Investment strategy development in Austin, Texas

Merrill Lynch Financial Advisor Michelle L Graham is a finance institution located at 607 West 3rd Street, Austin, Texas, United States. Michelle has been working in the financial services industry since 2001 and specializes in developing customized strategies for clients based on their individual circumstances and priorities. As a specially qualified Portfolio Manager, she can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Michelle holds a bachelors degree from the University of Notre Dame and lives in Austin with her husband and three children. At Merrill Lynch Wealth Management, Michelle and her team focus on understanding clients' goals, priorities, and life changes to create personalized financial strategies. They use tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment to tailor their approach to each client's unique needs. By staying in touch with clients regularly and adjusting their financial plans as needed, the team helps clients stay on track to achieve their goals.

Merrill Lynch Financial Advisor Carol A Sandlin is a finance institution located at 501 South Austin Avenue, Suite 1110, Georgetown, Texas, United States. Carol Sandlin is dedicated to building and maintaining strong relationships with clients, helping them make important financial decisions. With a focus on personalized plans centered on individual goals, Merrill Personal Wealth Analysis™ is used to develop strategies for achieving financial objectives. As a Merrill financial advisor, Carol Sandlin educates clients on investing, helping them understand planning for wealth and navigate market challenges. By listening to clients' aspirations and priorities, she develops tailored approaches to manage, grow, and preserve wealth for the long term. Through ongoing conversations and assessments, Carol Sandlin ensures that financial plans align with clients' changing goals and life circumstances. With access to the resources of Merrill and Bank of America, she provides comprehensive financial solutions to address clients' needs. By getting to know clients on a personal level, Carol Sandlin creates financial approaches that reflect their unique personalities and priorities. With a focus on helping clients achieve their goals, she offers personalized investment strategies and comprehensive financial solutions. Carol Sandlin is registered to do business in multiple states and is committed to helping clients navigate the complexities of investing with a focus on personalized guidance and support.

Merrill Lynch Financial Advisor Jeremy K. Reynolds, located at 501 South Austin Avenue in Georgetown, 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, Jeremy can help you navigate the complexities of the financial market and create a plan to help you achieve your long-term objectives. Jeremy Reynolds follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the communities he serves. Through the Merrill Personal Wealth Analysis™ process, Jeremy will work with you to develop a personalized financial plan centered around your priorities and aspirations.

Merrill Lynch Wealth Management, located at 501 South Austin Avenue in Georgetown, Texas, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized financial strategies tailored to each client's unique goals and needs. In addition to wealth planning advice, Merrill Lynch Wealth Management advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The institution is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives.

Empiric Institutional LLC is a leading finance institution located at 500 North Capital of Texas Highway in Austin, Texas, United States. With a strong focus on empirically-driven investment strategies, our team of experts provides tailored financial solutions to meet the unique needs of our clients. Whether you are an individual investor or a large corporation, Empiric Institutional LLC is dedicated to helping you achieve your financial goals. Contact us today to learn more about our services and how we can help you succeed in the ever-changing world of finance.

Merrill Lynch Financial Advisor Johann Frederik Kirsten, located at 607 West 3rd Street, Austin, Texas, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With a deep understanding of each client's financial picture, personalized wealth management strategies are created to adapt to changing market conditions. By providing access to Merrill's investment insights and Bank of America's banking solutions, clients can work towards their goals with a customized approach. Johann Frederik Kirsten follows the Merrill tradition of community involvement by volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, a personalized plan is developed centered on each client's goals and aspirations. By focusing on what matters most to each individual, the financial advisor helps clients navigate through life's changes and achieve their financial objectives.

Smith Financial Group, located at 11824 Jollyville Road in Austin, Texas, is a leading finance institution that offers a wide range of services to help clients achieve their financial goals. With a clear understanding of each client's unique needs, the team at Smith Financial Group provides personalized guidance and support to create a comprehensive financial strategy. From investment and retirement planning to risk management and estate conservation, the institution covers all areas of financial management to ensure clients can meet their objectives. Voted the best of 2017 - 2021 in Cedar Park, TX for Financial Advice, and recognized as "Best of 2022 in Austin, TX - Financial Advice," Smith Financial Group has a proven track record of excellence in the industry. Additionally, the institution has been honored by Acquisition International Worldwide Finance Awards as the "Best Alternative Investment & Financial Planning Firm - Texas."

