Individual financial consulting in Center, TX
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Merrill Lynch Financial Advisor Richard F Johnson
● ClosedMerrill Lynch Financial Advisor Richard F Johnson is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer personalized financial strategies to help clients pursue their long-term goals. By listening carefully and understanding each individual's current situation and future aspirations, they work to design comprehensive financial plans that help manage investment risk while pursuing personal financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, they develop approaches tailored to address each client's financial needs. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they develop and document personalized plans centered on clients' goals and aspirations. By regularly checking in with clients to discuss changes in their lives and financial markets, they help ensure that clients stay on track to achieve what matters most to them.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Jacob Flach
● ClosedMerrill Lynch Financial Advisor Jacob Flach is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. Their focus is on wealth management as a dynamic process, working with clients to identify goals for the future and navigate life's challenges and transitions. The institution helps clients create personalized financial strategies that reflect their investment personality and life priorities. They offer tools to track changes in clients' lives and goals, ensuring their financial approach evolves accordingly. The team at Merrill Lynch is committed to understanding each client's unique needs and aspirations, helping them pursue their financial goals while managing investment risk. Advisors at Merrill Lynch have received recognition for exemplary client service from prestigious industry publications. The institution is supported by the global resources of Merrill, with a team of experienced individuals dedicated to building strong client relationships based on trust and personalized service. Clients can benefit from the Merrill Personal Wealth Analysis™ to build and document a personalized financial plan centered on their goals. The institution emphasizes the importance of staying connected with clients to discuss changes in their lives and financial markets, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors work with clients to navigate financial complexities, providing customized investment approaches to address their needs and pursue their goals. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, who will listen, guide, and help them achieve their financial objectives.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor John W Morgan
● ClosedMerrill Lynch Financial Advisor John W Morgan, located at 1803 Broadway in San Antonio, Texas, is a finance institution that offers financial services for high net worth individuals, families, and business owners. The MTML Group, of which John W Morgan is a part, strives to become a trusted resource in clients' pursuit of personal, financial, and professional aspirations. The wealth management process at Merrill Lynch centers around identifying goals and delivering strategies to help achieve them, with a focus on customer service and building enduring relationships. As Merrill financial advisors, the team at The MTML Group offers advice and guidance based on clients' goals and priorities, placing the investor at the center of their focus. They believe in developing a customized financial approach to help clients pursue their goals and adjust strategies as needed over time. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop an approach that addresses their financial needs. The team at Merrill Lynch believes in helping clients reach their goals by getting to know them personally and creating a financial approach that reflects their personality and life priorities. They offer personalized service and strive to help clients achieve financial success through tailored investment strategies and ongoing support.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Luis A Testas
● ClosedMerrill Lynch Financial Advisor Luis A Testas, located at 1803 Broadway, San Antonio, Texas, is part of The MTML Group, offering financial services for high net worth individuals, families, and business owners. The team strives to be a trusted resource in clients' pursuit of personal, financial, and professional aspirations. With a focus on customer service, the advisors aim to build enduring relationships by providing attentive and tailored service. As Merrill financial advisors, The MTML Group offers advice and guidance based on clients' goals and priorities, placing the investor at the center of their focus. The wealth management process involves identifying goals and delivering strategies to help achieve them. The team believes in creating a financial approach that helps clients pursue their goals, whether it's planning for retirement, saving for a home, or funding a child's education.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor John Willard de Marigny
● ClosedMerrill Lynch Financial Advisor John Willard de Marigny, located at 1803 Broadway, San Antonio, Texas, is part of The MTML Group that offers financial services for high net worth individuals, families, and business owners. The institution focuses on helping clients achieve their personal, financial, and professional aspirations by identifying goals and delivering strategies to help achieve them. Customer service is a top priority, with a team that values building enduring relationships through attentive and tailored service. As Merrill financial advisors, The MTML Group offers advice and guidance based on clients' goals and priorities, placing the investor at the center of focus rather than the market. The wealth management process involves developing appropriate financial strategies designed to help clients pursue their goals, tracking progress, and adjusting strategies as needed over time. The institution believes in a personalized approach that considers clients' aspirations and provides tailored financial solutions to help manage, grow, and preserve wealth.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Antonio Arnulfo Salgado
● ClosedMerrill 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.
1803 Broadway, San Antonio, TX 78215, United States -
Walters & Associates - Ameriprise Financial Services, LLC
● ClosedWalters & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2900 Commercial Center Boulevard in Katy, Texas, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your objectives. Our website contains important disclosures, rules, and regulations to ensure your privacy and security. We appreciate referrals and look forward to helping your friends and family members reach their financial goals. Contact us today to schedule a meeting and discuss what's most important to you.
