TOP 30 Personal finance advisors in Houston, Texas

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Merrill Lynch Financial Advisor James Miller is a prestigious finance institution located at 2800 Post Oak Boulevard in Houston, Texas. Specializing in wealth management, our team of experienced advisors helps clients in the energy and business industries design their portfolios and financial plans for the future. With the support of Merrill Lynch Wealth Management and Bank of America, we offer personalized service and informed guidance to exceed our clients' expectations. Our client-focused relationships, open communication, and informed advice are the foundation of our success in helping clients achieve their financial goals. Recognized by industry publications such as Forbes and Barron's, our team is dedicated to providing exceptional service and building strong client relationships based on trust and integrity. With a focus on dynamic and accomplished leaders in the energy industry, we strive to create opportunities for a brighter tomorrow for our clients and their families. Visit us at our Williams Tower location in Houston to experience our level of service and see why families and companies choose to work with us.

Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3200 Southwest Freeway, Houston, Texas, United States, is a finance institution offering a range of specialized certifications and designations to provide comprehensive financial planning services. Cecilia Garcia holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, insurance products, and more. Cecilia Garcia is dedicated to providing clients with personalized, ethical, and comprehensive financial advice to help them achieve their financial goals.

Dogwood Capital Advisors is a leading finance institution located in Houston, Texas. Our team of experienced professionals specializes in providing comprehensive financial solutions to help our clients achieve their goals. From investment management to financial planning, we are dedicated to delivering personalized services tailored to each client's unique needs. Visit us at 17725 John F Kennedy Boulevard to learn more about how Dogwood Capital Advisors can help you secure your financial future.

Edward Jones - Financial Advisor: John Kaleh, AAMS™|CRPC™ is a reputable finance institution located at 602 Sawyer Street in Houston, Texas, United States. With a focus on providing personalized financial advice and guidance, John Kaleh, a certified AAMS™ and CRPC™ professional, offers expert financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, clients can trust Edward Jones and John Kaleh to provide tailored solutions to meet their individual needs. With a commitment to integrity and excellence, this institution is dedicated to helping clients secure their financial future.

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.

Merrill Lynch Financial Advisor Micheal McWilliams is a trusted finance institution located at 800 Capitol Street, Houston, Texas, United States. Our team is dedicated to building strong relationships with our clients, providing personalized service and expert advice. We believe in understanding your goals and priorities, and developing a customized financial approach to help you achieve them. Our experienced advisors will work with you to create a plan that reflects your unique needs and helps you navigate the complexities of the financial markets. With access to the global resources of Merrill and banking solutions from Bank of America, we are committed to helping you pursue your financial goals and stay on track, no matter what changes life may bring. Contact us today to learn more about how we can help you reach your goals and live your best financial life.

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.

Merrill Lynch Financial Advisor Joe Guillory, located at 800 Capitol Street, Houston, Texas, United States, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as asset allocation, diversification, and rebalancing, with a focus on helping clients achieve their financial goals. The advisors at Merrill Lynch Wealth Management work closely with clients to understand their priorities, goals, and aspirations, providing personalized financial planning and investment strategies. They offer tools such as the Investment Personality Assessment to help tailor financial approaches to individual preferences. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Joe Guillory is committed to helping clients manage, grow, and preserve their wealth for the future. Whether planning for retirement, saving for a home, or passing wealth to future generations, the institution offers personalized plans to help clients pursue their financial goals. The advisors at Merrill Lynch focus on understanding clients' needs and aspirations to provide tailored solutions that can turn goals into reality. With ongoing reviews and adjustments to financial approaches, the team ensures clients stay on track to achieve what's most important to them. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Mindy Yaqi Li is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Mindy Yaqi Li specializes in managing wealth by creating personalized strategies tailored to each client's financial goals and priorities. By offering access to investment insights from Merrill and banking solutions from Bank of America, Mindy helps clients pursue their financial aspirations through thoughtful planning and risk management. Mindy Yaqi Li is dedicated to understanding her clients on a personal level, ensuring that their financial approach aligns with their unique needs and life priorities. By regularly reviewing and adjusting financial plans, Mindy helps clients stay on track towards achieving their goals, no matter how life or the markets may change.

Merrill Lynch Financial Advisor Steven R Ambriz, located at 800 Capitol Street, Houston, Texas, United States, is a trusted institution in the field of finance. With a focus on understanding your unique financial situation and goals, Steven Ambriz can create a personalized wealth management strategy tailored to your needs. By combining the investment insights of Merrill with the banking solutions of Bank of America, he can help you navigate today's changing market conditions. Dedicated to serving the community, Steven Ambriz volunteers his time with local organizations, reflecting Merrill's commitment to community involvement. Through Merrill Personal Wealth Analysis™, he can help you develop a plan centered on your goals and aspirations, providing guidance on managing investment risk and pursuing financial success.

C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11 East Greenway Plaza, Houston, Texas, United States. The institution offers a wide range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, Chartered Life Underwriter Designation®, and CFMA®, among others. These designations cover various aspects of financial planning, asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and veterans. The team at C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC is committed to upholding the highest ethical standards and staying up-to-date with the latest industry knowledge to best serve their clients.

