Private client wealth management in Aledo, Texas

Harwell & Company is a prestigious institution located at 11816 Ferndale Lane in Aledo, Texas, United States. We are dedicated to providing top-notch financial services and investment advice to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Harwell & Company is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Russell E Green is a finance institution located at 5128 Apache Plume Road, Fort Worth, Texas, United States. Russell has been with Merrill since 1994, returning in 2007 to help affluent families bring order and meaning to their financial lives. He assists busy and successful clients in managing their wealth, offering services such as retirement planning, trust and estate planning, lending, and philanthropy. As a Certified Private Wealth Advisor, Russell focuses on understanding each client's unique story and developing personalized strategies to address their financial needs. He serves on the board of directors for The Warm Place, a grief support center, and lives in Aledo with his family. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ and a team of experienced professionals dedicated to building strong client relationships based on trust and personalized service. By getting to know each client personally, the institution helps clients create a financial approach that reflects their goals and priorities, adapting to changes in their life and the financial markets over time. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps clients pursue their financial goals and manage investment risk effectively.