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TOP 30 Personalized wealth solutions in Universal City, TX
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Roy Thomas - RBC Wealth Management Financial Advisor
Roy Thomas - RBC Wealth Management Financial Advisor is a leading financial institution located at 1320 South University Drive in Fort Worth, Texas. As a trusted advisor, Roy Thomas provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Roy Thomas offers comprehensive financial planning, investment management, and retirement planning solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Roy Thomas - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Daniel Dioguardi - RBC Wealth Management Financial Advisor
Daniel Dioguardi - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1320 South University Drive in Fort Worth, Texas, United States. Specializing in wealth management, Daniel Dioguardi offers personalized financial advice and services to help clients achieve their financial goals. With a strong focus on customer service and a commitment to excellence, clients can trust in the expertise and professionalism of Daniel Dioguardi and his team. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Daniel Dioguardi - RBC Wealth Management Financial Advisor is dedicated to providing top-quality financial solutions tailored to your individual needs.
Merrill Lynch Private Wealth Advisor Austin Burt
Merrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
Legacy Protection Insurance
Legacy Protection Insurance is a reputable insurance agency located at 1208 South Farm to Market 51 in Decatur, Texas, United States. We specialize in providing a wide range of insurance solutions to protect your legacy and ensure peace of mind for you and your loved ones. Our experienced agents are dedicated to helping you find the right coverage tailored to your specific needs. Whether you are looking for life insurance, home insurance, auto insurance, or any other type of insurance, we are here to assist you every step of the way. Trust Legacy Protection Insurance to safeguard your future and provide you with the security you deserve.
Farmers Insurance - Carl Prieto
Farmers Insurance - Carl Prieto is an insurance agency located at 8000 Interstate 10, San Antonio, Texas, United States. At Farmers Insurance, you have the freedom to manage your business your way, whether you choose to build or buy an agency. With programs like Retail, Acquisition, and Protégé, experienced professionals are available to guide you through the process. You can maximize your personal income through residual income and quarterly bonus opportunities, with the chance to qualify for rewards such as destination trips for Farmers Achievement Clubs. As a Farmers agency owner, you can establish generational wealth and enjoy unlimited income potential. The award-winning University of Farmers training program and strong brand support will help you succeed. By supporting local community initiatives, you can become a valued leader making a difference in people's lives. With over 85 years of experience, Farmers Insurance Group of Companies offers a wide range of insurance and financial services products. Farmers agency owners can offer over 50 different products to their communities, from home and auto to business, life, and financial services. Advertisement disclosure: Insurance is underwritten by various Farmers Insurance companies. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Not all products and discounts are available in every state. Join Farmers Insurance and build wealth beyond yourself.
Farmers Insurance
Farmers Insurance is an insurance agency located at 7500 Viscount Boulevard in El Paso, Texas, United States. As a Farmers agency owner, you have the freedom to manage your business your way, whether through our Retail, Acquisition, or Protégé program. You can maximize your personal income with residual income and quarterly bonus opportunities, as well as qualify for rewards and bonuses, including destination trips for Farmers Achievement Clubs. With the right combination of skill and passion, Farmers agency owners have unlimited income potential and the opportunity to build a family legacy and establish generational wealth. The award-winning University of Farmers training program and access to knowledgeable professionals will support your business, backed by a strong and respected brand. By supporting local schools, youth programs, sports teams, and charity organizations, Farmers agency owners contribute to a strong community and become valued community leaders. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Visit farmers.com for a list of all insurers and available products in your state. *Based on average nationwide annual savings of new customers who switched their Home and Auto insurance policies to Farmers branded policies. Join Farmers Insurance and build wealth beyond yourself.
Farmers Insurance - Norma Villarreal
Farmers Insurance - Norma Villarreal is an insurance agency located at 1508 South Lone Star Way in Edinburg, Texas, United States. As a Farmers® agency owner, you have the opportunity to maximize your personal income through residual income, quarterly bonus opportunities, and various rewards and bonuses, including destination trips for Farmers Achievement Clubs. By becoming a Farmers agency owner, you can establish generational wealth and enjoy unlimited income potential. The agency also contributes to the community by supporting local schools, youth programs, sports teams, and charity organizations. With the support of the award-winning University of Farmers® training program and access to knowledgeable professionals, you can build a successful business backed by a strong and respected brand. Whether you choose to build or buy an agency, you will have the freedom to manage it your way with the guidance of experienced professionals. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other specific insurers underwrite the insurance policies offered by the agency. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Visit the agency for more information on available products, coverages, features, and discounts.
