Risk management for universities in Austin, Texas
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Merrill Lynch Private Wealth Advisor Austin Burt
● ClosedMerrill 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.
1803 Broadway, San Antonio, TX 78215, United States -
Blake Miller - State Farm Insurance Agent
● ClosedBlake Miller - State Farm Insurance Agent is a trusted insurance agency located at 6507 Jester Boulevard in Austin, Texas. Conveniently situated in the Jester Village Center, our agency serves the communities of River Place, Davenport Village, Westlake, and Steiner Ranch. Driving on rural roads may seem peaceful, but it comes with its own set of risks. Our team provides helpful tips to ensure your safety while driving in the countryside. Additionally, we offer advice on how to protect your pets both at home and while traveling.
6507 Jester Blvd #103, Austin, TX 78750, United States -
Ryan Landers - State Farm Insurance Agent
● ClosedRyan Landers - State Farm Insurance Agent is an insurance agency located at 2911 A W Grimes Boulevard, Pflugerville, Texas, United States. Serving metro Austin, Pflugerville, Cedar Park, Leander, Lakeway & surrounding areas, Ryan Landers focuses on relocations to Texas. With a B.A. and M.A. from the University of Illinois - Urbana-Champaign, and as an LSU Alumni Board Member, State Farm President's Club Member, and State Farm Chairman's Circle Qualifier, Ryan Landers is a trusted insurance agent in the Austin area. Specializing in car insurance, home insurance, renters insurance, and life insurance, the agency also offers financial planning services. Customers can expect personalized and comprehensive insurance reviews to meet their individual needs. With a mission to help people manage risks, recover from the unexpected, and realize their dreams, Ryan Landers - State Farm Insurance Agent is dedicated to providing efficient and professional insurance services to the Austin community. Contact the office for a free car insurance quote and expert advice on ATV safety, financial planning, and DIY auto maintenance.
2911 A W Grimes Blvd Suite 520, Pflugerville, TX 78660, United States -
Robert Ndegwa - State Farm Insurance Agent
● ClosedRobert Ndegwa - State Farm Insurance Agent is an insurance agency located at 14 North Main Street in Elgin, Texas, United States. With over 25 years of experience serving the Central Texas and Austin areas, our agency is known for excellence and customer satisfaction. Our founder, Robert Ndegwa, is a University of Mary-Hardin Baylor graduate with a double degree in marketing and business computer information systems, bringing a unique set of skills to our agency. As a former collegiate athlete and Hall of Honor inductee, Robert is passionate about helping others succeed. Our agency is a proud member of the Austin Young Chamber of Commerce and Elgin Chamber of Commerce, and has received numerous State Farm and customer experience awards.
14 N Main St Ste A, Elgin, TX 78621, United States -
Raul Resendez - State Farm Insurance Agent
● ClosedRaul Resendez - State Farm Insurance Agent is a well-established insurance agency located at 1510 South Sugar Road in Edinburg, Texas. With 16 years of experience, Raul Resendez is dedicated to serving the community and helping individuals manage the risks of everyday life. Raul holds a Masters of Public Affairs, M.B.A., and Masters in Sociology from the University of Texas at Austin, as well as a B.B.A. from Southwest Texas State University. He is actively involved in various organizations such as the Edinburg Chamber of Commerce, McAllen Hispanic Chamber of Commerce, and the Edinburg Economic Development Corporation. At Raul Resendez - State Farm Insurance Agent, the team's mission is to assist customers with their insurance and financial services needs. Whether you are looking for auto, home, life, or pet insurance, Raul and his team are here to help you protect what matters most. They also offer valuable tips on safe commuting, accident prevention, and DIY auto maintenance to help you save on repair costs.
1510 S Sugar Rd #1, Edinburg, TX 78539, United States -
Marc Nascimento - State Farm Insurance Agent
● ClosedMarc Nascimento - State Farm Insurance Agent is an insurance agency located at 1001 Cypress Creek Road, Cedar Park, Texas, United States. Marc Nascimento, an alumni of Texas A&M University and a long-time resident of Cedar Park and Jonestown, focuses on relocations to Cedar Park, Leander, Jonestown, Lago Vista, Liberty Hill, Round Rock, Pflugerville, and Austin. As an HOA Board Member in Cedar Park, Marc Nascimento offers services such as notary services, auto insurance, home insurance, and renters insurance in Cedar Park and Leander. The institution provides insurance services for zip codes 78613, 78646, 78642, 78645, and 78750. The institution emphasizes the importance of creating a safe sleep environment for newborns, offers driving tips for rural roads, and highlights the importance of life insurance even for non-working adult family members. Michael, the Office Manager, is available to assist with all insurance needs. For inquiries or assistance, individuals can call (512) 258-6272.
1001 Cypress Creek Road Ste 101, Cedar Park, TX 78613, United States -
Leigh Ann Grady
● OpenLeigh Ann Grady is a board certified pediatrician located at 1001 Little Oak Way in Round Rock, Texas. With over 13 years of experience in Austin, Dr. Grady received her Bachelor of Science from Florida State University and her Medical Degree from the University of Florida. She completed her pediatric residency training at the University of Florida in Gainesville before relocating to Austin. Dr. Grady has a special interest in newborns, breastfeeding, asthma management, and parenting challenges. She was a newborn hospitalist at Seton Medical Center Austin, where she cared for infants in the Mother/Baby unit and attended high-risk deliveries. Dr. Grady is also passionate about teaching and has experience teaching pediatric and family medicine residents as well as medical students.
1001 Little Oak Wy, Round Rock, TX 78681, United States -
Merrill Lynch Financial Advisor Hector Daniel Nino
● ClosedMerrill 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.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Stephen P Lamb
● ClosedMerrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
800 Capitol St, Houston, TX 77002, United States -
Pam Friedman, Robertson Stephens
● ClosedPam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.
1308 Navasota St, Austin, TX 78702, United States
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