TOP 30 Us presidents in Texas

Merrill Lynch Financial Advisor Manuel H. von Schulenburg is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. The team at this institution is dedicated to understanding your values and goals in order to help you manage your assets effectively. Manuel H. von Schulenburg, a Senior Vice President, International Wealth Advisor and Portfolio Manager, has extensive experience in the financial services industry and is committed to providing personalized financial management and investment solutions to corporate executives, business owners, and families in the U.S. and Mexico. Manuel and his team believe in the power of education and are actively involved in their local community. They offer personalized financial planning services, including portfolio management and wealth analysis, to help clients achieve their financial goals. By building strong client relationships based on trust and personalized service, they strive to help clients navigate the complexities of the financial markets and plan for their financial future. Get in touch with Merrill Lynch Financial Advisor Manuel H. von Schulenburg to start working towards your financial goals today.

g personally. He worked with campuses such as Texas A&M University, University of Texas, and many others in the greater Texas area. After several successful years in sales leadership, Manny was invited to join the school fundraising division of Southwestern, Great American Opportunities. He excelled in this role, eventually becoming Vice President of Experienced Salespeople, overseeing fundraising professionals nationwide. With a strong background in finance and a passion for helping others achieve their financial goals, Manny joined SageSpring Wealth Partners (formerly Southwestern Investment Group) as a Vice President and Financial Advisor. He is dedicated to providing personalized financial advice and guidance to each client, ensuring that their individual needs and goals are met.

Merrill Lynch Financial Advisor Blair W Jennings is a Senior Vice President and Senior Financial Advisor located at 9595 Six Pines Drive in The Woodlands, Texas. With over 29 years of experience, Blair takes a consultative and objective approach to wealth management, focusing on listening to and understanding each client's financial goals and objectives. He offers personalized recommendations and strategies to help clients achieve their goals, and provides assistance with implementing these recommendations. As a specially qualified Portfolio Manager, Blair can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. He is dedicated to helping clients pursue their objectives by creating personalized financial plans centered on their goals.

Creative Planning is a finance institution located at 1790 Hughes Landing Boulevard in The Woodlands, Texas, United States. Our fiduciary wealth managers work closely with in-house CPAs and attorneys to analyze every aspect of your financial situation, ensuring that your money is working hard for you day in and day out. We take a comprehensive approach to managing your investments, taxes, and estate plan, optimizing them to work together seamlessly. Unlike other firms that offer standard portfolios and set-it-and-forget-it plans, we provide personalized solutions that focus on your unique financial journey. With combined assets under management or advisement by Creative Planning and its affiliates, we are committed to helping you achieve your financial goals. As fiduciaries, we always act in your best interests, providing guidance that is tailored to your specific needs. President & CEO Peter Mallouk explains what sets Creative Planning apart and why we are dedicated to helping you create a richer financial future.

Mariner Investment Group is a finance and insurance agency located at 9601 Katy Freeway, Houston, Texas, United States. Since 1994, we have been dedicated to helping individuals and families plan for a bright future through financial and investment planning. Our team of licensed financial advisors specializes in Self Directed retail and Retirement Accounts, Managed Accounts Clearing, and offers impartial guidance on how to invest in stocks. As a registered broker dealer with the Securities and Exchange Commission and a member of FINRA/SIPC, we provide transparent fee structures and unbiased recommendations to help you reach your long-term financial goals. Our team is committed to ethics and integrity, ensuring that your best interests are always prioritized.

Merrill Lynch Financial Advisor Jason Whitley is located at 800 Capitol Street in Houston, Texas, United States. Jason is a Senior Vice President and Senior Financial Advisor with TSPN Wealth Management at Merrill, bringing over 20 years of experience in investment management. Specializing in helping corporate executives and business owners grow and protect their wealth, Jason leverages the resources of Merrill Lynch Wealth Management and Bank of America to create personalized strategies. With a background in private equity and portfolio management, Jason holds an MBA with a concentration in portfolio management from Texas Christian University. He is a member of various professional organizations and has a strong commitment to building client relationships based on trust and personalized service. The TSPN Wealth Management Group offers services for both institutional and individual investors, including retirement planning, stock option exercise, and portfolio diversification. By understanding each client's unique goals and priorities, Jason and his team strive to create comprehensive strategies to turn those goals into reality. With a focus on personalized service and commitment to putting the interests of clients first, Merrill Lynch Financial Advisor Jason Whitley is dedicated to helping clients navigate the complexities of their financial lives and pursue their financial goals.