Farmers Insurance - Sammy Carleton
Farmers Insurance - Sammy Carleton is an insurance agency located at 4201 Gateway Drive in Colleyville, Texas, United States. They offer the option to build or buy an agency through their Retail, Acquisition, or Protégé program, with experienced professionals to guide you through the process. Agency owners have the opportunity for personal income growth through residual income, quarterly bonuses, and rewards such as destination trips. The agency offers over 50 different insurance products and financial services to the community. With support from the award-winning University of Farmers® training program and a strong brand backing, agency owners can establish generational wealth and contribute to their community. The Farmers Insurance Group of Companies® has over 85 years of experience in the industry. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other specific insurers underwrite the insurance policies. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance policies. Visit their website for more information on available products and services.
Northwestern Mutual Life Insurance
Northwestern Mutual Life Insurance, located in West Lake Hills, Texas, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. With a range of life insurance policies tailored to your unique needs and goals, our advisors will work with you to ensure you have the right coverage at a price you can afford. Whether you're looking for a safety net for the unexpected or a foundation for a smart financial plan, we have options to fit your lifestyle. From term life to whole life to variable universal life, we offer a variety of policies to suit your needs. Our exclusive underwriting process can get your application approved quickly, so you can have peace of mind knowing your loved ones are protected. With top financial strength ratings and a focus on consumer experience, Northwestern Mutual is the best choice for your life insurance needs. Contact us today for a personalized quote and start protecting your future.
Farmers Insurance - Robert Lehr
Farmers Insurance - Robert Lehr is an insurance agency located at 11940 Jollyville Road, Austin, Texas, United States. They offer various programs for individuals interested in building or buying an agency, such as Retail, Acquisition, or Protégé programs. The agency provides opportunities for personal income growth through residual income and quarterly bonus opportunities. Agency owners can also qualify for rewards and bonuses, including destination trips for Farmers Achievement Clubs. With over 85 years of experience, Farmers Insurance Group of Companies offers a wide range of insurance and financial services products. The agency owners have the chance to contribute to their community by supporting local schools, youth programs, sports teams, and charity organizations. By becoming a Farmers® agency owner, individuals can establish generational wealth and enjoy unlimited income potential. The agency provides support through the award-winning University of Farmers® training program and access to knowledgeable professionals. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated insurers underwrite insurance policies offered by the agency. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance policies. Customers who switched to Farmers® branded policies reported average nationwide annual savings. The agency redirects individuals interested in working for an agency to IdealTraits for job opportunities.
The Private Bank at PlainsCapital
The Private Bank at PlainsCapital is a prestigious financial institution located at 5010 University Avenue in Lubbock, Texas. As a private bank, we provide personalized banking and financial services to high-net-worth individuals, families, and businesses. Our experienced team of professionals offers tailored solutions to help our clients achieve their financial goals and secure their wealth for future generations. With a commitment to excellence and a focus on building long-term relationships, The Private Bank at PlainsCapital is dedicated to providing exceptional service and expertise in banking and finance.
Empire Finance of Denton
Empire Finance of Denton is a reputable financial institution located at 828 West University Drive in Denton, Texas. Specializing in a wide range of financial services, including loans, investments, and financial planning, Empire Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, Empire Finance of Denton is the go-to destination for all your financial needs in the Denton area.
Dr. John Mansour
Located at 400 West Magnolia Avenue in Fort Worth, Texas, Dr. John Mansour's institution is dedicated to providing high-quality medical care to patients with malignancies of the stomach, pancreas, liver, bile duct, and other abdominal organs. As a Professor of Surgery and Vice Chair of Quality at UT Southwestern Medical Center, Dr. Mansour brings a wealth of experience and expertise to his practice. Having completed his medical degree at Case Western Reserve University and advanced training in surgical oncology at Memorial Sloan Kettering Cancer Center, Dr. Mansour is board-certified in surgery by the American College of Surgeons. He is actively involved in research and has been published in prestigious medical journals.
The Law Office of Erin C. Callahan, PLLC
The Law Office of Erin C. Callahan, PLLC is a boutique law firm located in Houston, Texas, specializing in wills, estate planning, and business law. With a strong focus on personalized service, Erin C. Callahan herself will work closely with you to create a tailored legal solution for your needs. Whether you are planning for the future, navigating the complexities of estate planning, or starting a new business, Erin is dedicated to guiding you every step of the way. As a native Texan and a graduate of Washington University in St. Louis and SMU Dedman School of Law, Erin brings a wealth of knowledge and expertise to her practice. She understands the importance of preparing for the unexpected and offers services such as organ donation legal advice and estate planning for blended families.
