Texas banking audits in Texas
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1900 Wealth
● Open1900 Wealth, formerly known as Monticello Wealth Management, is a premier investment advisory firm located at 1900 Broadway in San Antonio, Texas. Specializing in creating tailored wealth management plans for high-net-worth individuals and families, we are dedicated to investing in the growth and revitalization of San Antonio's urban center. With over $1.5 billion in assets under management as of December 31, 2022, 1900 Wealth proudly serves the Central and South Texas communities, including the Hill Country. As a subsidiary of Jefferson Bank, a trusted financial institution in San Antonio since 1946, 1900 Wealth is committed to providing independent and personalized service as a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Our team of professional financial advisors offers trusted strategies and a proven track record of success in wealth management, all while upholding the strong legacy of Jefferson Bank.
1900 Broadway Suite 900, San Antonio, TX 78215, United States -
The Adams Group - Morgan Stanley
● OpenThe Adams Group at Morgan Stanley is a leading financial institution located at 7600 Broadway in San Antonio, Texas, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of expertise and guidance in navigating the complex world of finance. Contact us today to learn more about how The Adams Group at Morgan Stanley can help you secure your financial future.
7600 Broadway Ste 100, San Antonio, TX 78209, United States -
First Command
● OpenFirst Command is a trusted financial institution located at 1919 Oakwell Farms Parkway in San Antonio, Texas. As a bank, finance, and insurance agency, we are dedicated to helping our clients achieve their financial goals and secure their future. With a focus on personalized service and expert guidance, we offer a range of financial products and services to meet the unique needs of each individual or family. Whether you are looking to invest, save for retirement, or protect your assets, First Command is here to provide comprehensive and tailored solutions to help you succeed. Visit us today to learn more about how we can help you build a solid financial foundation for the future.
1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218, United States -
Merrill Lynch Financial Advisor Blair M Short
● OpenMerrill 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.
1803 Broadway, San Antonio, TX 78215, United States -
The JK Group - Morgan Stanley
● OpenThe JK Group - Morgan Stanley is a prestigious financial institution located at 7600 Broadway in San Antonio, Texas, United States. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The JK Group - Morgan Stanley is dedicated to providing top-notch service and expertise.
7600 Broadway Ste 100, San Antonio, TX 78209, United States -
Merrill Lynch Financial Advisor Noah Acevedo
● OpenMerrill Lynch Financial Advisor Noah Acevedo, located at 1803 Broadway, San Antonio, Texas, United States, offers a comprehensive range of financial services to address your needs throughout your lifetime. With a focus on wealth management planning, education planning, retirement planning, and managing job transitions, Noah Acevedo provides personalized advice tailored to your specific goals and priorities. As part of the Merrill Lynch Wealth Management team, Noah is dedicated to building strong client relationships based on trust and personalized service. By understanding your aspirations and priorities, Noah can help you develop a customized financial approach to help you achieve your most important goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Noah will work with you to create a plan designed to address your financial needs and adapt to changes in your life and the market. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, Noah Acevedo is committed to helping you pursue your financial goals. Contact Noah Acevedo today to start a conversation about how he can help you navigate the complexities of your financial life and work towards achieving your objectives.
1803 Broadway, San Antonio, TX 78215, United States -
Argent Trust Company
● OpenArgent Trust Company is a reputable financial institution located at 755 East Mulberry Avenue in San Antonio, Texas, United States. As a trusted bank and finance company, Argent Trust Company provides a wide range of financial services to individuals and businesses, including wealth management, investment advisory, and trust services. With a team of experienced professionals, Argent Trust Company is dedicated to helping clients achieve their financial goals and secure their financial futures. Visit Argent Trust Company today to learn more about their personalized financial solutions.
755 E Mulberry Ave #400, San Antonio, TX 78212, United States -
Merrill Lynch Financial Advisor Anthony Quintanilla
● OpenMerrill Lynch Financial Advisor Anthony Quintanilla, located at 1803 Broadway in San Antonio, Texas, is dedicated to helping clients manage their wealth through personalized financial strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Anthony Quintanilla works closely with clients to understand their goals, priorities, and financial situation. By participating in the community and volunteering with local organizations, Anthony Quintanilla demonstrates a commitment to serving the needs of clients beyond just financial matters. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their aspirations and focused on achieving their desired outcomes. By using the Investment Personality Assessment, clients can refine their investing preferences and work towards their financial goals. With a focus on ongoing communication and adjustments to the financial approach as life changes, Anthony Quintanilla aims to help clients stay on track towards achieving their goals. By prioritizing the client's needs and aspirations, Anthony Quintanilla offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
1803 Broadway, San Antonio, TX 78215, United States -
AMS
● OpenAMS is a leading financial institution located on North New Braunfels Avenue in San Antonio, Texas, United States. With a focus on providing top-notch financial services to individuals and businesses, AMS offers a wide range of solutions including banking, investments, loans, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you're looking to grow your wealth, manage your assets, or plan for retirement, AMS is here to support you every step of the way. Visit us today to experience the difference our personalized approach to finance can make in your life.