2900 Commercial Center Blvd #110, Katy, TX 77494, United States -
Thomas Ballard - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Ballard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2900 Commercial Center Boulevard in Katy, Texas, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. As part of Walters & Associates, a Forbes Best-in-State Wealth Management Team for 2024, Thomas Ballard and his team are dedicated to helping clients achieve long-term financial success. Clients can access their investments and track progress towards goals securely from any device. To schedule a complimentary initial consultation and learn more about how Thomas Ballard can help you reach your financial goals, contact the institution today. Securities offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for registration information in your state.
2900 Commercial Center Blvd #110, Katy, TX 77494, United States -
Cathy Buchanan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCathy Buchanan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2900 Commercial Center Boulevard, Katy, 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®, 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 cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, and more. The institution is committed to providing comprehensive and expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Their team of professionals are dedicated to upholding the highest standards of ethics and expertise in the field of finance."
2900 Commercial Center Blvd #110, Katy, TX 77494, United States -
C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedC Travis Saacke is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2900 Commercial Center Boulevard in Katy, Texas, United States. Specializing in finance, Travis Saacke 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®, 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 cover a wide range of financial planning topics such as asset management, investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and a focus on helping clients achieve their financial goals, Travis Saacke is dedicated to providing top-notch financial advisory services to individuals and small business owners.
2900 Commercial Center Blvd #110, Katy, TX 77494, United States -
Edward Jones - Financial Advisor: Pedro A Navarrete
● OpenEdward Jones - Financial Advisor: Pedro A Navarrete is a reputable finance institution located at 13100 Wortham Center Drive in Houston, Texas, United States. Pedro A Navarrete is a dedicated financial advisor who 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: Pedro A Navarrete is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Pedro A Navarrete can provide expert guidance and tailored solutions to meet your needs. Contact him today to schedule a consultation and take the first step towards financial security.
13100 Wortham Center Dr #240, Houston, TX 77065, United States -
Cathy Buchanan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedCathy Buchanan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3 Sugar Creek Center Boulevard, Sugar Land, Texas, United States. Cathy Buchanan 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Cathy Buchanan is dedicated to providing comprehensive financial services to individuals and small business owners.
3 Sugar Creek Center Blvd Suite 550, Sugar Land, TX 77478, United States -
Edward Jones - Financial Advisor: Ever A Ramirez, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Ever A Ramirez, AAMS™|CRPC™ is a reputable financial institution located at 2735 Town Center Boulevard North, Sugar Land, Texas, United States. Specializing in personalized financial planning and investment strategies, Ever A Ramirez, AAMS™|CRPC™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides top-notch financial services to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones - Financial Advisor: Ever A Ramirez, AAMS™|CRPC™ is dedicated to helping you make informed decisions and navigate the complex world of finance with confidence.
2735 Town Center Blvd N S, Sugar Land, TX 77479, United States -
Thomas Doggett - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Doggett is a Financial Advisor at Ameriprise Financial Services, LLC located at 3 Sugar Creek Center Boulevard in Sugar Land, Texas, United States. Thomas 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 Thomas's expertise in various financial planning areas including asset management, retirement planning, estate planning, investment strategies, and more. Thomas is dedicated to providing personalized financial advice and guidance to help individuals and small business owners achieve their financial goals.
3 Sugar Creek Center Blvd Suite 550, Sugar Land, TX 77478, United States -
Buchanan, James & Associates - Ameriprise Financial Services, LLC
● ClosedBuchanan, James & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3 Sugar Creek Center Boulevard in Sugar Land, Texas, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. The team at Ameriprise Financial helps clients track their progress towards their financial goals and make adjustments as needed. Clients can access their accounts and investments securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can refer friends and family members to Ameriprise Financial to help them achieve their financial goals. The institution prioritizes privacy and security, and users of their website agree to abide by their rules and regulations.
3 Sugar Creek Center Blvd Suite 550, Sugar Land, TX 77478, United States -
Akash Gupta - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAkash Gupta, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3 Sugar Creek Center Boulevard in Sugar Land, Texas, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Akash Gupta is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. Whether you are looking to plan for your financial future, manage your investments, or navigate complex financial situations, Akash Gupta has the knowledge and expertise to help you achieve your goals. Contact Akash Gupta today to schedule a consultation and take the first step towards a secure financial future.