Merrill Lynch Financial Advisor Eric Pittman
Merrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
Jara Crear, MD
Jara Crear, MD is a prestigious medical institution located at 5211 Farm to Market 2920 in Spring, Texas, United States. Specializing in pediatric ophthalmology, pediatric strabismus, and adult strabismus, Dr. Jara Crear is a fellowship-trained general ophthalmologist with a wealth of experience and expertise. Graduating from Brown University with dual Bachelor of Arts degrees in Biomedical Engineering and Economics, Dr. Crear went on to earn her Medical Doctorate at Brown University at the Warren Alpert Medical School. Her postdoctoral training includes internships and residencies at renowned medical centers such as The University of Maryland Medical Center Midtown Campus and the University of Michigan Kellogg Eye Center. Dr. Crear is a respected member of professional societies such as the National Medical Association, the American Medical Association, and the American Academy of Ophthalmology (AAO). She is dedicated to providing attentive, personalized care to her patients, taking into consideration their backgrounds, resources, and individualized needs. In her free time, Dr. Crear enjoys biking, running, spending time with family, and cooking Creole cuisine. She is also a former junior Olympic gymnast and collegiate pole vaulter, with a passion for sports and the outdoors.
Dr. Elena Ruiz
Dr. Elena Ruiz is a pediatric clinic located in Lakeway, Texas, dedicated to providing quality healthcare for children. The team at Dr. Elena Ruiz is made up of physicians, nurses, and administrative staff who all share a passion for caring for kids and ensuring their health and happiness. Dr. Elena Ruiz herself is a board-certified pediatrician who completed her residency at New York University Medical Center before returning to Austin to join her father's practice at Bee Caves Pediatrics. She is joined by Dr. Lydia Norton and Dr. Eugenia Garcia, both board-certified pediatricians with a wealth of experience in child healthcare. Dr. Mark Grier, also a board-certified pediatrician, brings his expertise and love for music and football to the team. Shannon Campbell, PA-C, rounds out the team with her experience and dedication to pediatric care. The office manager, Steve Hudson, brings almost 20 years of experience in healthcare administration to the clinic. With a Bachelor's degree in Communications from the University of Texas at Austin and a recent MBA with a focus on Healthcare Management, Steve ensures that the clinic runs smoothly and efficiently. The team at Dr. Elena Ruiz is committed to providing the best possible care for children in the Austin community, and they take pride in helping families keep their little ones healthy and happy.
Edward Jones - Financial Advisor: Robert J Holman, CFP®
Edward Jones - Financial Advisor: Robert J Holman, CFP® is a reputable financial institution located at 3426 South University Drive in Fort Worth, Texas, United States. As a Certified Financial Planner, Robert J Holman provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a range of financial solutions including investment planning, retirement planning, and estate planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Robert J Holman and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.
Merrill Lynch Financial Advisor John Barret
Merrill Lynch Financial Advisor John Barret, located at 5128 Apache Plume Road in Fort Worth, Texas, is dedicated to helping young professionals understand the impact of wealth management at an early age. John, who joined Merrill in 2012, works with a team-based approach to provide direction and clarity for his clients' financial futures. He offers a high level of attentive service, focusing on organizing and simplifying their financial lives. John draws on his own knowledge and a team of specialists to address clients' unique situations, including credit and lending services through Bank of America, N.A. John earned his bachelor's degree in finance from Texas Tech University and lives in Aledo with his family. He enjoys playing golf, hunting, fishing, and spending time at his family's ranch. The institution offers personalized plans, investment strategies, and financial solutions to help clients pursue their goals and manage investment risk. As a Merrill Lynch Wealth Management Advisor, John is committed to understanding his clients' priorities and working with them to achieve their financial objectives. With access to the resources of Merrill and Bank of America, he can develop an approach tailored to each client's needs. By regularly reviewing clients' goals and financial approaches, John helps them stay on track and adjust to changes in their lives and the market. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. John Barret is registered to do business in several states and holds the CPWA® certification. For more information about Merrill Lynch Financial Advisor John Barret and the services offered, visit the institution's website or contact the office directly.