N New Braunfels Ave, San Antonio, TX 78209, United States -
Springs Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
● OpenSprings Wealth Group is a private wealth advisory practice located at 519 Main Street in Schertz, Texas, United States. As a part of Ameriprise Financial Services, LLC, our team of financial advisors are dedicated to helping individuals achieve their financial goals. While Ameriprise financial advisors are registered in certain U.S. states, we offer personalized consultations to discuss what is most important to you. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. At Springs Wealth Group, we understand that financial success is not guaranteed, but we are committed to helping you navigate your financial future. We adhere to strict corporate entities and important disclosures to ensure the security and privacy of our clients. As a member of FINRA and SIPC, we are dedicated to upholding the highest standards of financial services.
Schertz Bank & Trust, 519 Main St, Schertz, TX 78154, United States -
First Command
● OpenFirst Command is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas. As a bank, finance, and insurance agency, we offer a wide range of financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you need assistance with banking, investment planning, or insurance coverage, First Command is here to provide personalized solutions and expert guidance. Visit us today to learn more about how we can help you build a solid financial foundation.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, United States -
ProLedge Bookkeeping Services
● OpenProLedge Bookkeeping Services, located in San Antonio, Texas, offers high-quality accounting and finance services tailored to your specific needs. With access to professional tools like QuickBooks, we can help integrate your firm by configuring new company files and providing training for your in-house bookkeeping team. Our services include bank account and credit card reconciliations, payroll reconciliation, tax return preparation support, and inventory management. With years of experience and a handpicked team, we ensure quality services and customer satisfaction. Our flexible fees make us a cost-effective solution for businesses of all sizes, allowing for business expansion without the need for additional resources or training expenses. ProLedge is dedicated to providing reliable bookkeeping services for San Antonio businesses, with a team of experienced professionals ready to assist you with all your financial needs. Contact us today to experience the difference that ProLedge can make for your business.
1777 NE Interstate 410 Loop Suite 600, San Antonio, TX 78217, United States -
Merrill Edge
● OpenMerrill Edge is a finance institution located at 9649 Barker Cypress Road in Cypress, Texas, United States. At Merrill, we have the expertise, tools, and personalized advice to help you achieve your financial goals. Whether you are planning for the future or looking to invest, a Merrill Advisor can assist you in creating a customized plan that suits your needs. You can search for an advisor by name or explore our parent company, Merrill Lynch. Please note that by visiting our website, you may be redirected to FINRA's BrokerCheck for additional information. Investing in securities carries risks, and it's important to understand the potential for loss. We provide information on products and services that may be of interest to you through relationship-based ads and online behavioral advertising. For more information on our privacy practices, please review our Online Privacy Notice and FAQs. Banking products are offered through Bank of America, N.A. and affiliated banks, while insurance services are provided by Merrill Lynch Life Agency Inc. Our goal is to help you make informed decisions about your finances and investments.
9649 Barker Cypress Rd, Cypress, TX 77433, United States -
Mercer Capital
● OpenMercer Capital, located at 20333 Texas 249 in Houston, Texas, is a finance institution that specializes in business valuation and financial advisory services. They offer a wide range of services including corporate valuation, financial institution valuation, M&A advisory, fairness opinions, and litigation consulting. Securities transactions are conducted through StillPoint Capital in Tampa, FL. Mercer Capital is not affiliated with Mercer (US) Inc. or Marsh and McLennan Companies. For more information, please visit FINRA Broker Check.
20333 TX-249 Ste 200, Houston, TX 77070, United States -
Merrill Edge
● OpenMerrill Edge is a finance institution located at 7770 Highway 6, Houston, Texas, United States. At Merrill, they have the people, tools, and personalized advice to help you turn your ambitions into action. A Merrill Advisor can assist you in pursuing your goals and planning for what matters most to you. You can search for an advisor's name or the parent company, "Merrill Lynch." Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a wide range of brokerage, investment advisory, and other services. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of BofA Corp. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information can be found in the Client Relationship Summary.
7770 Hwy 6, Houston, TX 77095, United States -
Merrill Edge
● OpenMerrill Edge is a finance institution located at 11025 Farm to Market 1960 Road West, Houston, Texas, United States. At Merrill, they have the people, tools, and personalized advice to help you achieve your financial goals. Whether you are planning for your future or investing in securities, Merrill advisors are here to help. They offer a broad range of brokerage, investment advisory, and other services to meet your needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Edge is committed to providing you with the information you need to make informed decisions about your finances. Visit their website for more information and to find an advisor near you.
