical standards and ongoing education, clients can trust in the professionalism and dedication of the team at Ameriprise Financial Services, LLC.
David Brollier - RBC Wealth Management Financial Advisor
David 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.
Ann Hundl - Financial Advisor, Ameriprise Financial Services, LLC
Ann Hundl is a financial advisor at Ameriprise Financial Services, LLC located at 3200 Southwest Freeway, Houston, Texas, United States. She holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, wealth transfers, retirement planning, and fiduciary practices. Ann Hundl specializes in providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping her clients make informed decisions and achieve their financial goals.
Norman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC
Norman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is a finance institution offering a wide range of services to meet the needs of individuals and businesses. Norman Chu holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge of financial planning, Norman Chu is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Norman Chu can provide personalized financial advice and guidance to help you make informed decisions for your financial future. Contact Norman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert financial planning services tailored to your specific needs.
Merrill Lynch Financial Advisor Chad H O'Donnell
ocated at 800 Capitol Street in Houston, Texas, the Merrill Lynch Financial Advisor Chad H O'Donnell institution at VMT Wealth Management is dedicated to providing exceptional client experiences in the field of finance. The team at VMT Wealth Management believes in a client-focused mindset, striving to advance the best outcomes for their clients. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists for 2022 and 2023, the institution offers a unique approach to client service by utilizing a three-person team consisting of a financial advisor, a relationship manager, and at least one administrative associate. With a focus on a process of disciplined advice and guidance, VMT Wealth Management uses portfolio management techniques employed by large institutional investors to create customized wealth management strategies for their clients. The institution's dedication to understanding their clients' goals and priorities allows them to offer personalized advice and professional management to help clients achieve their long-term objectives.
Merrill Lynch Financial Advisor Alec M Vicknair
ocated at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Alec M Vicknair offers exceptional financial services through VMT Wealth Management. With a team of dedicated professionals, including a financial advisor, relationship manager, and administrative associate, we provide personalized wealth planning, investment management, and client service. Ranked #1 on the 2022 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists, our team is committed to exceeding client expectations and advancing their financial goals. We believe in a disciplined approach to portfolio management, rooted in techniques used by large institutional investors.
C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC
C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11 East Greenway Plaza, Houston, Texas, United States. The institution offers a wide 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, Chartered Life Underwriter Designation®, and CFMA®, among others. These designations cover various aspects of financial planning, asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and veterans. The team at C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC is committed to upholding the highest ethical standards and staying up-to-date with the latest industry knowledge to best serve their clients.
Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3050 Post Oak Boulevard in Houston, Texas, offers a range of financial services to meet the needs of individuals in asset management. Evan Branfman holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in areas such as estate planning, investment strategies, retirement planning, and fiduciary practices. The institution is dedicated to helping clients make informed financial decisions and achieve their long-term goals. With a focus on ethical practices and continued education, Evan Branfman provides personalized financial solutions to retirees, small business owners, high net worth clients, and individuals with specific financial needs. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Evan Branfman is committed to providing expert guidance and support.
Crystal Garrett - Financial Advisor, Ameriprise Financial Services, LLC
Crystal Garrett is a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Crystal holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Crystal is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Crystal's expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products ensures that clients receive tailored financial advice to meet their specific needs. With a commitment to professionalism and ethics, Crystal is a trusted partner in helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Ignacio Hawley
Merrill Lynch Financial Advisor Ignacio Hawley is a reputable finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. With a focus on providing expert financial advice and services, Merrill Lynch offers personalized solutions to help clients achieve their financial goals. Ignacio Hawley, a dedicated and experienced financial advisor, is committed to helping individuals and businesses make informed decisions about their investments, retirement planning, and wealth management. Visit Merrill Lynch Financial Advisor Ignacio Hawley for professional and reliable financial guidance.
Josh Beasley - Financial Advisor, Ameriprise Financial Services, LLC
Josh Beasley is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Josh Beasley is equipped to provide expert financial advice tailored to the unique needs of individuals. From asset management to retirement planning, estate planning to investment strategies, Josh Beasley offers comprehensive financial services to help clients achieve their financial goals. Additionally, Josh Beasley specializes in areas such as domestic partnership planning, estate planning, and investment fiduciary practices. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Josh Beasley can provide personalized financial guidance to help you navigate the complexities of the financial world.
