TOP 30 Industries risk management in Houston, Texas
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Merrill Lynch Private Wealth Advisor Eduardo Speck
● ClosedMerrill Lynch Private Wealth Advisor Eduardo Speck is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. With a focus on providing personalized attention and customized services, our team of private wealth advisors are dedicated to helping you and your family navigate all aspects of your financial life. We offer industry-leading research and expert analysis to help you stay ahead and achieve your financial goals. Our private wealth advisors are rigorously trained to meet your specialized needs and build relationships based on trust and personalized service. Whether you are a business owner, executive, or multi-generational family, we work with a limited number of clients to provide highly personalized one-on-one service.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Randy Simpson
● ClosedMerrill Lynch Financial Advisor Randy Simpson is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals including CEOs, entrepreneurs, and executives. They aim to simplify the complexities of financial lives by offering banking services through Bank of America, N.A. The team believes in tailoring investment strategies to client goals, risk tolerance, and time horizon, with a focus on diversification across global asset classes. Meetings are held regularly to review performance and make necessary adjustments. The team is supported by Merrill's global resources and is dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ from Merrill Lynch in Houston works to educate and assist clients in reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client's needs. Financial Advisor Sylvia is committed to helping families and business executives prepare for their financial future by creating long-lasting client relationships built on trust. She works collaboratively with clients to design customized roadmaps to reach their financial goals. Registered Wealth Management Client Associate Kate Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she is an honors graduate with a background in social science research and a passion for community involvement.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Christopher C. Magee
● ClosedMerrill Lynch Financial Advisor Christopher C. Magee, located at 2800 Post Oak Boulevard in Houston, Texas, provides expert guidance and advice to business owners, entrepreneurs, and executives in the aerospace industry. With a strong banking background and years of experience, Chris helps clients navigate their financial lives by looking at both sides of their balance sheets. He holds a bachelor's degree in finance and economics from Texas State University and is a Chartered Retirement Planning Counselor™, CRPC™, offering valuable insights on structuring wealth for retirement. Chris takes a holistic approach to wealth management, uncovering clients' aspirations and helping them achieve their financial goals. When he's not in the office, Chris enjoys fishing, golf, and fitness. As a Merrill Lynch Wealth Management Advisor, Chris focuses on understanding his clients' priorities, goals, and changing needs over time. By developing personalized financial plans and staying informed on market trends, he helps clients pursue their aspirations and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris works with clients to address their financial needs and achieve their long-term goals. Backed by the resources and expertise of Merrill Lynch, Chris is dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Chris is committed to helping you achieve financial success. Contact Chris Magee today to start a conversation about your financial goals and aspirations.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Daniel Wallach
● ClosedMerrill Lynch Financial Advisor Daniel Wallach is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and over $3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and world-class resources to help clients achieve their financial goals while preserving their financial futures. Their non-emotional investment process includes strategic asset allocation tailored to each client's goals, risk tolerance, and liquidity needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They have received recognition on the Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. Financial Advisor JJ is dedicated to helping clients reach their personal and financial goals by creating customized wealth management plans. Financial Advisor Sylvia helps families and business executives prepare for their financial future by understanding their needs and values. Registered Wealth Management Client Associate Kate Walker, fluent in Spanish, works with domestic and international clients and has a passion for social science research. Merrill Lynch Financial Advisor Daniel Wallach and his team are committed to helping clients simplify the complexities of their financial lives and achieve their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Aurelia Detwiler
● ClosedMerrill Lynch Financial Advisor Aurelia Detwiler, located at 800 Capitol Street, Houston, Texas, United States, offers personalized wealth planning and banking solutions through Bank of America. With 24 years of experience in the financial services industry, Aurelia and her team provide one-on-one collaboration to help clients achieve their financial goals. Specializing in corporate benefit programs, including equity compensation and retirement plans, Aurelia can assist corporate executives in integrating their benefits into a long-term financial strategy. The institution follows the Merrill tradition of community involvement and offers the Merrill Personal Wealth Analysis™ to create customized financial plans tailored to individual goals and priorities. By utilizing the Investment Personality Assessment and staying informed about changes in clients' lives, Aurelia helps clients navigate the complexities of the financial markets and achieve their long-term objectives. With access to investment insights and banking solutions, the institution focuses on helping clients manage, grow, and preserve their wealth while addressing fluctuations in the market. The institution is registered to do business in multiple states and offers a range of services, including retirement planning and investment strategies. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Aurelia Detwiler is dedicated to helping clients live their best financial life.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Jeremy C Newton
