Investment strategies advisor in Universal City, Texas

First Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.

Merrill Lynch Financial Advisor Henry Matula is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Henry Matula, CFP, Senior Vice President, Wealth Management Advisor, Portfolio Manager, has extensive experience in sophisticated wealth management strategies. As a Board CERTIFIED FINANCIAL PLANNER™ professional, Henry takes a holistic approach to asset and liability management. He is a graduate of the University of Houston’s C. T. Bauer School of Business and has completed the Executive Education Program at the University of Pennsylvania’s Wharton School. Henry and his wife Tanya live in Houston and enjoy spending time with their two sons. As part of the Merrill Investment Advisory® Program, Henry has the flexibility to make thoughtful changes to a client's portfolio if the client chooses to give him that discretionary option. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on goals and objectives. The institution offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. Henry Matula is registered to do business in multiple states and is committed to helping clients achieve their financial goals through personalized planning and investment strategies.

Merrill 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.

Academic Investment Management is a finance institution located in The Woodlands, Texas, United States. Our team of experienced professionals specializes in managing investments for academic institutions, providing tailored solutions to help our clients achieve their financial goals. With a focus on research-driven strategies and a commitment to transparency and integrity, we strive to deliver superior results for our clients. Contact us today to learn more about how Academic Investment Management can help you optimize your investment portfolio.

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.

Located 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.

Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.

Merrill Lynch Financial Advisor 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.

The 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.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.

Merrill Lynch Financial Advisor 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.

Merrill 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.

Merrill Lynch Financial Advisor Alan E. Skidmore is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. Alan is a CERTIFIED FINANCIAL PLANNER™ certificant with over twenty years of business experience. He is part of The PSMC Group at Hughes Landing and holds the Chartered Retirement Planning Counselor designation. With a BS degree from Kansas State University, Alan focuses on building personalized financial plans tailored to each client's goals and priorities. The Merrill Personal Wealth Analysis™ helps in documenting these plans to achieve financial success. By understanding each client's aspirations and addressing their concerns, Alan helps manage investment risk while working towards financial goals. The institution offers a range of investment strategies and financial solutions from Merrill and Bank of America to help clients navigate through life's financial complexities. Alan is registered to do business in multiple states and is committed to providing personalized advice and guidance to help clients live their best financial life.

Merrill Lynch Financial Advisor Douglas Quint is located at 501 South Austin Avenue, Suite 1110, Georgetown, Texas, United States. Doug Quint is a Vice President and Wealth Management Advisor with a focus on providing a comprehensive approach to managing wealth tailored to each client's individual needs and priorities. With a background in banking, Doug utilizes industry tools to serve his clients in various financial advisory capacities. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Doug Quint is also part of The Special Needs Team at Merrill, serving the Austin, Texas area. This dedicated team works closely with special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves, including the elder population and those with special needs. The team has extensive experience collaborating with Guardians, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.

Michael J Loerch, a financial advisor at Ameriprise Financial Services, LLC in Georgetown, Texas, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Michael helps clients track their progress and adjust their financial strategies as needed. Clients can access their accounts and track their goals securely from any device. Schedule a complimentary initial consultation to learn more about how Michael can help you achieve your financial objectives. As a registered advisor with FINRA, Michael can conduct securities business with residents of specific states. Refer to FINRA's BrokerCheck website for more information on his qualifications and registration status. Ameriprise Financial Services, LLC is committed to helping clients reach their financial goals and offers a range of resources for privacy, security, and fraud protection. Contact Michael to discuss your financial priorities and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Shannon T Soileau is a finance institution located at 7675 Folsom Drive, Beaumont, Texas, United States. Shannon has been in the financial services industry since 1995 and joined Merrill Lynch Wealth Management in 2011. He focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and up-to-the-moment Web technology to help clients pursue their financial lifestyle. Shannon is a problem solver who simplifies high net worth clients' financial lives by offering services such as estate planning, investments, wealth transfer, and retirement income strategies. He believes in paying close attention to both sides of a client's balance sheet and offers access to a Bank of America Wealth Management Lending Officer for home financing solutions. Shannon holds a Bachelor's Degree in Business Administration from McNeese State University with a major in Accounting and maintains his CPA license. He is dedicated to helping clients optimize their resources to achieve their financial goals. The institution offers personalized financial planning, investment strategies, and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Shannon and his team are committed to building strong client relationships based on trust and personalized service.

Dumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.

Brockman & Associates is a finance and insurance agency located in The Woodlands, Texas. Our founder, Ben, serves as the Wealth Advisor for our clients, guiding them in making wise financial decisions. We offer services in cash flow/retirement planning, investment planning, college education planning, estate & wealth transfer planning, and family & business succession planning. Our team is dedicated to providing the best service experience for our clients. Emilee provides support in client service and administrative tasks, while Josh brings years of experience as a Senior Financial Analyst. Allison plays a vital role in our marketing and branding efforts.

Pam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.

H&R Block is a renowned accounting and finance institution located at 1012 West University Drive in Denton, Texas, United States. With a strong reputation for providing expert tax preparation services, financial advice, and accounting solutions, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they make informed decisions and maximize their financial well-being. Whether you need assistance with tax filing, bookkeeping, or investment strategies, H&R Block is committed to delivering top-notch service and personalized solutions to meet your specific needs.