Merrill Lynch Financial Advisor Cameron McLeroy is a finance institution located in Houston, Texas, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. Through conversations, we help identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Our Investment Personality Assessment helps us understand your investing preferences to create a customized financial approach tailored to your needs. With access to Merrill's investment insights and Bank of America's banking solutions, we develop strategies to address your financial goals. We offer personalized plans to help manage, grow, and preserve your wealth while considering your future needs. Our mission is to understand you and your aspirations, designing a plan to help you pursue your financial goals and manage investment risk. We will work with you to develop a personalized plan centered on your goals and what you want to achieve. As your life and goals change, we will help you stay on track to achieve what matters most to you. Let's work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Edward A Walker is a trusted institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Specializing in finance, Edward A Walker has been recognized as one of Forbes' "Best-in-State Wealth Advisors" for multiple years. With a focus on exemplary client service, Edward A Walker has experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or the sale of a business. Additionally, Edward A Walker provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking services. Committed to serving the community, Edward A Walker volunteers with local organizations. The institution offers personalized financial planning through the Merrill Personal Wealth Analysis™, tailored to individual goals. Supported by the global resources of Merrill, the team at Edward A Walker's institution is dedicated to building strong client relationships based on trust and personalized service. With a focus on understanding clients' goals and priorities, Edward A Walker helps clients pursue their aspirations and adapt their financial approach as their life changes. By utilizing the Investment Personality Assessment, Edward A Walker can customize financial strategies to align with clients' investing preferences. With a mission to help clients achieve their financial goals and manage investment risk, Edward A Walker works with clients to develop personalized plans. By staying in touch with clients and adjusting their financial approach as needed, Edward A Walker aims to help clients achieve long-term financial success. Whether planning for retirement, education, or wealth transfer, Edward A Walker provides comprehensive financial solutions to help clients navigate the financial landscape. Registered to do business in multiple states, Edward Walker is a Chartered Retirement Planning Counselor™, offering expertise in retirement planning. Investing involves risk, and past performance does not guarantee future results. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice, recommending clients consult with their own legal and financial professionals. With a focus on personalized service and comprehensive financial solutions, Edward A Walker and Merrill Lynch are dedicated to helping clients pursue their financial goals.

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 John P Donnelly is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, investment strategies, and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch Wealth Management focus on understanding your goals, priorities, and financial situation to create a customized approach that reflects your unique needs. They believe in helping clients achieve their goals by providing personalized wealth management services and investment insights. With a focus on building strong client relationships and providing personalized advice, Merrill Lynch Financial Advisor John P Donnelly aims to help clients reach their financial goals and navigate the complexities of their financial lives.

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.

Vicente Velez - Morgan Stanley Financial Advisor is a reputable finance institution located at 717 Texas Avenue in Houston, Texas, United States. As a trusted financial advisor, Vicente Velez offers expert advice and guidance to clients looking to manage their wealth, investments, and financial goals. With a focus on personalized service and tailored financial solutions, clients can expect a high level of professionalism and expertise when working with Vicente Velez - Morgan Stanley Financial Advisor.

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.

Edward Jones - Financial Advisor: Kelly Gandre is a trusted finance institution located at 3355 West Alabama Street in Houston, Texas. As a dedicated financial advisor, Kelly Gandre provides personalized investment strategies and expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Kelly Gandre is committed to providing top-notch service and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelly Gandre is the go-to institution for all your financial planning needs.

Inwood Wealth Advisors - UBS Financial Services Inc. is a prestigious finance institution located in Houston, Texas. With a prime address at 4400 Post Oak Parkway, this institution offers top-notch financial services and expertise to help clients manage and grow their wealth effectively. With a team of experienced advisors, Inwood Wealth Advisors - UBS Financial Services Inc. is dedicated to providing personalized solutions to meet the unique financial goals and needs of each client. Whether you are looking to invest, plan for retirement, or build a comprehensive financial strategy, this institution is committed to delivering exceptional service and results.

K&S Wealth Advisors - UBS Financial Services Inc. is a finance institution located at 4400 Post Oak Parkway in Houston, Texas. As a part of UBS Financial Services Inc., they provide comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced advisors, they offer personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, K&S Wealth Advisors - UBS Financial Services Inc. can help you navigate the complex world of finance with confidence.

At Edward Jones - Financial Advisor: Andrea N Flores in Houston, Texas, you can trust in personalized financial guidance from a dedicated professional. Located at 3355 West Alabama Street, this finance institution offers comprehensive services to help you achieve your financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Andrea N Flores and her team are here to provide expert advice and support every step of the way. Contact us today to schedule a consultation and start building a solid financial plan for a secure future.

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.

Andrew Haftek - TIAA Wealth Management Advisor is a leading finance institution located at 6400 Fannin Street in Houston, Texas, United States. As a trusted advisor, Andrew Haftek offers personalized wealth management services to help clients achieve their financial goals. With a focus on long-term success and financial security, Andrew Haftek provides expert guidance and strategic planning to help clients navigate the complexities of wealth management. Whether you are planning for retirement, investing for the future, or managing your assets, Andrew Haftek is dedicated to helping you make informed decisions and build a strong financial foundation.

Family Wealth Builder of Houston is a leading finance institution located at 5000 Gulf Freeway in Houston, Texas. Our team of experienced financial experts are dedicated to helping families build and grow their wealth through strategic financial planning and investment solutions. Whether you are looking to save for retirement, plan for your children's education, or grow your assets, we provide personalized guidance and support to help you achieve your financial goals. Contact us today to start building your family's wealth for a secure and prosperous 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.