Raftelis is an institution located in Austin, Texas, United States, offering a wide range of services for local governments and utilities. From strategic planning implementation to training for professionals, Raftelis focuses on strengthening organizations for the communities they serve. With a focus on financial and strategic planning, performance measurement, executive search and recruitment, rate studies, and more, Raftelis is a trusted partner for those leading organizations in finance, management, communication, and technology. Through data-driven insights and monitoring, Raftelis helps organizations meet their goals while maintaining financial sustainability and operational efficiency. With a commitment to improving the quality of life in the communities they serve, Raftelis is dedicated to helping organizations plan for long-term sustainability and operate with maximum efficiency. By utilizing data and technology to improve experiences and gain valuable insights, Raftelis assists organizations in communicating strategically and building informed, supportive communities. With a focus on identifying top talent to lead local governments and utilities, Raftelis helps set the direction for the future of organizations and communities. Through their services and expertise, Raftelis aims to empower organizations to achieve their goals and make a positive impact on the communities they serve.

Merrill Lynch Financial Advisor Robert F. Escudero II is a trusted institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. As a Merrill advisor, Robert F. Escudero II works with clients to connect all aspects of their financial lives in order to prioritize and pursue their most important goals. With a bachelor's degree in Economics from Pepperdine University and a Certificate in Financial Planning from the Certified Financial Planner Board of Standards, Inc., Robert F. Escudero II has been in the financial services industry since 2015 and joined Merrill in 2020. Robert F. Escudero II offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address various aspects of their financial lives. The team at Merrill Lynch Wealth Management, led by Robert F. Escudero II, is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill, clients can benefit from a personalized plan centered on their goals and focused on what matters most to them.

Bridgepoint Consulting is a leading finance institution located in Austin, Texas. Our mission is to empower growth in our partners, people, and communities by providing expert financial, operational, technological, and risk management services. Our team of experts is dedicated to helping businesses optimize their financial operations and mitigate risks, allowing them to focus on what matters most - growing their business. With a comprehensive report, we help drive informed decisions and achieve goals, making each year more impactful than the last. Trust us to bridge the gaps between finance, technology, operations, and risk management, and watch your business thrive at every stage of its lifecycle. Visit us at 8310 North Capital of Texas Highway to learn more about how we can help you succeed in 2024 and beyond.

Capital Advisors, Inc. is a leading finance institution located at 7200 North Mopac Expressway in Austin, Texas. With a team of experienced financial advisors, we provide expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our team is here to support you every step of the way. Trust Capital Advisors, Inc. to provide you with the expertise and resources needed to make informed financial decisions.

Cary Street Partners is a finance institution located in Austin, Texas, United States. Our experienced financial advisors work with clients to create personalized finance plans that focus on short-term and long-term goals. We offer comprehensive research and model portfolio creations in equity, fixed income, and hedged equity solutions. Our mission is to align the interests of our clients, employees, owners, and business partners to create positive change and new opportunities. We provide strategic insight and guidance for optimizing investment portfolio performance, as well as support for plan design, investment selection, and policy development for business owners and plan sponsors. Cary Street Partners is a registered investment adviser and member of FINRA/SIPC. Visit FINRA’s BrokerCheck to learn more about our firm and investment professionals.

57 West Capital Advisors, Inc. is a finance institution located at 11615 Angus Road, Austin, Texas, United States. We specialize in developing and actively managing investment accounts by valuing and directly investing in methodically selected companies. Our Registered Investment Advisory firm is committed to identifying and capitalizing on extraordinary investment opportunities while providing managed access to benefits such as dividend income, diversification, liquidity, and potential capital appreciation. At 57 West Capital Advisors, Inc., we prioritize placing your interests ahead of our own and do not earn commissions for selling products. Our team provides personalized service, guidance, support, and expertise as you pursue your financial goals through services like Individual & Joint Accounts, IRAs, Roth IRAs, SEP IRAs, Inherited IRAs, and 401k Rollovers. We work with you to create a long-term investment strategy based on your financial position and help you fund your brokerage account through various methods.