3 Sugar Creek Center Blvd #100, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor John D Rigdon
● ClosedMerrill Lynch Financial Advisor John D Rigdon, located at 13135 Dairy Ashford Road, Suite 450, Sugar Land, Texas, United States, is committed to helping clients manage their wealth by creating personalized strategies tailored to their financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, John Rigdon works closely with clients to develop a comprehensive approach to address their financial needs. As a Merrill Lynch Wealth Management Advisor, John Rigdon focuses on building long-term relationships with clients, taking the time to understand their priorities, goals, and aspirations. By conducting a detailed analysis of each client's financial situation, he is able to design and implement a personalized plan to help them pursue their goals while managing investment risk.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Chad James - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChad James, a financial advisor at Ameriprise Financial Services, LLC, located at 3 Sugar Creek Center Boulevard in Sugar Land, Texas, offers expert guidance on stock prices and market trends. With a focus on personalized financial planning, Chad James is registered to conduct securities business in select states and adheres to strict regulations outlined by FINRA. Clients can expect a comprehensive overview of financial concepts during the initial consultation, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results, but strives to help clients achieve their goals through tailored strategies. By referring friends and family to Chad James, individuals can help their loved ones navigate their financial journey with confidence. Privacy and security are top priorities at Ameriprise Financial, as evidenced by their Online Security Guarantee and commitment to combat email fraud.
3 Sugar Creek Center Blvd #100, Sugar Land, TX 77478, United States -
Edward Jones - Financial Advisor: William Bolin
● OpenEdward Jones - Financial Advisor: William Bolin is a reputable financial institution located at 2735 Town Center Boulevard North in Sugar Land, Texas, United States. As a dedicated financial advisor, William Bolin offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones is a trusted partner in helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, William Bolin and the team at Edward Jones are committed to providing tailored solutions to meet your unique needs. Visit our office today to learn more about how we can help you reach your financial goals.
2735 Town Center Blvd N S, Sugar Land, TX 77479, United States -
Merrill Lynch Financial Advisor Thanh Thi Nguyen
● ClosedMerrill 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.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Merrill Lynch Financial Advisor Samuel R Ayers
● ClosedMerrill Lynch Financial Advisor Samuel R Ayers is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, 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 portfolio management, wealth management, and personalized financial planning. The team focuses on understanding the goals and priorities of each client, helping them create a customized investment approach tailored to their unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to help clients manage, grow, and preserve their wealth while staying on track to achieve their financial goals. Merrill Personal Wealth Analysis™ is used to build and document personalized plans centered on the client's goals. The institution believes in regular check-ins to discuss any changes in the client's life or financial situation, ensuring that their approach is always up-to-date. Clients can expect dedicated one-on-one relationships with Merrill Lynch Wealth Management Advisors who will guide them through the complexities of their financial lives. The institution prioritizes the client's needs and goals, offering comprehensive financial solutions to help them achieve financial success.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor Elias Contreras
● ClosedMerrill Lynch Financial Advisor Elias Contreras, located at 15375 Memorial Drive in Houston, Texas, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Elias can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your aspirations. Elias follows the Merrill tradition of community involvement, volunteering with local organizations to give back. By conducting a Merrill Personal Wealth Analysis™, Elias can develop a personalized plan centered on your priorities and objectives, ensuring that your financial approach aligns with your evolving needs.
15375 Memorial Dr, Houston, TX 77079, United States -
Merrill Lynch Financial Advisor Brian Campbell
● ClosedMerrill 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.
3700 Buffalo Speedway Suite 100, Houston, TX 77098, United States -
Merrill Lynch Financial Advisor Chad H O'Donnell
● Closedocated 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.
