TOP 30 Investment portfolio advisor in Houston, Texas

393 results found

FOCUS Wealth Advisors, LLC is a finance institution located at 4900 Woodway Drive in Houston, Texas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, and estate planning. At FOCUS Wealth Advisors, LLC, we prioritize our clients' financial well-being and strive to provide expert guidance and support every step of the way.

Yusef Lovette is a Financial Advisor at Ameriprise Financial Services, LLC located at 2 Riverway in Houston, Texas, United States. Specializing in finance, Yusef offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings and progress reviews, Yusef helps clients adjust their approach as life changes and track their financial progress. Clients can access their investments and accounts securely from any device. To learn more or schedule a complimentary initial consultation, visit Yusef Lovette's profile on FINRA's BrokerCheck website. Yusef can only conduct securities business with residents of certain states, as listed on BrokerCheck. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Get in touch to discuss your financial goals and start planning for a secure financial future.

Lejo Abraham, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Riverway in Houston, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Lejo provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress tracking ensure your plan is adjusted as life changes. Access your accounts and investments securely from any device. Schedule a complimentary initial consultation to learn more about how Lejo can assist you. Check FINRA's BrokerCheck website for qualification information. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Eagle Global Advisors is a leading financial institution located at 1330 Post Oak Boulevard in Houston, Texas, United States. Specializing in finance, Eagle Global Advisors has been recognized as one of the Top 100 Financial Advisors in the U.S. by CNBC for 2023. The institution's benchmark, the Eagle Global Renewables Infrastructure Index, reflects their commitment to excellence and innovation in the industry. Partner with Eagle Global Advisors for expert financial guidance and investment solutions.

Merrill Lynch Financial Advisor Brian D Kingshill is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. The Kingshill Group aims to provide exceptional client experiences in wealth planning, investment management, and service. They understand the complexities and challenges families face in a constantly evolving financial world and strive to bring clarity and structure to managing financial aspects of life. The institution offers services such as assessing saving goals, retirement planning, and wealth transfer strategies. The team, supported by Merrill Lynch Wealth Management and Bank of America, is dedicated to helping clients achieve their financial goals through personalized approaches. They believe in building strong client relationships based on trust and personalized service. The institution has been recognized for exemplary client service by Forbes and offers personalized financial planning through Merrill Personal Wealth Analysis™. The advisors at Merrill Lynch put clients first and work to help them stay on track to achieve their goals. They offer investment insights, tips, and strategies to help clients live their best financial lives. It is important to note that investing involves risks and clients should consult their legal and tax advisors before making any financial decisions. The institution offers a range of brokerage, investment advisory, and other services to cater to the individual needs of clients.

Edward Jones - Financial Advisor: Christyna S Lewis is a trusted financial institution located at 3310 Katy Freeway in Houston, Texas. As a dedicated financial advisor, Christyna S Lewis is committed to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is here to provide you with the support and resources you need to make informed decisions about your financial future. Contact us today to schedule a consultation and start building a strong financial foundation for tomorrow.

Edward Jones - Financial Advisor: Keith Nix, CRPC™ is a reputable finance institution located at 357 West 19th Street in Houston, Texas, United States. As a Certified Retirement Planning Counselor, Keith Nix offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Keith Nix, CRPC™ is dedicated to providing top-notch financial services to individuals and families in the Houston area.

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.

Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Conner Jordan is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch is committed to personalized service, with one-on-one conversations to truly get to know you and your family's needs. Through the Investment Personality Assessment, they tailor a financial approach that aligns with your individual preferences and aspirations. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a plan to manage, grow, and preserve your wealth. The team, comprised of experienced individuals, focuses on building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch Financial Advisor Conner Jordan is here to help you achieve your financial goals.

Merrill Lynch Financial Advisor Gregory Tholen Martinez is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve the lives they desire. Our team of advisors offers a wide range of brokerage, investment advisory, and financial planning services. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer and investment advisor, and a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. Our goal is to provide you with information about products and services that may be of interest to you. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Gregory Tholen Martinez for your financial needs.

Fred Zeller - Financial Advisor at Ameriprise Financial Services, LLC, located at 1428 West Alabama Street in Houston, Texas, is a trusted finance institution that provides personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular progress reviews and updates to adapt to life changes, clients can track their financial journey securely online. Offering complimentary initial consultations, Fred Zeller helps clients plan for retirement, education, major purchases, and more. As a registered investment adviser with FINRA and SIPC, Fred Zeller can conduct securities business with residents of specific states. Clients can expect a commitment to confidentiality, security, and ethical financial practices when working with Ameriprise Financial Services, LLC.

