Trusted professional in Houston, Texas

Randy Nelson - RBC Wealth Management Financial Advisor is a leading financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor, Randy Nelson provides personalized financial planning services to help clients achieve their financial goals. With extensive experience and expertise in wealth management, Randy Nelson offers tailored investment strategies, retirement planning, and estate planning solutions to individuals and families. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Randy Nelson - RBC Wealth Management Financial Advisor is committed to providing professional guidance and support every step of the way.

Charles Jones - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3200 Southwest Freeway in Houston, Texas, is a finance institution that offers a range of specialized certifications and designations to ensure their advisors have the knowledge and expertise to meet the unique needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Charles Jones are well-equipped to provide tailored financial advice. Additional certifications such as the AIF®, AWMA℠, and CAP® further demonstrate the commitment to professionalism and ethical standards. With a focus on comprehensive financial planning, including retirement, estate, and tax planning, clients can trust that the advisors at Charles Jones have the expertise to guide them towards their financial goals.

Phuong Doan, EA is a finance institution located at 9660 Hillcroft Avenue in Houston, Texas, United States. With expertise in tax preparation and financial planning, Phuong Doan, EA offers professional services to help individuals and businesses navigate the complexities of the financial world. Trusted by clients for their knowledge and dedication, Phuong Doan, EA is committed to providing personalized solutions to meet the unique needs of each client.

Tommy Daniels - Financial Advisor at Ameriprise Financial Services, LLC, located in Houston, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Tommy provides investment recommendations and portfolio analysis to help you achieve financial success. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. Access your accounts and track your progress securely from any device. Schedule a complimentary consultation to learn more about how Tommy can help you reach your financial goals. With a commitment to transparency and professionalism, Tommy Daniels can only conduct securities business in states where he is properly registered. Trust Tommy Daniels to guide you towards a secure financial future.

The Pythagoras Group is a leading finance institution located at 7322 Southwest Freeway in Houston, Texas, United States. With a focus on delivering innovative financial solutions, the Pythagoras Group offers a wide range of services to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management, or financial planning, the Pythagoras Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances effectively.

MWG Tax & Financial Service Inc is a reputable institution located at 7324 Southwest Freeway in Houston, Texas, United States. Specializing in accounting, finance, and insurance services, MWG Tax & Financial Service Inc offers expert guidance and support to individuals and businesses seeking financial solutions. With a team of experienced professionals, clients can trust MWG Tax & Financial Service Inc to provide reliable and personalized assistance in managing their finances and taxes. Whether you need help with tax preparation, financial planning, or insurance coverage, MWG Tax & Financial Service Inc is dedicated to helping you achieve your financial goals.

Texas 1st Wealth Management is a premier financial institution located in Houston, Texas. Our team of experienced professionals specializes in accounting, finance, and insurance services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, our experts are here to provide personalized solutions tailored to your unique needs. Visit us at 340 North Sam Houston Parkway East to learn more about how Texas 1st Wealth Management can help you secure your financial future.

Provision Advisory Group, LLC is a leading finance institution located at One Riverway Drive in Houston, Texas, United States. Our team of experienced financial advisors provides personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to provide expert guidance and support. Trust Provision Advisory Group, LLC to help you navigate the complexities of the financial world and secure your financial future.

Barbara Paige - Financial Advisor, Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States offers a wide range of financial services. Barbara Paige 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, 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 her expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Barbara Paige can provide personalized financial advice tailored to your specific needs. Contact Barbara Paige at Ameriprise Financial Services for professional and ethical financial guidance.

Michael R Misner - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is a finance institution offering a range of services to meet the diverse needs of individuals seeking expert financial guidance. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Michael R Misner is equipped to provide specialized advice on asset management, wealth transfers, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Michael R Misner has the expertise and knowledge to help you achieve your financial goals. With a commitment to ethical standards and ongoing education, clients can trust in the professionalism and dedication of the team at Ameriprise Financial Services, LLC.

WRWCO, LLC is a reputable finance institution located at 5013 Happy Hollow Street in Houston, Texas, United States. With a team of experienced professionals, WRWCO, LLC offers a wide range of financial services to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management, or financial planning, WRWCO, LLC is dedicated to providing top-notch services tailored to your individual goals and objectives. Trust in WRWCO, LLC for all your financial needs and secure a brighter financial future.

David Brollier - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1001 Fannin Street in Houston, Texas. As a dedicated financial advisor, David Brollier provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and financial planning, David Brollier is committed to helping clients secure their financial future. Trust in David Brollier - RBC Wealth Management Financial Advisor for professional and reliable financial services in Houston, Texas.