Merrill Lynch Financial Advisor Akshay Gupta, located at 607 West 3rd Street in Austin, Texas, offers insights, observations, and ideas to help clients pursue their financial goals. With a background in finance and experience in the financial industry, Akshay Gupta and his team can help clients define their financial goals, organize their financial lives, and work with estate planning attorneys and tax advisors to preserve and protect their wealth. Akshay Gupta holds an MBA with a concentration in finance and has experience working in London, UK, and Oregon before joining Merrill Lynch Wealth Management. He is dedicated to helping clients achieve their financial goals for their businesses and families. Through personalized plans and ongoing communication, Akshay Gupta aims to help clients stay on track to achieve what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, Akshay Gupta can develop customized approaches to address clients' financial needs. By understanding clients' personalities, priorities, and life goals, Akshay Gupta can offer tailored advice and solutions to help clients navigate market fluctuations and life changes. As a registered financial advisor in multiple states, Akshay Gupta is committed to helping clients live their best financial lives and achieve their goals.

AMT Lifetime Financial, LLC is a finance institution located in Austin, Texas, United States. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning and investment strategies. Whether you are looking to save for retirement, buy a home, or grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us at 1601 West 38th Street to learn more about how we can help you secure your financial future.

ATX Wealth Partners - UBS Financial Services Inc. is a leading financial institution located in the heart of Austin, Texas. Our team of experienced professionals is dedicated to providing personalized wealth management services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a comprehensive range of investment solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, ATX Wealth Partners - UBS Financial Services Inc. is here to help you navigate the complex world of finance with confidence. Visit us at 98 San Jacinto Boulevard to learn more about how we can assist you in achieving financial success.

Thinktiv is a strategic institution located in Austin, Texas, dedicated to transforming companies into their most valuable selves. Specializing in serving investors in venture, growth equity, and private equity, Thinktiv has a strong track record in mid-market private equity, particularly in the software industry. As a trusted strategic partner, they work closely with notable investors to provide valuable insights and guidance from transaction to transaction. Visit Thinktiv at 1011 San Jacinto Boulevard to see how they can help your company reach its full potential.

The Bromberg/Capps Group at Morgan Stanley is a leading financial institution located at 301 Congress Avenue in Austin, Texas. With a commitment to providing top-notch financial services and personalized investment strategies, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, The Bromberg/Capps Group is here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you secure your financial future.

Sagepoint Financial Inc. - David Rodriguez is a finance institution located at 314 East Highland Mall Boulevard in Austin, Texas, United States. Specializing in financial services and investment strategies, David Rodriguez and his team provide personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Sagepoint Financial Inc. is dedicated to helping individuals and businesses navigate the complexities of the financial world.

Align Advisory Services, LLC is a leading accounting and finance institution located in the vibrant city of Austin, Texas. Our team of experienced professionals is dedicated to providing high-quality financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you align your financial goals and achieve success. Visit us at 4400 Red River Street to learn more about how Align Advisory Services can support your financial needs.

Foodshed Investors is a finance institution located at 4101 Medical Parkway in Austin, Texas. We specialize in providing funding and investment opportunities for businesses in the food industry. Our mission is to support and empower food entrepreneurs by providing them with the financial resources they need to grow and succeed. Whether you are a startup looking for seed funding or an established company seeking expansion capital, Foodshed Investors is here to help you achieve your goals. Our team of experienced professionals is dedicated to helping food businesses thrive and make a positive impact on the community. Contact us today to learn more about our investment services and how we can support your food business.

Sage Creek Wealth Management of Raymond James is a premier financial institution located at 6034 West Courtyard Drive in Austin, Texas. As a trusted provider of wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to personalized service and innovative financial solutions, we strive to empower our clients to make informed decisions and navigate the complexities of the financial world with confidence. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Sage Creek Wealth Management is here to support you every step of the way.

The Landon Team at 3710 Consulting is a finance and general contracting institution located at 700 South Austin Avenue in Georgetown, Texas. Our experienced team offers a range of financial services and expert contracting services to help our clients achieve their goals. Whether you need assistance with financial planning, investment advice, or construction projects, The Landon Team is dedicated to providing top-notch service and personalized solutions. Contact us today to learn more about how we can help you reach your financial and construction goals.