● ClosedThe Merrill Lynch Financial Advisor Jeremy C Newton institution, located at 800 Capitol Street, Houston, Texas, United States, offers straightforward guidance and prudent financial choices to help clients build lasting wealth. The team at TSPN avoids risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their services include banking through Bank of America, N.A., and a personalized investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. The team meets with clients regularly to review performance and adjust strategies as needed. Merrill's global resources support the team, comprised of talented individuals dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a University of Houston graduate with a specialization in Personal Financial Planning, works to help clients achieve their financial goals. Financial Advisor Sylvia is committed to helping families and business executives plan for their financial future, creating long-lasting relationships built on trust. Registered Wealth Management Client Associate Kate, fluent in Spanish and a world traveler, assists domestic and international clients with a background in social science research. The team at Merrill Lynch Financial Advisor Jeremy C Newton is dedicated to helping clients simplify the complexities of their financial lives and reach their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Jacoby Zane West
● ClosedMerrill Lynch Financial Advisor Jacoby Zane West is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments, financial trends, and complex strategies, focusing instead on combining world-class resources with personalized support. With over 210 years of collective industry experience and over 3 billion in client assets, the TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. They offer banking services through Bank of America, N.A. The institution believes in achieving financial success by making investment decisions that align with clients' goals. They emphasize strategic asset allocation tailored to each client's risk tolerance, time horizon, and liquidity needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Stephen P Lamb
● ClosedMerrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Champ D. Warren, III
● ClosedMerrill Lynch Private Wealth Advisor Champ D. Warren, III is a prestigious finance institution located at 800 Capitol Street, Houston, Texas, United States. Specializing in providing personalized financial services to a limited number of individuals and families, the institution offers tailored strategies to help clients simplify their lives and achieve their unique goals. With a team of rigorously trained private wealth advisors, Merrill Private Wealth Management places a strong emphasis on trust and personalized service. The institution boasts industry-leading research and expert analysis to help clients stay ahead in their financial journey. Recognized for their exemplary client service, Merrill Lynch Private Wealth Advisor Champ D. Warren, III has received accolades from various financial industry publications, setting the standard for excellence in the field.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Michael Turner
● ClosedMerrill Lynch Financial Advisor Michael Turner is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their team focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support to help clients achieve their financial goals and preserve their futures. They offer banking services through Bank of America, N.A. and believe in a non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor William Leven
● OpenMerrill Lynch Private Wealth Advisor William Leven, located at 800 Capitol Street in Houston, Texas, offers personalized financial services supported by the global capabilities of a leading financial institution. With a focus on a limited number of clients, the team provides tailored attention to all aspects of your financial life, both now and for future generations. Through industry-leading research and expert analysis, they aim to help you stay ahead and achieve your financial goals. The team, led by Private Wealth Investment Management Specialist Anthony Hoff, develops customized financial strategies to meet your cash flow needs and goals based on your risk tolerance and timeframes. They are committed to providing highly personalized one-on-one service, gaining a deep understanding of your goals and helping you develop a multigenerational wealth strategy.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Tyler Lane
● OpenMerrill 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.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Craig Lambert Massey
● OpenMerrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
800 Capitol St, Houston, TX 77002, United States -
Mitchell Group
● ClosedThe Mitchell Group is a reputable finance institution located at 712 Main Street in Houston, Texas, United States. With a strong presence in the financial industry, the Mitchell Group offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Mitchell Group is committed to providing personalized and expert financial advice to meet your needs.