Merrill Lynch Financial Advisor Phillip W Jones is a finance institution located at 800 Capitol Street, Houston, Texas, United States. With a degree in Economics and Sociology from Texas A&M, Phillip W Jones has been serving as a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management since 1993. Specializing in retirement and college planning, income and estate tax minimization, and wealth preservation, Phillip provides personalized financial strategies tailored to individual needs. He is actively involved in the community, volunteering with organizations such as the American Heart Association. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. By understanding your goals, priorities, and risk tolerance, Phillip and his team can develop a customized financial plan to help you achieve your aspirations. With access to the global resources of Merrill and banking solutions from Bank of America, they offer investment insights and comprehensive financial solutions to address your needs.

Lynch Financial Advisor Albert L Russell, located at 2951 Ranch Road 620 South, Austin, Texas, United States, is a reputable finance institution offering personalized wealth management services. With over 30 years of experience in the industry, Al Russell, as a First Vice President and Senior Resident Director, works closely with individuals and families nationwide to develop innovative strategies tailored to their financial goals. Clients range from athletes and business owners to retired professionals, reflecting the institution's diverse expertise. Al Russell's dedication to giving back to the community is evident through his volunteer work with organizations supporting women's well-being and children's education. His team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.

Potler CPA Services, PLLC is a well-established accounting and finance institution located at 1095 Evergreen Circle in The Woodlands, Texas, United States. Led by President Jonathan Potler, a licensed CPA with over 15 years of experience, our firm offers a wide range of professional services including bookkeeping, QuickBooks consulting, business formation assistance, and income tax preparation for both individuals and corporations. Please note that we are not accepting new clients for the 2023 tax season, but we are happy to provide referrals to other reputable firms in the area. Our office hours are Monday through Friday from 8:00am to 5:00pm, and tax support can be dropped off with our admin during these times.

H-Town Handyman is a trusted general contractor and home goods store located at 4122 President's Drive South in Houston, Texas. Our store offers a wide range of home improvement products and services to help you tackle any project, big or small. From plumbing and electrical work to landscaping and painting, our experienced team of professionals is here to assist you every step of the way. Visit us today to find everything you need to make your house feel like home.

Boyce & Associates Business Valuations is a finance institution located at 3109 Kenai Drive, Cedar Park, Texas, United States. Whether you are looking to sell your business, secure a loan, or establish a buy-sell agreement, Boyce & Associates Business Valuations can provide expert assistance. With a team of highly trained business valuation experts boasting over 50 years of combined experience, we offer affordable valuation services tailored to your specific needs. Our comprehensive valuation process includes assessing the economic value of your business through various methods such as the Asset, Income, and Market approach. Our CEO/President/Chief Investment Officer, Eric C. Boyce, CFA, MSF, NQPA, brings over 30 years of experience in finance, treasury management, and portfolio management to the table. Our Chief Business Appraiser, Thomas, is a Certified Valuation Analyst with a wealth of experience in Securities Analysis and Business Valuation. Trust Boyce & Associates Business Valuations for accurate and reliable business valuation services.

Merrill Lynch Financial Advisor Ronald L Riehs, located at 607 West 3rd Street, Austin, Texas, United States, is a Vice President and Wealth Management Advisor with over 20 years of experience at Merrill Lynch Wealth Management. Ron is a Portfolio Manager who offers personalized strategies incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. He focuses on providing solutions for wealthy families, non-profit foundations, and statewide associations, partnering with Merrill associates to offer trust and estate planning services nationwide. Ron's consultative approach to wealth management involves listening to clients' financial situations and goals, offering tailored asset allocations, and discussing opportunities such as investments, retirement planning, estate planning, and philanthropy. He holds the Chartered Retirement Planning Counselor designation and is dedicated to helping clients achieve their financial goals through personalized plans. With access to Merrill's investment insights and Bank of America's banking solutions, Ron works with clients to develop strategies to address their financial needs. By understanding clients' priorities and personalities, Ron creates financial approaches that reflect their unique circumstances and helps them navigate market fluctuations and life changes. As a Merrill Lynch Wealth Management Advisor, Ron is committed to providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.