Merrill Lynch Financial Advisor Stuart G Schultz
Merrill Lynch Financial Advisor Stuart G Schultz, located at 301 Commerce Street, Fort Worth, Texas, United States, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Stuart focuses on developing personalized strategies for individuals, families, and businesses to meet their short- and long-term financial objectives. As a Wealth Management Advisor and a graduate of Texas Christian University with a degree in Finance, Stuart and his team provide tailored advice and guidance to help clients prepare for retirement and navigate the complexities of the financial markets. Committed to community involvement, Stuart and his family are active supporters of various organizations in Fort Worth. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, clients receive personalized plans and investment strategies aligned with their goals and priorities. With access to the global resources of Merrill and Bank of America, Stuart works with clients to manage, grow, and preserve their wealth while addressing their evolving financial needs. As a Registered Senior Wealth Management Client Associate, Stuart prioritizes building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, Stuart helps clients stay on track to achieve their goals and navigate life's changes. With a focus on understanding each client's unique needs and priorities, Stuart is dedicated to helping clients achieve financial success and turn their goals into reality. Whether planning for retirement, education, or wealth transfer, Stuart and his team provide comprehensive financial solutions tailored to each client's individual situation. Merrill Lynch Wealth Management Advisors like Stuart Schultz are committed to putting clients first, providing personalized investment strategies and access to comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Brooks A Bowman
Merrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.
Merrill Lynch Financial Advisor Justin Lemish
Merrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.
Merrill Lynch Financial Advisor Benjamin H Taylor
Merrill Lynch Financial Advisor Benjamin H Taylor is a finance institution located at 17802 Interstate 10, San Antonio, Texas, United States. Ben Taylor, a U.S. Army Armor Officer veteran, has been with Merrill Lynch since 1998 and holds a B.A. in History from Trinity University and an M.B.A from Webster University. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and 66 FINRA registrations. Ben focuses on creating personalized strategies for individuals and families to help them achieve their financial goals, including retirement and estate planning. He is actively involved in his community and is passionate about helping clients manage and grow their wealth. With access to the resources of Merrill and Bank of America, Ben and his team provide personalized service to build strong client relationships based on trust. They work with clients to develop customized investment approaches that align with their goals and priorities, helping them navigate the complexities of their financial lives. Ben believes in the power of understanding his clients' aspirations and designing plans to turn their goals into reality. By staying informed and addressing changes in clients' lives and the market, Ben helps clients stay on track to achieve what matters most to them. Whether it's planning for retirement, buying a home, or funding education, Ben is dedicated to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Jackson Alexander
or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS). For more information about Merrill services, please contact us. At Merrill Lynch Financial Advisor Jackson Alexander in Frisco, Texas, we prioritize building strong client relationships based on trust and personalized service. Jackson, a graduate of Abilene Christian University, believes in the importance of listening to his clients' goals and priorities. He is dedicated to helping clients achieve their financial aspirations through a customized investment approach. Jackson and his team focus on understanding your unique needs and designing a plan that reflects your personality and financial situation. They offer personalized investment strategies and comprehensive financial solutions to help you pursue your goals and navigate the complexities of the financial markets. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Jackson is committed to guiding you towards financial success. Contact Merrill Lynch Financial Advisor Jackson Alexander to start building a personalized financial plan that aligns with your life priorities and helps you achieve your goals.
Merrill Lynch Financial Advisor Keith R Conklin
At Merrill Lynch Financial Advisor Keith R Conklin, located at 1803 Broadway in San Antonio, Texas, United States, you can expect personalized financial advice and guidance to help you develop a customized financial strategy. Keith Conklin is dedicated to advising clients on both their personal balance sheet and investment goals, focusing on optimizing debt structure and managing interest expenses. With a Goals Based Wealth Management approach, Keith helps clients navigate financial markets by creating tailored wealth management plans to achieve specific goals such as lifetime income, wealth preservation, and wealth transfer. With 17 years of experience in financial advisory, Keith specializes in working with retirees, pre-retirees, small business owners, physicians, attorneys, and business executives. He is actively involved in community activities and believes in giving back through volunteerism. Keith holds a BA from Union College and an MBA from Tulane University. As a Merrill advisor, Keith takes the time to understand your priorities, risk tolerance, and goals to provide thoughtful advice and guidance to help you achieve financial success. Through the Merrill Personal Wealth Analysis™, he helps build and document a personalized plan centered around your goals. By utilizing the Investment Personality Assessment, Keith can customize a financial approach based on your investing preferences and goals.