Audree Begay - Private Wealth Advisor, Ameriprise Financial Services, LLC
Audree Begay - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3200 Southwest Freeway, Houston, Texas, United States. Audree Begay holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. Audree Begay is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning for unique situations such as divorce or military service. With a commitment to ethics and ongoing education, Audree Begay is well-equipped to help clients navigate complex financial decisions and achieve their long-term financial goals.
Merrill Lynch Financial Advisor Joel A Johnson
ocated at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Joel A Johnson offers top-notch financial services through VMT Wealth Management. With a team of three professionals dedicated to each client, including a financial advisor, relationship manager, and administrative associate, they provide personalized wealth planning, investment management, and service. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists in 2022 and 2023, they are committed to exceeding client expectations and focusing on their goals and needs. With a disciplined approach rooted in portfolio management techniques used by large institutional investors, their goal is to help clients pursue their long-term objectives. Recognized by Forbes and Barron's for their exemplary client service, Merrill Lynch Financial Advisor Joel A Johnson is supported by the global resources of Merrill and Bank of America, ensuring personalized and trustworthy financial advice.
Merrill Lynch Financial Advisor Tommy Tullo
Merrill Lynch Financial Advisor Tommy Tullo is a senior financial advisor located at 800 Capitol Street in Houston, Texas. With a background in Neuroscience and years of experience with Merrill Lynch Wealth Management, Tommy takes a consultative approach to wealth management, focusing on the individual goals and needs of each client. He offers a wide range of customized recommendations including investment, insurance, retirement, and estate planning services. Tommy is also a specially qualified Portfolio Manager, providing personalized strategies for clients. Outside of work, Tommy is actively involved in philanthropic work and community service, volunteering for organizations such as NAMI Greater Houston and Friendswood Youth Baseball. With a passion for helping others achieve their financial goals, Tommy is dedicated to helping clients pursue their aspirations and manage their wealth effectively.
Merrill Lynch Financial Advisor Morgan T Vicknair
ocated at 800 Capitol Street in Houston, Texas, the Merrill Lynch Financial Advisor Morgan T Vicknair at VMT Wealth Management offers a comprehensive financial service experience. The institution is dedicated to creating exceptional client experiences through wealth planning, investment management, and personalized service. With a focus on advancing the best outcomes for clients, the institution is committed to exceeding expectations and understanding the unique objectives and needs of each individual. Ranked #1 on the 2022 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists, the institution prides itself on its integrated approach, with three professionals serving each client. This approach ensures streamlined communication and personalized attention to detail. The team consists of a financial advisor, a relationship manager, and at least one administrative associate, all working together to develop customized wealth management strategies.
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 Feriz Halili
Merrill Lynch Financial Advisor Feriz Halili, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is a finance institution dedicated to providing comprehensive financial strategies for high-net-worth individuals and families. With thirteen years of experience in the financial services industry, Feriz Halili collaborates with clients to understand their priorities and goals, offering access to the investment insights of Merrill and banking convenience of Bank of America. From asset allocation to estate planning services, Feriz is committed to crafting strategies designed to help clients pursue desired outcomes and preserve their wealth for current and future generations. Feriz Halili believes in the importance of community involvement and volunteering, reflecting the deep-seated Merrill tradition of serving the communities they operate in. Through Merrill Personal Wealth Analysis™, clients can build and document personalized financial plans centered on their goals and aspirations. By starting with a conversation to identify and prioritize goals, Feriz focuses on understanding the evolving needs and priorities of clients, offering advice and guidance to help them achieve financial success.
Merrill Lynch Financial Advisor Benjamin W Albaitis
Merrill Lynch Financial Advisor Benjamin W Albaitis is located at 800 Capitol Street in Houston, Texas, United States. As part of VMT Wealth Management, they provide exceptional client experiences through wealth planning, investment management, and service. With a dedicated team of professionals, including a financial advisor, relationship manager, and administrative associate, they offer personalized advice and guidance rooted in portfolio management techniques used by large institutional investors. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists, VMT Wealth Management is committed to exceeding client expectations and helping them achieve their long-term financial goals. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Benjamin W Albaitis is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.
