Tailored investment advice in Houston, Texas

Merrill Lynch Financial Advisor Benjamin W Albaitis is located at 800 Capitol Street in Houston, Texas, United States. As part of VMT Wealth Management, they provide exceptional client experiences through wealth planning, investment management, and service. With a dedicated team of professionals, including a financial advisor, relationship manager, and administrative associate, they offer personalized advice and guidance rooted in portfolio management techniques used by large institutional investors. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists, VMT Wealth Management is committed to exceeding client expectations and helping them achieve their long-term financial goals. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Benjamin W Albaitis is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.

Presidio Financial is a leading finance institution located at 5850 San Felipe Street in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. From investment management to retirement planning, we offer a wide range of financial solutions tailored to meet our clients' unique needs. Trust Presidio Financial to help you secure your financial future with expert advice and personalized strategies.

Don Elster - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas. As part of the Raymond James network, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced financial advisors, Don Elster - Raymond James provides personalized advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you make informed financial decisions. Visit Don Elster - Raymond James today to learn more about their services and how they can help you secure your financial future.

Ali Dhanji - Raymond James is a finance institution located at 5847 San Felipe Street in Houston, Texas, United States. As a part of the renowned Raymond James financial services firm, Ali Dhanji offers a wide range of investment and wealth management services to clients. With a strong emphasis on personalized financial planning and expert advice, Ali Dhanji - Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the experienced team at Ali Dhanji - Raymond James is committed to providing top-notch financial solutions tailored to your specific needs.

James Landers - Alex Brown, a division of Raymond James is a finance institution located at 5847 San Felipe Street in Houston, Texas. As a division of Raymond James, this institution offers a range of financial services and investment solutions to help clients achieve their financial goals. With a team of experienced professionals, James Landers - Alex Brown provides personalized advice and guidance to individuals and businesses looking to manage their wealth and plan for the future. Whether you are looking to grow your investments, protect your assets, or plan for retirement, James Landers - Alex Brown is dedicated to providing top-notch financial services tailored to your specific needs.

At Edward Jones - Financial Advisor: Lance A Lawrence, located at 18525 West Lake Houston Parkway in Humble, Texas, United States, you can trust in the expertise and personalized service of a dedicated financial advisor. Lance A Lawrence is committed to helping clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is here to provide professional guidance and support every step of the way. Visit us today to start building a secure financial future.

ocated in Houston, Texas, the Merrill Lynch Financial Advisor Kyle R Kelley institution at VMT Wealth Management is dedicated to providing an exceptional client experience in finance. With a focus on wealth planning, strategy, and investment management, the team at VMT is committed to exceeding client expectations and advancing their best outcomes. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists for 2022 and 2023, the institution takes a unique approach by utilizing a team of three professionals to serve each client, including a financial advisor, relationship manager, and administrative associate. With a process of disciplined advice and guidance rooted in portfolio management techniques used by large institutional investors, VMT aims to create customized financial strategies tailored to each client's goals and priorities. Recognized by top industry publications, the team at Merrill Lynch Financial Advisor Kyle R Kelley is dedicated to providing personalized service and building strong client relationships based on trust and personalized service. With a focus on helping clients achieve their goals through personalized investment approaches, the institution is committed to putting clients first and guiding them towards financial success.

Merrill Lynch Financial Advisor Victoria Clair Ridgway is a finance institution located at 800 Capitol Street in Houston, Texas, United States. With nearly a decade of experience in investments and a deep knowledge of behavioral finance and financial psychology, Victoria Ridgway and her team at Merrill Lynch Wealth Management are dedicated to creating personalized wealth plans that reflect the goals and aspirations of their clients. By leveraging world-class planning resources, they design tailored strategies to help clients achieve their generational, community, and lifetime financial goals. Victoria's approach focuses on understanding each client's unique needs and priorities, with a mission to help them pursue their financial aspirations. Through personalized plans and thoughtful advice, she aims to help clients manage, grow, and preserve their wealth while considering long-term impacts and future generations.

Azul Wealth Partners is a finance institution located at 2236 Bissonnet Street in Houston, Texas, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Azul Wealth Partners is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Merrill 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.

Raymond James Financial Services is a renowned finance institution located at 2425 West Loop South in Houston, Texas, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment and wealth management solutions tailored to meet the unique needs of individual clients. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, or estate planning services, Raymond James Financial Services is committed to providing personalized and expert advice to help you navigate the complexities of the financial world.

UBS Financial Services Inc., located at 5075 Westheimer Road in Houston, Texas, is a leading finance institution dedicated to helping clients achieve their financial goals. The institution believes in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. With a commitment to understanding what wealth means for each individual, UBS offers expertise and finely crafted financial advice tailored to each client's unique needs. Whether you are planning for today, tomorrow, or generations to come, UBS can help you create a comprehensive wealth strategy that supports you in every stage of life. The institution's experts can help you navigate the markets, economy, trends, and investor mindset to stay ahead of the curve.