Merrill Lynch Financial Advisor Blair M Short
Merrill Lynch Financial Advisor Blair M Short, located at 1803 Broadway, San Antonio, Texas, is a top-tier finance institution that prides itself on providing exemplary client service. Recognized by prestigious financial industry publications, Blair Short sets the standard for wealth management teams, earning accolades such as Barron's "Top 100 Private Wealth Management Teams" and Forbes "Best-in-State Wealth Advisors". With a comprehensive approach to managing wealth, Blair Short listens to clients' needs and tailors strategies to help them achieve their financial goals. As a graduate of Baylor University with a degree in Finance, Blair Short and his team at Merrill Lynch Wealth Management offer personalized plans centered on clients' goals and priorities. By leveraging the global resources of Merrill and the banking solutions of Bank of America, Blair Short helps clients navigate the complexities of their financial lives, from retirement planning to education funding. With a focus on building strong client relationships based on trust and personalized service, Blair Short is dedicated to helping clients pursue their financial goals and achieve long-term success.
Merrill Lynch Financial Advisor Jonathan B Rao
Merrill Lynch Financial Advisor Jonathan B Rao is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Jonathan has a Bachelor’s degree in Business from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. He and his wife, Melinda, are third generation Houstonians and are actively involved in supporting their alma maters. Jonathan and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, helping clients navigate through life changes and market fluctuations. The institution provides a range of financial solutions and investment strategies to help clients achieve their financial goals. Jonathan believes in understanding each client personally to offer the best financial approach that reflects their unique needs and priorities. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial guidance and support.
Merrill Lynch Financial Advisor Martin W Pate
Merrill Lynch Financial Advisor Martin W Pate is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Martin has been with Merrill Lynch Wealth Management since 1996 and specializes in assisting clients with portfolio construction tailored to their risk tolerance, objectives, and time horizon through the Investment Advisory Program. He holds certifications as a Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor, CPFA. Martin is a graduate of Texas A&M University with a Masters in Statistics and is actively involved in local charities. The institution offers personalized wealth management services to help clients meet their financial goals, whether for personal wealth or organizational needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.
Merrill Lynch Financial Advisor David A. Gray
Merrill Lynch Financial Advisor David A. Gray is a renowned finance institution located at 15375 Memorial Drive in Houston, Texas. With decades of experience, David provides personalized wealth management services to affluent clients in Houston, throughout Texas, and across the country. Specializing in working with business owners, executives, attorneys, and engineers, David implements financial strategies tailored to each client's life priorities. He is dedicated to formulating and executing thoughtful, planning-based approaches to address diverse needs and goals. David coordinates with clients' CPAs and attorneys to develop risk-managed financial and retirement income strategies, including Social Security maximization and legacy planning. As a Houston native and graduate of Texas A&M University, David is committed to building strong client relationships based on trust and personalized service. His team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their aspirations and providing customized investment strategies. With access to the global resources of Merrill and banking solutions from Bank of America, David works with clients to develop approaches designed to address their financial needs and pursue their goals. His mission is to understand each client's unique situation and help them design and implement personalized plans to manage investment risk and achieve financial goals. By staying in touch with clients to discuss changes in their lives and financial markets, David ensures that their financial approach remains aligned with their evolving needs and priorities. Through ongoing reviews and adjustments, David helps clients stay on track to achieve what matters most to them. With a focus on building a dedicated one-on-one relationship with each client, Merrill Lynch Financial Advisor David A. Gray is committed to putting clients first and helping them navigate the complexities of their financial lives.
Merrill Lynch Financial Advisor Don P. Martone
Merrill Lynch Financial Advisor Don P. Martone is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. Don Martone is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping clients make important financial decisions, Don and his team provide insights, observations, and ideas to help clients achieve their financial goals. Don specializes in working with seasoned oil & gas professionals, helping them create legacies for their families. Initial discovery meetings are complimentary and without obligation, focusing on identifying goals and potential financial planning options. Don's approach goes beyond investment management, offering a tax-smart strategy for wealth accumulation, distribution, and transfer. With professional certificates from top universities, Don is committed to honing his skills to better serve his clients. Supported by a team of experts, advanced technology, and outside partnerships, Don ensures that financial assets are preserved and working hard for clients. By focusing on clients' goals, priorities, and values, Don helps clients pursue their financial aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Don works with clients to develop personalized approaches to address their financial needs. Through conversations and assessments, Don gets to know clients on a personal level, creating customized financial strategies tailored to their unique goals and preferences. As life and goals change, Don helps clients stay on track by revisiting and adjusting their financial approach. By putting clients first and offering personalized advice and guidance, Don helps clients achieve their financial goals and navigate market fluctuations. With a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors like Don Martone help clients build customized investment approaches to address their needs and pursue their goals. Contact Don Martone at 281-882-4818 or email [email protected], visit him online at www.fa.ml.com/don-martone, or connect with him on LinkedIn to learn more about how he can help you achieve your financial goals.
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