11025 Farm to Market 1960 Rd W, Houston, TX 77065, United States -
Merrill Lynch Financial Advisor Ryan Taylor
● OpenMerrill Lynch Financial Advisor Ryan Taylor, located at 13135 Dairy Ashford Road in Sugar Land, Texas, is dedicated to helping clients manage their wealth through personalized strategies tailored to their unique financial goals. With access to the resources of Merrill and Bank of America, Ryan Taylor and his team offer comprehensive wealth management services to address investment risk and help clients pursue their objectives. By understanding each client's aspirations and financial priorities, they develop customized plans to navigate market fluctuations and life changes. Through ongoing communication and regular reviews, they aim to keep clients on track towards achieving their financial goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Ryan Taylor is committed to helping clients live their best financial life.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor Harriss W Lauderdale
● OpenMerrill Lynch Financial Advisor Harriss W Lauderdale, located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States, is dedicated to managing your wealth with a personalized approach. With access to investment insights from Merrill and banking solutions from Bank of America, we can help create a flexible strategy tailored to your financial goals. Our team is committed to participating in the community and volunteering with local organizations. By conducting a Merrill Personal Wealth Analysis™, we can develop a personalized plan centered on your aspirations and priorities. We believe in building long-lasting relationships with our clients, focusing on family, goals, and priorities as they evolve over time. Our Investment Personality Assessment helps us understand your investing preferences, allowing us to customize a financial approach that aligns with your goals. We continuously monitor changes in your life and financial markets to ensure your approach remains on track. Let us help you achieve your financial aspirations and navigate the complexities of your financial journey.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor Keith M Bernstein
● OpenMerrill Lynch Financial Advisor Keith M Bernstein is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Their personalized wealth management strategies are tailored to your specific financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you pursue your financial aspirations. By participating in the community and volunteering, they demonstrate their commitment to serving the needs of their clients. Their approach begins with a conversation to understand your goals, whether it's retirement planning, saving for a home, or funding education. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. Regular check-ins ensure your financial plan adapts to changes in your life and the markets. With a focus on your aspirations and priorities, they work to turn your goals into reality. By building a personalized plan and providing ongoing guidance, they help you achieve financial success. Contact Merrill Lynch Financial Advisor Keith M Bernstein to start planning for your financial future.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor Jonathan B Rao
● OpenMerrill 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.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor Joshua Griffin
● OpenMerrill Lynch Financial Advisor Joshua Griffin, located at 13135 Dairy Ashford Road in Sugar Land, Texas, offers personalized financial services to help clients manage concentrated stock positions and navigate important life events such as retirement, inheritance, and business sales. With access to Bank of America Private Bank and Bank of America for trust and estate planning services, commercial banking, and financing needs, Joshua works closely with clients' estate attorneys, accountants, and other advisors to coordinate their financial and legacy strategies. He is actively involved in the community through organizations such as the Sugar Land Rotary and the Central Fort Bend Chamber of Commerce. By utilizing the Merrill Personal Wealth Analysis™ tool, Joshua helps clients develop personalized financial plans tailored to their goals and priorities. Through ongoing conversations and updates, he ensures that clients' financial approaches evolve to reflect changes in their lives and the market. With a focus on understanding each client's unique needs, Joshua aims to help them achieve their financial goals and navigate market fluctuations with confidence. As a registered financial advisor in multiple states, including Texas, Joshua Griffin is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Legacy Capital
● OpenLegacy Capital is a leading wealth management firm located at 1725 Hughes Landing Boulevard in The Woodlands, Texas. Specializing in accounting and finance, we work with individuals, families, executives, and business owners to help them achieve their financial goals and create a lasting family legacy. Our team of experts develops personalized portfolio strategies based on your risk tolerance, provides guidance on estate planning with the help of an Estate Attorney, and offers support to business owners in maximizing their efforts. Whether you are preparing for retirement, looking to build wealth for the future, or starting a new venture, Legacy Capital is here to assist you every step of the way. We offer services such as cash flow analysis, investment strategy selection, and maximizing Social Security and Medicare benefits. Our goal is to help you create a comprehensive financial plan, eliminate debt, and set achievable goals for a secure financial future.
1725 Hughes Landing Blvd STE 830, The Woodlands, TX 77380, United States -
Merrill Lynch Financial Advisor Laura Nash
● OpenMerrill Lynch Financial Advisor Laura Nash, located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, is a finance institution dedicated to helping clients manage their wealth and achieve their financial goals. With a focus on personalized wealth management strategies, Laura Nash works closely with clients to understand their priorities and create a flexible strategy tailored to their needs. As a part of the Merrill Lynch Wealth Management team, Laura Nash is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™ process, she helps clients build a personalized plan centered on their goals and aspirations.