800 Capitol St Suite 1900, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Steven R Ambriz
● ClosedMerrill Lynch Financial Advisor Steven R Ambriz, located at 800 Capitol Street, Houston, Texas, United States, is a trusted institution in the field of finance. With a focus on understanding your unique financial situation and goals, Steven Ambriz can create a personalized wealth management strategy tailored to your needs. By combining the investment insights of Merrill with the banking solutions of Bank of America, he can help you navigate today's changing market conditions. Dedicated to serving the community, Steven Ambriz volunteers his time with local organizations, reflecting Merrill's commitment to community involvement. Through Merrill Personal Wealth Analysis™, he can help you develop a plan centered on your goals and aspirations, providing guidance on managing investment risk and pursuing financial success.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Luke G Brown
● ClosedMerrill Lynch Financial Advisor Luke G Brown, located at 9595 Six Pines Drive in The Woodlands, Texas, is a reputable finance institution founded on the principles of integrity and transparency in 1992. With over 100 years of collective financial service experience, the institution helps individuals, families, corporate executives, business owners, endowments, and foundations create and preserve their wealth through a consultative process. They take a holistic view of their clients' financial world, focusing on long-term strategies that can weather market conditions and address evolving needs. The institution's investment approach is based on tactical asset allocation, responding to market conditions dynamically. They utilize research from BofA Global Research and other sources to track indicators of risk levels in the global economy. The institution offers a wide array of services and strategies to help clients address both sides of their balance sheet and organize their financial life effectively. Merrill is proud of their advisors who have received recognition from financial industry publications for exemplary client service. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Through their Merrill Personal Wealth Analysis™, they help clients build personalized plans centered on their goals. The institution is dedicated to helping clients stay on track to achieve their goals by regularly reviewing progress and making adjustments as needed. Merrill Lynch Wealth Management Advisors prioritize getting to know clients personally to create a financial approach that reflects their personality and priorities. With a focus on personalized investment strategies and comprehensive financial solutions, clients can trust Merrill Lynch Financial Advisor Luke G Brown to help them address their needs and pursue their goals.
9595 Six Pines Dr # 8380, The Woodlands, TX 77380, United States -
Merrill Lynch Financial Advisor Shawn D Farrokh
● ClosedLocated at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Shawn D Farrokh offers insights, observations, and ideas to help clients pursue their financial goals. With 19 years of experience in the financial services industry, Shawn focuses on serving his clients' needs by providing personalized financial plans. He holds a bachelor's degree in Foreign Language and an MBA in Finance from Saint Joseph's University. Shawn follows the Merrill tradition of community involvement, volunteering with organizations in the area. He believes in building personalized plans centered on clients' goals and priorities. By understanding clients' investment preferences through the Investment Personality Assessment, Shawn customizes financial approaches to help clients pursue what matters most to them.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Richard Precious
● ClosedMerrill Lynch Financial Advisor Richard Precious is a finance institution located at 800 Capitol Street, Houston, Texas, United States. The institution offers insights, observations, and ideas to help individuals pursue their financial goals. With a deep understanding of each client's full financial picture, personalized strategies are created to adapt to changing market conditions. Merrill Lynch Financial Advisor Richard Precious provides access to investment insights from Merrill and banking solutions from Bank of America. The institution is committed to participating in the community by volunteering with local organizations. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on individual goals. The institution focuses on the client's family, goals, and priorities, and emphasizes the importance of ongoing conversations to address changing needs and goals. By utilizing the Investment Personality Assessment, Merrill Lynch Financial Advisor Richard Precious can customize financial approaches to align with each client's investing preferences. The institution offers tools to help clients track changes in their lives and adjust their financial approach accordingly. The goal is to help clients manage, grow, and preserve their wealth while pursuing their financial needs. Merrill Lynch Financial Advisor Richard Precious works closely with clients to design and implement personalized plans to help achieve financial goals and manage investment risk. Regular check-ins are conducted to review progress and make any necessary adjustments. The institution prioritizes building a dedicated one-on-one relationship with clients to provide personalized investment strategies and comprehensive financial solutions. Richard Precious is registered to do business in several states and holds certifications in retirement planning and sports & entertainment wealth management. The institution emphasizes the importance of understanding each client's unique needs, priorities, and financial situation to design an approach that reflects their individual circumstances. Clients can expect the latest investment insights, tips, and strategies to help them live their best financial life.
800 Capitol St, Houston, TX 77002, United States -
Jeanette M Allan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeanette M Allan is a financial advisor at Ameriprise Financial Services, LLC located at 9709 Lakeside Boulevard in The Woodlands, Texas. Specializing in finance, Jeanette offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device, with regular reviews and updates to adapt to life changes. Ameriprise Financial was recognized as one of the 2022 Most Trusted Wealth Management Companies by Investor's Business Daily, emphasizing their commitment to client-centered services. Interested individuals can schedule a complimentary initial consultation to learn more about achieving a confident financial future. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Jeanette M Allan is registered to conduct securities business.
9709 Lakeside Blvd Ste 300, The Woodlands, TX 77381, United States -
Edward Jones - Financial Advisor: Tom Stegner
● ClosedEdward Jones - Financial Advisor: Tom Stegner is a reputable finance institution located at 4429 Town Center Place in Houston, Texas, United States. As a trusted financial advisor, Tom Stegner provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Tom Stegner is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Tom Stegner is committed to helping you secure your financial future.
4429 Town Center Pl, Kingwood Area, TX 77339, United States
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