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TOP 30 Standard business development consulting in Austin, TX
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The Heidmann/Jefferson Group
The Heidmann/Jefferson Group is a finance institution located at 607 West 3rd Street in Austin, Texas, United States. Our mission is to preserve and grow wealth for the generations of families and businesses we serve. We treat clients as an extension of our own family, taking the time to understand their priorities, dreams, and concerns in order to help them achieve their financial future. Our team provides values-driven guidance, addressing the most important objectives of each individual or family. We believe in building adaptable, tailored portfolios that reflect each client's unique approach to wealth preservation and growth. Our service model is based on courtesy, communication, and knowledge, with a focus on providing support that goes beyond standard assistance. The Heidmann/Jefferson Group is a multigenerational family team with over 100 years of collective experience, dedicated to helping clients pursue their financial goals and create the lives they've imagined. We believe in collaborating with clients' other advisors to provide synchronized support and work together towards shared success. With Merrill Lynch Wealth Management, we can help clients build personalized plans centered on their goals and focused on achieving what matters most to them. Our goal is to help clients stay on track to achieve their objectives by regularly reviewing and adjusting their financial approach as needed. Let's work together to help you reach your goals and create a secure financial future.
Merrill Lynch Financial Advisor Michelle L Graham
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.
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