Merrill Lynch Financial Advisor Darin C Mast
ocated at 800 Capitol Street in Houston, Texas, the Merrill Lynch Financial Advisor Darin C Mast institution is a leader in finance, specifically at VMT Wealth Management. They are dedicated to providing an exceptional client experience, offering services such as wealth planning, investment management, and personalized strategies. With a focus on advancing the best outcomes for their clients, the team at VMT is committed to exceeding expectations and understanding the individual goals and needs of each client. Ranked #1 on the 2022 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists, the institution takes a unique approach by utilizing a "teamed" approach with three professionals serving each client. This integrated approach includes a financial advisor, a relationship manager, and at least one administrative associate, ensuring that clients receive personalized attention and support.
Merrill Lynch Financial Advisor Kyle R Kelley
ocated in Houston, Texas, the Merrill Lynch Financial Advisor Kyle R Kelley institution at VMT Wealth Management is dedicated to providing an exceptional client experience in finance. With a focus on wealth planning, strategy, and investment management, the team at VMT is committed to exceeding client expectations and advancing their best outcomes. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists for 2022 and 2023, the institution takes a unique approach by utilizing a team of three professionals to serve each client, including a financial advisor, relationship manager, and administrative associate. With a process of disciplined advice and guidance rooted in portfolio management techniques used by large institutional investors, VMT aims to create customized financial strategies tailored to each client's goals and priorities. Recognized by top industry publications, the team at Merrill Lynch Financial Advisor Kyle R Kelley is dedicated to providing personalized service and building strong client relationships based on trust and personalized service. With a focus on helping clients achieve their goals through personalized investment approaches, the institution is committed to putting clients first and guiding them towards financial success.
Thomas E Novosad - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas E. Novosad is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11 Greenway Plaza in Houston, Texas, United States. Thomas holds various prestigious 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 Thomas' expertise in wealth management, financial planning, and retirement planning for individuals, retirees, small business owners, and high net worth clients. Thomas is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
Sanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC
Sanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2100 West Loop South, Houston, Texas, United States. Sanjay Pathak 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®. Sanjay Pathak is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, estate planning, investment strategies, and more, Sanjay Pathak is committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Jared Holden
Merrill Lynch Financial Advisor Jared Holden, located at 800 Capitol Street, Houston, Texas, is a renowned institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service, setting the standard for excellence in the field. Recognized by prestigious publications such as Forbes and Barron's, Merrill Lynch Financial Advisor Jared Holden is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch at their disposal, the team is comprised of talented and experienced individuals who strive to meet the unique needs of each client. Rankings and recognition from industry leaders highlight the expertise and dedication of Merrill Lynch Financial Advisor Jared Holden and their team, making them a trusted choice for financial advice and wealth management.
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 Marcia M Mazingo
ocated at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Marcia M Mazingo at VMT Wealth Management offers a top-tier client experience in finance. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists for 2022 & 2023, the institution is committed to exceeding client expectations and advancing their best outcomes. With a unique approach of a financial advisor, relationship manager, and administrative associate team, clients receive personalized wealth planning, investment management, and service. The institution's disciplined advice and guidance, rooted in institutional portfolio management techniques, aims to create customized financial strategies reflecting clients' goals and priorities. Recognized by Forbes and Barron's for excellence in client service, Merrill Lynch Financial Advisor Marcia M Mazingo is dedicated to helping clients achieve their financial goals with a focus on trust, personalized service, and comprehensive financial solutions.
Merrill Lynch Private Wealth Advisor Tyler Lane
Merrill Lynch Private Wealth Advisor Tyler Lane, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. As a Private Wealth Management team, they focus on serving a limited number of clients to provide the attention and solutions they deserve. With access to resources from Merrill and Bank of America, the team has specialized training to address the complexities of the evolving financial world. Their services include insights, observations, and ideas to help clients achieve their financial goals, as well as assistance in estate planning and wealth preservation. Clients work with a highly experienced and rigorously trained team who strive to understand their goals and values, providing access to banking capabilities and investing solutions to help pursue financial goals.
Bank of America Private Client Advisor Michael E Rogala
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.
Robert McDonald - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert McDonald is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue, Houston, Texas, United States. Robert holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Robert is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and continuing education, Robert McDonald is a trusted advisor in the finance industry.
Matt Catron - Financial Advisor, Ameriprise Financial Services, LLC
Matt Catron is a Financial Advisor at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue in Houston, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Matt Catron is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, he helps clients make informed decisions to achieve their financial goals. Contact Matt Catron today for personalized financial advice tailored to your unique needs.
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