Austin First Financial is a finance institution located at 1502 West Avenue in Austin, Texas, United States. Founded in 1997 by President Scott Campbell, the institution is dedicated to helping clients achieve their retirement goals through personalized financial planning. The team of qualified professionals at Austin First Financial offers a customized process to meet each client's unique financial goals, focusing on taxes, income, retirement, health, and estate planning. With a commitment to serving the Austin community, Austin First Financial provides top-notch client communication and evidence-based investment principles to help clients navigate the complexities of retirement planning. The institution also offers educational resources and white papers on various retirement planning topics. Insurance products are offered through Austin First Financial's insurance business, while investment advisory services are provided through AE Wealth Management, LLC. The institution's dedication to client success has earned it recognition, including the "Best Of" award from the Austin American Statesman and the Five Star Wealth Manager award. Contact Austin First Financial to start your financial journey towards a secure retirement.

Bank of America Private Client Advisor Sean Low is located at 303 West Wall Street in Midland, Texas, United States. Sean Low is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, specializing in working with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to address their financial priorities. With over 20 years of experience in investment management, lending, private equity, and investment banking, Sean and his team focus on implementing cohesive strategies to leverage the offerings at the Private Bank. Sean holds a B.S. in finance from Lubbock Christian University and an M.B.A. from Texas Tech University, and also holds the Chartered Financial Analyst® designation. He is actively involved in various organizations and serves on multiple boards in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, and creating strategies tailored to meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. They provide disciplined financial strategies and innovative solutions to help clients navigate the complexities of the financial landscape. Please note that the Bank of America Private Bank website may redirect you to FINRA'S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.

Vertical 1 Services, LLC is a locally owned and operated general contractor specializing in property restoration and construction in Amarillo, Texas. Our President, Eric Mays, has over 20 years of experience in restoration and construction, ensuring that our team delivers excellence in every project. We offer services such as water damage restoration, fire damage restoration, mold remediation, and structural remodeling. Whether you need to add a room to your home or repair damage caused by a fire or water leak, Vertical 1 Services is here to help. We understand the devastation that can come from disasters like fires and floods, and we are dedicated to restoring your property to its original, safe condition. Our team is skilled in handling clean up and repair with precision, ensuring the satisfaction of our clients is our top priority. If you suspect mold growth in your home or building, our mold remediation specialists can provide a thorough evaluation and effective solutions. Trust Vertical 1 Services to be with you from the start of a project to the very end, delivering quality restoration services that you can rely on.

Bank of America Private Client Advisor Cynthia (Cyndi) P Hensley is located at 1803 Broadway, San Antonio, Texas, United States. Cyndi Hensley is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, with over 30 years of experience working with non-profit institutions and ultra-high-net-worth families. She leads a team of specialists who provide investment management, wealth strategy, trust and estate planning, philanthropic planning, banking, and custom credit services. Cyndi is dedicated to providing personalized and heartfelt service to each client, leveraging the resources of the Private Bank to maximize value. With a background in marketing and banking, Cyndi is committed to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is focused on creating strategies that meet the unique needs and goals of each client, with a commitment to making client goals a top priority. With a history of over 200 years, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth, offering personalized strategies and innovative solutions. Please note that the website may direct you to FINRA’S BrokerCheck and that investing involves risk. Consult with legal and tax advisors before making any financial decisions.

Bank of America Private Client Advisor Todd R Braulick is a Senior Vice President with extensive experience in providing tailored financial advice to individuals, families, and institutions in San Antonio, Texas. With over 25 years of experience in legal, philanthropic, and financial services, Todd is skilled at helping clients navigate their wealth management goals with care and expertise. He is dedicated to building strong client relationships based on trust and personal understanding. Todd is also actively involved in various charitable organizations and serves on the Campaign Committee for the American Cancer Society's San Antonio Hope Lodge, among others. At Bank of America Private Bank, Todd and his team take the time to listen and understand each client's unique needs and goals before developing personalized strategies to help achieve long-term financial objectives. The institution offers a range of services to support clients in preserving and growing their wealth, building philanthropic legacies, and planning for the future. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank is committed to helping clients navigate the complexities of the financial landscape and achieve their goals.