712 Main St #3100, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Matthew C Jewell
● ClosedMerrill Lynch Financial Advisor Matthew C Jewell is a trusted finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and over $3 billion in client assets, their team of experienced professionals serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. Their personalized approach focuses on avoiding risky investments and complex strategies, instead combining world-class resources with informed support. They offer banking services through Bank of America, N.A. and believe in helping clients make investment decisions that align with their personal goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Madison Spahr
● ClosedMerrill 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.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Laura Philmon
● ClosedMerrill Lynch Financial Advisor Laura Philmon is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, known as TSPN Wealth Management Group, focuses on providing straightforward guidance and prudent choices to build lasting wealth for their select group of clients. With over 210 years of collective industry experience and over 3 billion in client assets, the team at TSPN combines world-class resources with personalized support to pursue clients' greatest financial goals while preserving their futures. Merrill Lynch Financial Advisor Laura Philmon offers banking services through Bank of America, N.A. Their team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. They emphasize diversification across global asset classes to manage portfolio risk effectively.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Barry C. Goldblatt
● OpenMerrill Lynch Private Wealth Advisor Barry C. Goldblatt, located at 800 Capitol Street in Houston, Texas, offers personalized and boutique-like finance services to individuals and families. With industry-leading research and expert analysis, the institution provides customized strategies tailored to unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized for exemplary client service, the institution has received accolades from financial industry publications such as Barron's and Forbes. Their strategies are designed to help clients achieve their goals, with a focus on goals-based wealth management and collaboration with a team of specialists.
800 Capitol St, Houston, TX 77002, United States -
Evercore Partners Inc.
● ClosedEvercore Partners Inc. is a renowned finance institution located at 909 Fannin Street in Houston, Texas, United States. With a strong presence in the financial industry, Evercore Partners Inc. offers a wide range of services including investment banking, wealth management, and advisory services to clients worldwide. Known for their expertise and professionalism, Evercore Partners Inc. is committed to providing top-notch financial solutions to meet the needs of their clients.
909 Fannin St # 1800, Houston, TX 77010, United States -
Bank of America Private Client Advisor Samantha A Kennedy
● OpenBank of America Private Client Advisor Samantha A Kennedy, located at 800 Capitol Street in Houston, Texas, is a finance institution that provides personalized advice and guidance to ultra-high-net-worth families and nonprofit institutions. Samantha Kennedy, a Managing Director with Bank of America Private Bank, leads a team of specialists who offer services in wealth structuring, investment management, asset financing, banking, philanthropy, and nonprofit advisory. With over 20 years of experience in the industry, Samantha is dedicated to the long-term well-being of her clients, working towards their financial objectives with strategic planning and expertise. She is actively involved in various nonprofits in the Houston area, demonstrating her commitment to giving back to the community. The institution focuses on building strong client relationships based on trust and personal experience, aiming to meet the needs and goals of individuals, families, businesses, and institutions. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial goals. They prioritize innovation and adaptability in today's evolving financial landscape, providing clients with disciplined strategies and solutions for wealth management. Important information about the institution's services, privacy policies, and risk factors is provided on their website. Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions.
800 Capitol St, Houston, TX 77002, United States -
Us Oil Services LLC
● OpenUS Oil Services LLC is a reputable car repair institution located at 15660 West Hardy Road in Houston, Texas. With a team of experienced technicians, we provide top-notch services to ensure your vehicle is running smoothly and safely. Whether you need routine maintenance or major repairs, we have the expertise to get the job done efficiently. Trust US Oil Services LLC for all your car repair needs in the Houston area.