Merrill Lynch Financial Advisor David W Saunders is a finance institution located at 800 Capitol Street, Houston, Texas, United States. Elkins, Utz, Saunders, Brannen & Associates is dedicated to building strong relationships through teamwork and involvement, offering wealth management services and access to global investment capabilities through Merrill and banking services from Bank of America. They prioritize understanding your goals and priorities, providing personalized financial advice and guidance to help you achieve your aspirations. Their Investment Personality Assessment helps tailor financial approaches to suit your preferences and goals. With a focus on building strong client relationships based on trust and personalized service, their team of experienced individuals is committed to helping you pursue your financial goals and manage investment risk. Through regular reviews and adjustments to your financial approach, they aim to keep you on track to achieve what matters most to you. Let Merrill Lynch Financial Advisor David W Saunders help you create a personalized financial plan to reach your goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Barry W Smith III is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At The Smith Wealth Management Group, they offer a distinctive, multi-generational approach to wealth management that is personal, comprehensive, and meaningful. They focus on managing not just your money, but also your decisions around money. The team at The Smith Wealth Management Group works closely with clients to address their specialized financial needs, serving a diverse clientele including active and retired physicians, corporate executives, consultants, and multiple generations of families. They provide planning-based approach, working closely with clients, their spouses, and adult children to optimize tax efficiencies and align financial and tax minimization strategies. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, delivering sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. With a collaborative team approach and personalized service, they aim to provide clients with a unique and tailored financial experience. The team at The Smith Wealth Management Group has extensive knowledge and an uncommon perspective in accounting and institutional investing, offering clients the expertise needed to build and preserve solid, long-lasting wealth. They focus on creating investment strategies that align with clients' personal goals for retirement, ensuring that clients are well-informed and comfortable with their portfolios. The team also places a strong emphasis on tax management, developing strategies for tax minimization, legacy planning, and estate planning to meet clients' current and future needs. Supported by the global resources of Merrill Lynch, the team at The Smith Wealth Management Group is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Laura Cohen Greaser, located at 3700 Buffalo Speedway in Houston, Texas, is a finance institution dedicated to providing personalized financial strategies tailored to your needs. As Merrill advisors, we prioritize listening to your goals and aspirations, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences, allowing us to customize a financial approach that aligns with what matters most to you. Backed by the global resources of Merrill and Bank of America, our experienced team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help document your goals and create a personalized plan centered on achieving what you want.

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.

The Merrill Lynch Financial Advisor Barry W Smith Jr, located at 800 Capitol Street in Houston, Texas, takes a distinctive, multi-generational approach to wealth management. The Smith Wealth Management Group believes in managing not just your money, but also your decisions around money. They work closely with clients such as active and retired physicians, corporate executives, consultants, and multiple generations of their families to create personalized financial strategies that fit like puzzle pieces. With a focus on planning-based approaches and regular communication with clients, the team at The Smith Wealth Management Group aims to provide sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. Barry Jr's background as a CPA brings a high level of tax awareness to the team, allowing them to identify, optimize, and maintain clients' tax efficiencies. The team collaborates with clients' CPAs and tax attorneys to align financial and tax minimization strategies that benefit generations of families. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, with a focus on understanding each client's unique circumstances, preferences, achievements, and ambitions.

Uptown Wealth Advisors - UBS Financial Services Inc. is a prestigious financial institution located at 4400 Post Oak Parkway in Houston, Texas, United States. With a focus on providing comprehensive wealth management services, Uptown Wealth Advisors offers personalized investment strategies tailored to each client's unique financial goals and aspirations. The team of experienced financial advisors at Uptown Wealth Advisors is dedicated to helping clients build and preserve wealth through thoughtful financial planning and expert investment guidance. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Uptown Wealth Advisors - UBS Financial Services Inc. is committed to helping you achieve financial success.

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.

Chad James - Financial Advisor at Ameriprise Financial Services, LLC is located at 3050 Post Oak Boulevard in Houston, Texas. As a finance institution, Chad James offers expert financial advice to help clients achieve their goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Chad James' expertise. The institution provides a Client Relationship Summary Disclosure and encourages individuals to meet to discuss their financial priorities. While the initial consultation offers an overview of financial planning concepts, written analysis and recommendations are not provided. Chad James can conduct securities business with residents of specific states where properly registered, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC reminds clients that future financial results cannot be guaranteed and encourages users to adhere to the website rules and regulations for privacy and security. By referring friends or family members, clients can help them achieve their financial goals with the assistance of Chad James. With a focus on online security and protection against email fraud, Ameriprise Financial Services, LLC is committed to providing a safe and reliable financial planning experience for all clients.