Fred Steubing - VP, Wealth Advisory/Trust Officer III is a prestigious finance institution located at 1177 Northeast Interstate 410 Loop in San Antonio, Texas, United States. As a Vice President of Wealth Advisory and Trust Officer III, Fred Steubing offers expert financial advice and trust services to clients seeking to grow and protect their wealth. With years of experience and a commitment to excellence, Fred Steubing provides personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to establish a trust, Fred Steubing is dedicated to helping you navigate the complexities of wealth management with confidence and peace of mind.

Merrill Lynch Financial Advisor Thomas A Immenschuh, located at 1803 Broadway in San Antonio, Texas, offers a comprehensive approach to wealth management for business owners, professionals, and their families. As a Senior Vice President, Senior Financial Advisor, and Portfolio Manager, Thomas Immenschuh and his team at KI & Associates provide personalized strategies for growth, investment management, asset preservation, and wealth transfer. With a background in finance and accounting, Thomas uses the resources of Bank of America and Merrill Lynch Wealth Management platforms to develop and implement financial strategies in areas such as retirement planning, wealth management, corporate cash management, and estate planning. He is actively involved in the San Antonio community, volunteering with organizations such as Any Baby Can and The ARC of San Antonio. Thomas believes in building strong client relationships based on trust and personalized service, focusing on the individual goals and priorities of each client. With the support of the global resources of Merrill, Thomas Immenschuh helps clients achieve their financial goals through a customized approach tailored to their needs and aspirations.

WSC White Service Co., Inc. is a general contractor located at 10625 P R 1320 in Wolfforth, Texas, United States. Specializing in Heating, Ventilation, and Air Conditioning services, this family owned and operated business was founded in 1995 by owner and President Marvin White and Vice President Jackie White. They offer commercial refrigeration services, including walk-in and reach-in coolers and freezers, as well as commercial and residential heating and air conditioning services. With a team of friendly technicians and a full installation team covering a 100 mile radius from Lubbock, they are always ready to assist with any HVAC needs. Customers who prefer in-person interactions can visit their office to fill out an application. Known for their dedication to the field and building strong relationships within the community, WSC White Service Co., Inc. has earned a stellar reputation in West Texas for quality service, friendly technicians, and fair pricing. They are experienced in residential heating and air conditioning system repair and installation.

Merrill Lynch Financial Advisor Keith Connolly, located at 1803 Broadway in San Antonio, Texas, is dedicated to helping families and small businesses navigate their complex financial lives. With over two decades of experience in the financial services industry, Keith Connolly offers personalized wealth management services tailored to each client's goals and priorities. Keith Connolly is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, with a background in the newspaper industry before transitioning to finance. He is actively involved in the San Antonio community, volunteering with organizations such as Wishes For Our Heroes and the San Antonio Gaelic Football Athletic Club.

Merrill Lynch Financial Advisor Henry Matula is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Henry Matula, CFP, Senior Vice President, Wealth Management Advisor, Portfolio Manager, has extensive experience in sophisticated wealth management strategies. As a Board CERTIFIED FINANCIAL PLANNER™ professional, Henry takes a holistic approach to asset and liability management. He is a graduate of the University of Houston’s C. T. Bauer School of Business and has completed the Executive Education Program at the University of Pennsylvania’s Wharton School. Henry and his wife Tanya live in Houston and enjoy spending time with their two sons. As part of the Merrill Investment Advisory® Program, Henry has the flexibility to make thoughtful changes to a client's portfolio if the client chooses to give him that discretionary option. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on goals and objectives. The institution offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. Henry Matula is registered to do business in multiple states and is committed to helping clients achieve their financial goals through personalized planning and investment strategies.