Patricia Sayyah - UBS Financial Services Inc. is a reputable finance institution located at 4400 Post Oak Parkway in Houston, Texas, United States. With a strong focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, we offer a wide range of services tailored to meet your individual needs. Trust in our experience and expertise to guide you towards financial success.

Merrill Lynch Financial Advisor Jared Holden, located at 800 Capitol Street, Houston, Texas, is a renowned institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service, setting the standard for excellence in the field. Recognized by prestigious publications such as Forbes and Barron's, Merrill Lynch Financial Advisor Jared Holden is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch at their disposal, the team is comprised of talented and experienced individuals who strive to meet the unique needs of each client. Rankings and recognition from industry leaders highlight the expertise and dedication of Merrill Lynch Financial Advisor Jared Holden and their team, making them a trusted choice for financial advice and wealth management.

Merrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they 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 as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.

Horizon Advisory Group, LLC, located at 2808 Caroline Street in Houston, Texas, is a finance and insurance agency dedicated to helping individuals, families, and businesses achieve their financial goals and dreams. Our approach to financial planning is rooted in building a collaborative relationship with our clients, going beyond just numbers and data. We believe in bringing your vision to life and creating a customized strategy that promotes stability, growth, and longevity. Our goal is to provide you with the confidence to take control of your finances and make informed decisions for the future.

Merrill Lynch Financial Advisor Trenton R. Hollas, located at 800 Capitol Street in Houston, Texas, offers insights, observations, and ideas to help individuals pursue their financial goals. With experience in managing concentrated stock positions and navigating important life events such as retirement, inheritance, or business sales, Trenton R. Hollas provides access to Bank of America Private Bank trust and estate planning services. By working with outside professionals like attorneys and accountants, he helps coordinate comprehensive financial and legacy plans. As a part of the Merrill Lynch Wealth Management team, Trenton R. Hollas focuses on building personalized financial plans centered on individual goals and priorities. Through in-depth conversations and the Merrill Personal Wealth Analysis™, clients can develop strategies to achieve their financial objectives. By utilizing the Investment Personality Assessment, Trenton R. Hollas gains a better understanding of clients' investing preferences to tailor financial approaches accordingly.

Real Time Brokers Inc is a leading finance institution located at 600 Travis Street in Houston, Texas, United States. We specialize in providing real-time financial services to our clients, offering expert advice and personalized solutions to help them achieve their financial goals. With a team of experienced brokers and cutting-edge technology, we ensure that our clients receive the most up-to-date information and analysis to make informed investment decisions. Trust Real Time Brokers Inc to deliver reliable and efficient financial services tailored to your individual needs.

Merrill Lynch Private Wealth Advisor Tyler Lane, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. As a Private Wealth Management team, they focus on serving a limited number of clients to provide the attention and solutions they deserve. With access to resources from Merrill and Bank of America, the team has specialized training to address the complexities of the evolving financial world. Their services include insights, observations, and ideas to help clients achieve their financial goals, as well as assistance in estate planning and wealth preservation. Clients work with a highly experienced and rigorously trained team who strive to understand their goals and values, providing access to banking capabilities and investing solutions to help pursue financial goals.

Merrill Lynch Financial Advisor Michael Schmidt is a finance institution located at 800 Capitol Street in Houston, Texas, United States. They offer customized services supported by the capabilities of a global institution, focusing on a limited number of clients to provide personalized attention for all aspects of their financial lives. With a deep understanding of each client's financial picture, they create flexible strategies tailored to changing market conditions, offering access to investment insights from Merrill and banking solutions from Bank of America. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on individual goals, with a focus on family, priorities, and goals that evolve over time. The institution believes in building lasting relationships with clients to understand their priorities for today, tomorrow, and the long-term future. By collaborating with specialists and utilizing global resources, they create strategies that reflect clients' aspirations for themselves and future generations.