15660 W Hardy Rd, Houston, TX 77060, United States -
Andersen
● ClosedAndersen is a renowned finance institution located at 5847 San Felipe Street in Houston, Texas, United States. With a strong reputation for excellence in the financial industry, Andersen offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, Andersen provides expert guidance and support to help clients achieve their financial goals. With a team of experienced professionals and a commitment to delivering personalized service, Andersen is a trusted partner for all your financial needs.
5847 San Felipe St # 4400, Houston, TX 77057, United States -
Occucare International Galleria - HQ
● ClosedOccucare International Galleria - HQ, located at 3232 Chimney Rock Road in Houston, Texas, is a leading provider of occupational health services worldwide. Established in 1980, Occucare International has over 100,000 workers under their care, offering tailored medical service solutions for companies locally, nationally, and abroad. The institution offers a wide range of services, including clinical, telemedicine, corporate medical direction, mobile services, offshore services, training, and emergency response. With a focus on medical risk management and direction, Occucare International provides 24/7 on-call occupational physicians for injury care recommendations, injury management, medical supervision, and more. They also offer cost-effective telemedicine capabilities for live access to injury and illness care, with 90% of all injuries and illnesses able to be managed through telemedicine.
3232 Chimney Rock Rd, Houston, TX 77056, United States -
H R Shaikh & Co
● OpenH R Shaikh & Co is a well-established CPA firm located at 6161 Savoy Drive in Houston, Texas. With almost 40 years of experience, we specialize in providing high-value auditing, accounting, tax, and advisory services to middle-market companies across various industries. Our team of experienced accountants and advisors, including senior leaders with "Big 4" experience, are committed to helping our clients navigate the complexities of the regulatory, legislative, and financial environment to achieve stability and growth. At H R Shaikh & Co, we take a client-centered approach, offering customized financial solutions tailored to each client's specific needs and budget. Our services include risk-based assurance, tax filing and compliance, sales and use tax audit management, and thorough financial data analysis for small to medium businesses. Our goal is to empower our clients to face the future with confidence and achieve their financial goals.
6161 Savoy Dr, Houston, TX 77036, United States -
Trinity Petroleum Consultants
● ClosedTrinity Petroleum Consultants is a leading financial institution located at 2500 Tanglewilde Street in Houston, Texas. Specializing in the petroleum industry, Trinity offers expert financial consulting services to help companies navigate the complex world of oil and gas investments. With a team of experienced professionals, Trinity Petroleum Consultants is dedicated to providing tailored financial solutions that meet the unique needs of each client. Whether you are looking to invest in oil and gas projects or seeking strategic financial advice, Trinity Petroleum Consultants is here to help you achieve your goals.
2500 Tanglewilde St # 400, Houston, TX 77063, United States -
Quality Assured
● ClosedQuality Assured is a reputable institution located at 415 Hollow Tree Lane in Houston, Texas, United States. Specializing in accounting and finance services, we provide top-notch quality assurance to ensure accuracy and compliance with industry standards. Our team of experienced professionals is dedicated to delivering reliable and trustworthy financial solutions for individuals and businesses alike. Trust Quality Assured for all your accounting and finance needs.
415 Hollow Tree Ln, Houston, TX 77090, United States -
Promise Total Services, Inc.
● ClosedPromise Total Services, Inc. is a janitorial service institution located at 11031 Grissom Lane in Dallas, Texas, United States. Founded and led by Helen Yoo, the company prides itself on its core values of being Proactive, Responsive, Observant, Meticulous, Innovative, Sensible, and Ethical. With a focus on reliability and customer satisfaction, Promise TSI has grown from its humble beginnings in 2003 to servicing hundreds of properties in Dallas, Fort Worth, and Houston, Texas. Helen's personal involvement in the company ensures that Promise TSI operates at a global level while maintaining a family business atmosphere. With a background in music and a dedication to faith and gratitude, Helen brings a unique perspective to the business world.
11031 Grissom Ln, Dallas, TX 75229, United States
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