Transamerica Financial Advisors, Inc. is a finance institution located at 2901 Wilcrest Drive in Houston, Texas, United States. Since 1984, we have been helping clients prepare for their financial futures and improve their lifestyle. Our independent Registered Representatives and Investment Advisor Representatives focus on individual financial goals, providing access to investment options from well-known industry names to build personalized portfolios. As a TFA representative, you can help families and individuals nationwide develop strategies for long-term financial success while enjoying the income and work/life balance you deserve. President Michelle Barry leads our team in assisting clients in saving, protecting, investing, and preparing for retirement. Contact a TFA representative for more information on our full range of services. Life is unpredictable, but with Transamerica Financial Advisors, Inc., you can start preparing for a brighter future.

Merrill Lynch Financial Advisor Pablo L Munoz is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Pablo L. Munoz, CFP®, CPFA®, CRPC™, Vice President, Wealth Management Advisor, Retirement Benefits Consultant, and Portfolio Manager, leads a team that provides a personalized wealth management experience. They take the time to fully understand your life and what matters most to you before making any financial decisions. With expertise in business, retirement, and personal estate planning, Pablo and his team offer recommendations focused on providing for future generations and preserving savings. They utilize a disciplined process that draws upon the resources of Merrill and Bank of America to connect all aspects of your financial life. Services include managing personalized investment strategies, retirement planning, and building a comprehensive financial strategy tailored to your goals. The team is committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Pablo L Munoz to start planning for your financial future.

Lloyds Intrepid Wealth Management is a finance institution located at 1330 Lake Robbins Drive in The Woodlands, Texas, United States. Led by President and Chief Investment Officer Robert Lloyd, CFA® and Vice President Christopher Lloyd, CFP®, the institution specializes in asset allocation, index investing, tax efficient investing, and wealth management services. As a trusted financial advisor in The Woodlands, Lloyds Intrepid Wealth Management offers personalized investment strategies to help clients achieve their financial goals. With a focus on Central Markets, the institution prides itself on providing expert guidance and innovative solutions to help clients secure their financial future.

Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.

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.

Merrill Lynch Financial Advisor Douglas Quint is located at 501 South Austin Avenue, Suite 1110, Georgetown, Texas, United States. Doug Quint is a Vice President and Wealth Management Advisor with a focus on providing a comprehensive approach to managing wealth tailored to each client's individual needs and priorities. With a background in banking, Doug utilizes industry tools to serve his clients in various financial advisory capacities. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Doug Quint is also part of The Special Needs Team at Merrill, serving the Austin, Texas area. This dedicated team works closely with special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves, including the elder population and those with special needs. The team has extensive experience collaborating with Guardians, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.

Merrill Lynch Financial Advisor Brett A Korensky is a renowned institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Mr. Korensky, a Senior Vice President and Wealth Management Advisor, has been a part of Merrill Lynch Wealth Management since 1991. With a background in Economics and Mathematics from Northern Illinois University and an MBA from the University of Chicago Graduate School of Business, Mr. Korensky specializes in advising high net worth families and business owners. His expertise lies in areas such as Corporate Equity Plan Services, High Net Worth Lending, Asset Management Strategies, and Concentrated Stock Management. Additionally, Mr. Korensky is dedicated to giving back to the community through volunteering and philanthropic efforts. With a focus on personalized financial planning centered around your goals and priorities, Merrill Lynch Financial Advisor Brett A Korensky is committed to helping you achieve financial success.

Perry Investment Management is a finance institution located at 1250 South Capital of Texas Highway in Austin, Texas. Specializing in fee-only asset management, the firm is dedicated to providing unbiased advice and prudent management of clients' assets. Services offered include estate planning, risk management, investment management, retirement planning, and tax planning, all tailored to meet individual needs. As a fee-only registered investment advisor, Perry Investment Management prioritizes clients' interests by refusing commissions and upholding a fiduciary responsibility. With a focus on courtesy, integrity, and realistic financial advice, Perry Investment Management aims to help clients achieve financial freedom and peace of mind. President and Principal Brandon leads the team with years of experience in financial planning and portfolio management, ensuring that clients' financial futures are in capable hands. Committed to professional standards, the firm follows the Code of Ethics set by the Certified Financial Planner Board of Standards, Inc. and the CFA Institute. At Perry Investment Management, the goal is to alleviate financial worries so clients can focus on what truly matters in life.