Merrill Lynch Financial Advisor Bryan Azadian Leonard, located at 800 Capitol Street in Houston, Texas, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each individual's unique needs and aspirations, working one-on-one to design and implement a personalized plan to manage investment risk and achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to address clients' financial needs and help them reach their goals. The team of experienced professionals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, with a focus on helping clients navigate the complexities of their financial lives. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor Bryan Azadian Leonard offers comprehensive financial solutions to help clients achieve their goals.

Merrill Lynch Financial Advisor Laura Cohen Greaser, located at 3700 Buffalo Speedway in Houston, Texas, is a finance institution dedicated to providing personalized financial strategies tailored to your needs. As Merrill advisors, we prioritize listening to your goals and aspirations, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences, allowing us to customize a financial approach that aligns with what matters most to you. Backed by the global resources of Merrill and Bank of America, our experienced team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help document your goals and create a personalized plan centered on achieving what you want.

ocated at 800 Capitol Street in Houston, Texas, the Merrill Lynch Financial Advisor Chad H O'Donnell institution at VMT Wealth Management is dedicated to providing exceptional client experiences in the field of finance. The team at VMT Wealth Management believes in a client-focused mindset, striving to advance the best outcomes for their clients. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists for 2022 and 2023, the institution offers a unique approach to client service by utilizing a three-person team consisting of a financial advisor, a relationship manager, and at least one administrative associate. With a focus on a process of disciplined advice and guidance, VMT Wealth Management uses portfolio management techniques employed by large institutional investors to create customized wealth management strategies for their clients. The institution's dedication to understanding their clients' goals and priorities allows them to offer personalized advice and professional management to help clients achieve their long-term objectives.

Crystal Garrett is a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Crystal 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Crystal is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Crystal's expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products ensures that clients receive tailored financial advice to meet their specific needs. With a commitment to professionalism and ethics, Crystal is a trusted partner in helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Iain A Sharpe is a renowned finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. With a team of talented and experienced individuals, the institution is dedicated to providing exemplary client service based on trust and personalized service. Recognized by Forbes as "Best-in-State Wealth Advisors", the institution is committed to helping affluent families, executives, and business owners navigate the complexities of preserving and growing their wealth. With over 50 years of combined experience, the team at Merrill Lynch Wealth Management offers sophisticated strategies tailored to each client's financial objectives. By developing personalized investment strategies and considering factors such as risk tolerance and lifestyle goals, the institution aims to help clients pursue financial success. Through seminars and events, clients have the opportunity to learn about wealth management, portfolio building, and investment choices. Invest in yourself and prioritize the things that matter most by joining Merrill Lynch Financial Advisor Iain A Sharpe on your unique financial journey.

Located at 2800 Post Oak Boulevard in Houston, Texas, Merrill Lynch Financial Advisor Christopher J. Ruiz is a finance institution dedicated to building and maintaining strong relationships with clients. With over 21 years of experience in the financial services industry, Christopher Ruiz is a CERTIFIED FINANCIAL PLANNER™ professional, Senior Portfolio Advisor, and Wealth Management Advisor. Specializing in investment portfolio management, financial strategies, and leveraging connections at Bank of America, N.A., Christopher is committed to helping clients make important financial decisions. Named to the Forbes "Best-in-State Wealth Management Teams" list in 2024 and 2023, Christopher Ruiz is part of The Sheffield Group team at Merrill Lynch. His team is comprised of talented individuals who provide personalized service and build trust with clients. Merrill Personal Wealth Analysis™ can help clients create a personalized plan focused on their goals. Recognized by Forbes for his expertise, Christopher Ruiz and his team are dedicated to providing exceptional financial advice and service to clients in Houston and beyond.

Royal Alliance is a prestigious financial institution located at 10301 Northwest Freeway in Houston, Texas. As a leading player in the finance industry, Royal Alliance offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals and a commitment to excellence, Royal Alliance is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, Royal Alliance is your trusted partner in achieving your financial goals.

Vicente Velez - Morgan Stanley Financial Advisor is a reputable finance institution located at 717 Texas Avenue in Houston, Texas, United States. As a trusted financial advisor, Vicente Velez offers expert advice and guidance to clients looking to manage their wealth, investments, and financial goals. With a focus on personalized service and tailored financial solutions, clients can expect a high level of professionalism and expertise when working with Vicente Velez - Morgan Stanley Financial Advisor.