Merrill Lynch Financial Advisor Iain A Sharpe is a renowned finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. With a team of talented and experienced individuals, the institution is dedicated to providing exemplary client service based on trust and personalized service. Recognized by Forbes as "Best-in-State Wealth Advisors", the institution is committed to helping affluent families, executives, and business owners navigate the complexities of preserving and growing their wealth. With over 50 years of combined experience, the team at Merrill Lynch Wealth Management offers sophisticated strategies tailored to each client's financial objectives. By developing personalized investment strategies and considering factors such as risk tolerance and lifestyle goals, the institution aims to help clients pursue financial success. Through seminars and events, clients have the opportunity to learn about wealth management, portfolio building, and investment choices. Invest in yourself and prioritize the things that matter most by joining Merrill Lynch Financial Advisor Iain A Sharpe on your unique financial journey.

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.

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

Lantern Investments, Inc. is a finance institution located at 720 North Post Oak Road in Houston, Texas, United States. With a focus on providing expert financial services and investment solutions, Lantern Investments, Inc. is committed to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lantern Investments, Inc. is dedicated to helping you succeed financially.

Merrill Lynch Financial Advisor Paul M Margraves, located at 800 Capitol Street in Houston, Texas, is dedicated to providing straightforward guidance and prudent financial choices to help clients build lasting wealth. The institution focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support. 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. The team at Merrill Lynch believes in simplifying the complexities of financial lives by offering banking services through Bank of America, N.A. Through a non-emotional investment process that includes strategic asset allocation and diversification, the team at Merrill Lynch aims to help clients achieve their financial goals while managing portfolio risk. Meetings are held regularly to review performance, rebalance portfolios, and adjust strategies as needed. The institution is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works to educate and assist clients in reaching their financial goals, while Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures. Registered Wealth Management Client Associate Elena "Kate" Walker, a lifelong Houstonian and world traveler, works with domestic and international clients, providing support and assistance in managing their wealth. The team at Merrill Lynch is committed to helping clients achieve their financial goals and build a secure financial future.

Merrill Lynch Financial Advisor Christiane Copeland is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. Recognized by Forbes for their excellence in wealth management, the team at Merrill Lynch is dedicated to providing personalized service and building strong client relationships based on trust. With access to the global resources of Merrill, their talented and experienced team works to understand your financial goals and priorities, offering tailored wealth management strategies to help you achieve your desired outcomes. Through in-depth discussions and regular account reviews, Merrill Lynch Financial Advisor Christiane Copeland ensures that your investments remain aligned with your evolving life goals. With a focus on transparent communication and personalized financial planning, they strive to help you navigate the complexities of your financial life and make informed decisions to reach your goals. Contact Merrill Lynch Financial Advisor Christiane Copeland to start your journey towards financial success today.

Brookwood Advisors is a leading financial institution located at 2180 North Loop West in Houston, Texas, United States. With a team of experienced advisors, we provide expert financial planning and investment services to help our clients achieve their financial goals. Our personalized approach and commitment to excellence set us apart, making us a trusted partner for individuals and businesses seeking sound financial advice. Contact us today to learn more about how Brookwood Advisors can help you secure a strong financial future.

Kunal Vyas - TIAA Wealth Management Advisor is a finance institution located at 6400 Fannin Street in Houston, Texas, United States. As a trusted advisor, Kunal Vyas provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Kunal Vyas helps clients navigate the complexities of investing, retirement planning, and wealth preservation. Contact Kunal Vyas - TIAA Wealth Management Advisor today to start securing your financial future.

Shannon H Abel, a financial advisor at Ameriprise Financial Services, LLC, located at 11 Greenway Plaza in Houston, Texas, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, and major purchases, Shannon documents goals, regularly reviews progress, and adjusts strategies as needed. Clients can access their investments and accounts from any device, track progress towards goals, and communicate securely with Shannon. By scheduling a complimentary initial consultation, clients can explore how Shannon can help them achieve their financial objectives. Shannon is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results, but Shannon is committed to helping clients navigate the complexities of financial planning. Clients can refer friends and family members to Shannon for assistance in reaching their financial goals. With a focus on privacy and security, Ameriprise Financial ensures that clients' information is protected and secure.

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 JJ DeForest 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 and complex strategies, focusing on personalized support with world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets, they serve CEOs, entrepreneurs, and executives. The team at TSPN Wealth Management Group helps clients simplify their financial lives through strategic asset allocation and portfolio diversification. They offer banking services through Bank of America, N.A. Meetings are held to review investment performance and adjust strategies as needed. JJ DeForest, a Financial Advisor with Merrill Lynch, works to educate clients on reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client. Sylvia, another Financial Advisor, helps families and business executives prepare for their financial future by understanding their needs and aspirations. Registered Wealth Management Client Associate Elena “Kate” Walker, fluent in Spanish, has been with Merrill Lynch since 2017 and assists domestic and international clients. The team is dedicated to building strong client relationships based on trust and personalized service.