1780 Hughes Landing Blvd, The Woodlands, TX 77380, United States -
Merrill Lynch Financial Advisor Alvin A Murgai
● OpenMerrill Lynch Financial Advisor Alvin A Murgai, located at 5775 North Sam Houston Parkway West in Houston, Texas, is a distinguished institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from prestigious financial industry publications. The members of The Murgai, Jerding & Rao Wealth Management Group have decades of experience serving accomplished clientele, including top executives in the energy industry, physicians, business owners, and affluent individuals. The team focuses on building strong client relationships based on trust and personalized service, offering tailored financial and retirement strategies that align with tax-minimization and estate planning considerations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works collaboratively with clients to develop approaches designed to address their financial needs. Merrill Lynch Advisors believe in putting clients first, offering a personalized financial approach that reflects individual goals and priorities. By getting to know clients personally and understanding what matters most to them, the team can provide valuable advice to help clients achieve their financial goals. With a focus on continuous communication and updates to reflect changes in clients' lives, Merrill Lynch Advisors are committed to helping clients stay on track towards financial success.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Merrill Lynch Financial Advisor Marcus P. Malonson
● OpenMerrill Lynch Financial Advisor Marcus P. Malonson is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Marcus P. Malonson, SE-AWMA, CPFA, C(k)P, CIMA, CRPC, CFP, is dedicated to managing your wealth by creating a personalized strategy based on your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Marcus P. Malonson can help you pursue your goals through personalized wealth management strategies. By participating in the community and volunteering, Marcus P. Malonson upholds the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be built to focus on your goals and aspirations. As a Merrill Lynch Wealth Management advisor, Marcus P. Malonson focuses on your family, goals, and priorities, adapting to changes over time. By understanding your financial personality and goals, Marcus P. Malonson can provide tailored financial solutions to help you achieve what matters most to you. With regular check-ins and updates to your financial approach, Marcus P. Malonson aims to help you stay on track to reach your financial goals. Let Marcus P. Malonson help you design and implement a personalized plan to manage, grow, and preserve your wealth for the future.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Raymond James
● OpenRaymond James is a reputable finance and insurance agency located at 15995 North Barkers Landing Road in Houston, Texas, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including wealth management, investment banking, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized financial advice and tailored solutions to help clients achieve their financial goals. With a commitment to integrity and excellence, Raymond James is a trusted institution for individuals and businesses seeking financial guidance and protection.
15995 N Barkers Landing Rd, Houston, TX 77079, United States -
A J Financial Services
● OpenA J Financial Services is a finance institution located at 9950 Westpark Drive in Houston, Texas, United States. We specialize in using online tools to make payments, ensuring timely and efficient payments to the IRS and the State. Whether you are a small business owner or a large corporation, our team at AJ Financial Services is dedicated to accurately and swiftly preparing your tax reports. We offer personalized advice and assistance with individual income taxes, helping you maximize your credits and minimize any potential mistakes. If you are starting a new business or looking to improve your current financial structure, our team can provide the necessary support and guidance. We create customized financial structures tailored to your company's specific needs, tracking, recording, and analyzing all financial transactions. From opening the right bank account to forecasting your business's future earnings, our professional team is committed to ensuring your business's success, both now and in the future. Contact AJ Financial Services today for all your financial needs.
9950 Westpark Dr #235, Houston, TX 77063, United States -
Merrill Edge
● OpenMerrill Edge is a finance institution located at 11814 Bellaire Boulevard, Houston, Texas, United States. Find a Merrill® Financial Solutions Advisor™ in Houston, TX to help turn your ambitions into action. They provide personalized advice and guidance to help you pursue your goals and plan for what matters most to you. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services to help you with your financial needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Additional information is available in their Client Relationship Summary.
11814 Bellaire Blvd, Houston, TX 77072, United States -
Merrill Edge
● OpenMerrill Edge is a finance institution located at 9935 Highway 6 in Missouri City, Texas, United States. At Merrill, we have the people, tools, and personalized advice to help you achieve your financial goals. Our advisors can assist you in planning for what matters most to you and can meet with you in a way that works best for you. We provide information on products and services that may be of interest to you through relationship-based ads and online behavioral advertising. Investing in securities involves risks, and it is important to be aware of potential losses. We offer a range of brokerage, investment advisory, and other services to help you manage your finances effectively. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and subsidiary of Bank of America Corporation. This material is not a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information can be found in our Client Relationship Summary.
9935 Hwy 6, Missouri City, TX 77459, United States -
Merrill Lynch Financial Advisor David A. Gray
● OpenMerrill 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.
15375 Memorial Dr Suite 400, Houston, TX 77079, United States
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