Bank of America Private Client Advisor Michael E Rogala, located at 800 Capitol Street in Houston, Texas, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. With over 25 years of financial experience, Michael leads a team of specialists dedicated to designing and delivering customized wealth management strategies for ultra-high-net-worth clients. They offer services such as investment management, asset preservation, tax minimization, trust and estate planning, and more. Michael and his team prioritize transparency, personalized service, and collaboration with external advisors to help clients achieve their financial goals. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, using a personalized approach and resources to meet the financial objectives of individuals, families, businesses, and institutions. They strive to provide disciplined financial strategies and innovative solutions in a constantly evolving financial landscape. Important notice: By visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck for further information. Please consult your legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Dane Lee Everett is a financial advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States. Dane provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, and major purchases, Dane works with clients to track progress, update strategies, and adjust as life changes. Clients have secure access to their accounts and progress tracking tools from any device. Dane offers complimentary initial consultations to discuss financial goals and how he can help achieve them. As a proud representative of a firm committed to diversity and inclusion, Dane values the 1-to-1 relationship with clients to set them up for financial success. Ameriprise Financial Services, LLC has a long history of helping clients reach their short and long-term financial goals through personalized advice. Dane Lee Everett is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The firm has received recognition for its commitment to diversity and inclusion, as well as support for veterans and their families. The Disability Equality Index has recognized Ameriprise as a "Best Place to Work for Disability Inclusion" for its efforts in advancing disability inclusion and equality. Contact Dane Lee Everett at Ameriprise Financial Services, LLC for a consultation to discuss your financial goals and how he can help you achieve them.

David Hergert - Financial Advisor, Ameriprise Financial Services, LLC, located at 1331 Gemini Street, Houston, Texas, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals and businesses. David Hergert holds various certifications, including 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®, CFP®, Certified Fund Specialist, ChFC®, 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 his expertise and commitment to providing clients with comprehensive and tailored financial advice. Whether you are planning for retirement, managing investments, or navigating complex financial situations, David Hergert is dedicated to helping you achieve your financial goals.

Matt Catron is a Financial Advisor at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue in Houston, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Matt Catron is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, he helps clients make informed decisions to achieve their financial goals. Contact Matt Catron today for personalized financial advice tailored to your unique needs.

WFG Kingwood is a finance institution located at 1801 Kingwood Drive in Houston, Texas, United States. We offer a range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance services, WFG Kingwood is here to help you navigate the complex world of finance with confidence. Visit us today to learn more about how we can assist you in securing your financial future.

ORDOS Wealth Management is a prestigious finance institution located at 3427 Rivers Edge Trail in Houston, Texas, United States. Specializing in wealth management, our team of experienced professionals offers tailored financial solutions to help clients achieve their financial goals. With a focus on personalized service and expert advice, ORDOS Wealth Management is dedicated to providing top-notch financial planning and investment services to individuals and families. Contact us today to learn more about how we can help you secure your financial future.

Pedram Kaivani, Principal at Kaivani Wealth Strategies, LLC, is a leading financial institution located in Houston, Texas. With a commitment to providing personalized wealth management services, Kaivani Wealth Strategies helps clients achieve their financial goals through strategic planning and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Pedram Kaivani and his team are dedicated to helping you navigate the complex world of finance with confidence. Visit their office at 3200 Southwest Freeway to learn more about their comprehensive financial services.

Discovery Point Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue in Houston, Texas, United States. With a focus on financial planning, tax, investment, and business planning strategies, our experienced team has successfully guided clients through various economic challenges such as the tech bubble, the great recession, and the recent COVID pandemic. Our goal is to provide holistic advice and proactive communication to help simplify our clients' finances and assist them in achieving their financial goals. Our services are tailored to each individual's needs, and we are committed to helping our clients feel confident about their financial future. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Background and qualification information can be found on FINRA's BrokerCheck website. Our team is dedicated to helping clients navigate the complexities of the financial world and we strive to provide personalized advice to help them reach their goals.

Merrill Lynch Financial Advisor Romain Meynier is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Romain Meynier is a Financial Advisor at Merrill Lynch Wealth Management, leveraging Merrill investments resources and Bank of America banking and mortgage capabilities to provide clients with tailor-made financial strategies. With a background in financial engineering and experience in private banking, asset management, and investment banking, Romain Meynier offers personalized and dynamic investment portfolios to clients. Specializing in assisting clients with international questions, Romain Meynier focuses on managing risks and uncertainties to help clients achieve their financial goals. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Romain Meynier works with clients to develop customized financial approaches to address their needs and priorities. With a focus on long-term strategic asset allocation and incorporating shorter-term market anticipations, Romain Meynier aims to maximize net after-tax returns for clients. Partnering with Merrill Lynch and Bank of America, Romain Meynier provides advice and guidance to help clients manage, grow, and preserve their wealth for the future.

Merrill Lynch Financial Advisor James A. Spangler is located at 800 Capitol Street in Houston, Texas, United States. James is a Wealth Management Advisor with the Wenzel Group, a renowned wealth advisory team. He is dedicated to providing exemplary client service and building long-lasting relationships with individuals, families, and businesses. James believes in anticipatory service and offers personalized wealth strategy and advice tailored to each client's unique goals. Recognized by industry publications such as Barron's and Forbes, James is committed to helping clients achieve their financial objectives. With the support of Merrill's global resources, James and his team provide personalized service based on trust and expertise.