Unknown Ventures is a cutting-edge finance institution located at 201 East 5th Street in Austin, Texas. As a leader in the industry, we specialize in providing innovative financial solutions to help businesses and individuals achieve their goals. Our team of experts is dedicated to offering personalized services and strategic advice to our clients. With a focus on driving growth and maximizing returns, Unknown Ventures is the go-to institution for all your financial needs.

Disruptive Technology Advisers LLC is a cutting-edge finance institution located at 11501 Rock Rose Avenue in Austin, Texas, United States. Our team of experts specializes in providing strategic advice and guidance on disruptive technologies that are reshaping industries and changing the way we do business. With a focus on innovation and forward-thinking solutions, we help our clients navigate the rapidly evolving landscape of technology and finance. Trust us to be your partner in embracing the future of disruptive technology.

Edward Jones - Financial Advisor: Mike Allen is a trusted financial institution located at 1811 West Park Row Drive in Arlington, Texas. As a dedicated finance professional, Mike Allen provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or build wealth for the future, Mike Allen can work with you to create a customized financial strategy. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Mike Allen is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Hector Daniel Nino is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. With over 30 years of experience in the financial service industry, Danny Nino joined Merrill Lynch Wealth Management in 2013 and has been a Financial Advisor since 2002. He holds a B.A. in Economics from the University of Texas at Austin and earned his CERTIFIED FINANCIAL PLANNER certification in 2009. Danny is dedicated to helping clients achieve their financial goals through Merrill's Goals-Based Wealth Management approach. As part of the K & I and Associates Team, he focuses on financial strategies and retirement plans for businesses. Danny is also a Certified Plan Fiduciary Advisor, providing fiduciary services to Retirement Plan clients. Along with his wife Susan and young son, Danny enjoys traveling to new and exciting locations. The Merrill Personal Wealth Analysis™ offered by Merrill Lynch Wealth Management helps clients build personalized financial plans centered on their goals and aspirations. By focusing on family, goals, and priorities, the financial advisors at Merrill Lynch work to understand clients' evolving needs and provide tailored solutions. Through the Investment Personality Assessment, Merrill helps clients refine their investing preferences and customize financial approaches to align with their goals. The institution's mission is to help clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By continuously reviewing and adjusting financial approaches, Merrill Lynch Wealth Management aims to help clients achieve what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop strategies to address their financial needs. The institution offers a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors, who provide personalized investment strategies and comprehensive financial solutions. Hector Nino is registered to do business in multiple states and holds the CFP® certification. Merrill reminds clients that investing involves risks and recommends consulting legal and tax advisors before making financial decisions. With a focus on getting to know clients personally, Merrill Lynch Wealth Management Advisors design approaches that reflect clients' unique needs, priorities, and financial situations. By offering the latest investment insights and strategies, Merrill aims to help clients live their best financial lives.

Alex Pena - Regions Wealth Advisor is a finance institution located at 6611 South MoPac Expressway, Austin, Texas, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific situation. Alex Pena, a Wealth Advisor for Regions Private Wealth Management in Austin, TX, focuses on developing a comprehensive financial strategy to meet your goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. The institution provides an Appointment Scheduler for convenience, and customers are advised to consult the Privacy Statement and Terms and Conditions of Use on their website.

Baird Fixed Income Capital Markets is a finance institution located at 7500 Rialto Boulevard in Austin, Texas, United States. This institution specializes in providing fixed income solutions for clients, including bond issuance, trading, and investment strategies. With a team of experienced professionals, Baird Fixed Income Capital Markets offers expert advice and personalized service to help clients achieve their financial goals.

Thrivent: Melissa Knippa, CLU, ChFC, RICP is a finance institution located at 3309 West Slaughter Lane, Austin, Texas, United States. At Arbors Group, the team of financial professionals works with optimism, integrity, and faith to help clients achieve their financial goals. The lead advisors, Cathleen and Melissa, have 20 years of experience working together. The institution offers dedicated planning services, managed account services, and product solutions to clients from all walks of life. Operating Monday to Friday by appointment, the team at Thrivent believes in providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. Thrivent is dedicated to helping clients achieve financial clarity and confidence as they work towards their goals and dreams. Membership with Thrivent offers access to tools and resources for giving back to the community and living a more meaningful life. With a long heritage of financial strength and fiscal stability, Thrivent is committed to helping people build their financial futures while also giving back to the communities they serve. For more information on professional designations and licensing, visit the Thrivent website.