Merrill Lynch Financial Advisor Christiane Copeland is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. Recognized by Forbes for their excellence in wealth management, the team at Merrill Lynch is dedicated to providing personalized service and building strong client relationships based on trust. With access to the global resources of Merrill, their talented and experienced team works to understand your financial goals and priorities, offering tailored wealth management strategies to help you achieve your desired outcomes. Through in-depth discussions and regular account reviews, Merrill Lynch Financial Advisor Christiane Copeland ensures that your investments remain aligned with your evolving life goals. With a focus on transparent communication and personalized financial planning, they strive to help you navigate the complexities of your financial life and make informed decisions to reach your goals. Contact Merrill Lynch Financial Advisor Christiane Copeland to start your journey towards financial success today.

Alaska is a prestigious finance institution located at 2040 North Loop West in Houston, Texas, United States. With a reputation for excellence in financial services, Alaska offers a wide range of products and solutions to meet the needs of individuals and businesses alike. Whether you're looking for investment advice, wealth management services, or assistance with loans and mortgages, Alaska has a team of experienced professionals ready to help you achieve your financial goals. Trust Alaska to provide personalized and reliable financial solutions to help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Blake A Fox, located at 800 Capitol Street in Houston, Texas, is a finance institution dedicated to managing wealth in a holistic manner. With a focus on taking care of loved ones, navigating through life's stages, reducing worry, and leading a fulfilling life, our team has been serving families since 1981. Founded by Jim Fox and now led by his son, Mike Fox, our team is committed to going the extra mile for clients, solving problems, and showing genuine care. Recognized by Barron's and Forbes for our exceptional client service, we offer personalized financial planning services to help clients achieve their goals and navigate market fluctuations. With a team of experienced professionals and access to global resources, we strive to build strong client relationships based on trust and personalized service. Let us help you create a financial approach that reflects your unique needs and priorities, and work together to achieve your financial goals.

ocated at 800 Capitol Street in Houston, Texas, the Merrill Lynch Financial Advisor Morgan T Vicknair at VMT Wealth Management offers a comprehensive financial service experience. The institution is dedicated to creating exceptional client experiences through wealth planning, investment management, and personalized service. With a focus on advancing the best outcomes for clients, the institution is committed to exceeding expectations and understanding the unique objectives and needs of each individual. Ranked #1 on the 2022 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists, the institution prides itself on its integrated approach, with three professionals serving each client. This approach ensures streamlined communication and personalized attention to detail. The team consists of a financial advisor, a relationship manager, and at least one administrative associate, all working together to develop customized wealth management strategies.

Merrill Lynch Financial Advisor Robert J Taphorn is a finance institution located at 600 Rockmead Drive, Houston, Texas, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth starts with a deep understanding of your financial picture, and the team can create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, they work to help you achieve your financial goals through personalized wealth management strategies. The team, Taphorn Boike & Associates, focuses on the needs of affluent individuals, families, and businesses, offering a range of services to support their financial security. Whether you are a busy professional, business owner, or looking to plan for your family's future, the team can help you navigate the complexities of financial planning. With a focus on personalized service and a commitment to helping you achieve your goals, Merrill Lynch Financial Advisor Robert J Taphorn is here to support you in your financial journey.

Edward Jones - Financial Advisor: Lance L Jones is a reputable finance institution located at 2815 West Lake Houston Parkway in Houston, Texas, United States. Lance L Jones, a skilled financial advisor, offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Visit us today to start planning for a secure financial future.

Jack Pendergrast - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1980 Post Oak Boulevard in Houston, Texas, United States. Specializing in wealth management services, Jack Pendergrast provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, clients can trust in the expertise and professionalism of Jack Pendergrast and his team. Whether you are planning for retirement, investing for the future, or managing your assets, Jack Pendergrast - RBC Wealth Management Financial Advisor is dedicated to helping you secure your financial future.

James Edwards & Co is a reputable finance institution located at 2000 Bering Drive in Houston, Texas, United States. With a strong commitment to providing personalized financial solutions to individuals and businesses, our team of experienced professionals offers expert advice and tailored services to help clients achieve their financial goals. Whether you are looking for investment guidance, wealth management, or retirement planning, James Edwards & Co is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can assist you in reaching your financial aspirations.

Carl Lambert - RBC Wealth Management Financial Advisor is a renowned financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor in the field of finance, Carl Lambert provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement solutions, Carl Lambert and his team are dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Carl Lambert - RBC Wealth Management Financial Advisor is the institution to turn to for professional and reliable financial advice.

Lucien Harris - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a skilled financial advisor, Lucien Harris provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, clients can trust in the expertise and professionalism of Lucien Harris and his team. Whether you are planning for retirement, investing for the future, or managing your wealth, Lucien Harris - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.