TOP 30 Wealth management for individuals in Houston, Texas

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At Merrill Lynch Financial Advisor Casey J Gex, located at 800 Capitol Street in Houston, Texas, United States, VMT Wealth Management strives to provide an exceptional client experience in finance. With a focus on wealth planning, strategy, investment management, and service, the institution is dedicated to advancing the best outcomes for its clients. The team at VMT Wealth Management takes a different approach by using an integrated, "teamed" approach with three professionals serving each client, including a financial advisor, relationship manager, and administrative associate. The institution follows a disciplined process of advice and guidance, managing wealth, deploying investment capital, and building diversified portfolios. Recognized on various lists by Forbes and Barron's, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With a focus on personalized plans centered on individual goals, the team is dedicated to helping clients achieve their financial objectives. By staying on track and adapting to changes in life and the financial markets, Merrill Lynch Financial Advisor Casey J Gex aims to help clients reach their goals with personalized and comprehensive financial solutions.

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.

The Mitchell Group is a reputable finance institution located at 712 Main Street in Houston, Texas, United States. With a strong presence in the financial industry, the Mitchell Group offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Mitchell Group is committed to providing personalized and expert financial advice to meet your needs.

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.

Edward Jones - Financial Advisor: Jay Joiner is a reputable finance institution located at 19100 West Lake Houston Parkway in Humble, Texas, United States. Jay Joiner is a highly skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Jay Joiner can provide personalized guidance and expert advice. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jay Joiner is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

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.

Candace McCormack - Financial Advisor, Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue, Houston, Texas, United States, is a finance institution specializing in providing expert financial advice and services. Candace McCormack 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 Candace McCormack's expertise in asset management, financial planning, estate planning, retirement planning, investment management, and more. With a commitment to ethics and ongoing education, Candace McCormack provides comprehensive and personalized financial solutions to clients, including retirees, small business owners, high net worth individuals, and those planning for the future.

Merrill Lynch Financial Advisor Kristin Haynes is a finance institution located at 17225 El Camino Real, Houston, Texas, United States. Kristin Haynes specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Kristin helps clients pursue their financial aspirations through personalized wealth management strategies. Kristin Haynes follows the Merrill tradition of community involvement, volunteering with organizations in the local area. The institution offers a personalized wealth analysis to build a customized plan centered on individual goals. By understanding clients' financial personalities and goals, Kristin designs and implements plans to help manage, grow, and preserve wealth for the future.

Merrill Lynch Financial Advisor Fredrick N Nwosu 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. Our team of experienced professionals avoids risky investments and complex strategies, focusing instead on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, we serve a select group of individuals, including CEOs, entrepreneurs, and executives. We aim to simplify the complexities of our clients' financial lives by providing tailored investment strategies and portfolio management. Our team is supported by the global resources of Merrill Lynch and is committed to building strong client relationships based on trust and personalized service. Meet our dedicated team, including Financial Advisor JJ, who works to educate and assist clients in reaching their financial goals. Lending services are provided through Bank of America, N.A. We also have Sylvia, a dedicated advisor who helps families and business executives prepare for their financial future. Sylvia's mission is to create long-lasting client relationships built on trust and understanding. Our Registered Wealth Management Client Associate, Elena "Kate" Walker, is a world traveler and fluent in Spanish, providing support to both domestic and international clients. Join us at Merrill Lynch Financial Advisor Fredrick N Nwosu to start your journey towards financial success.

Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Jennifer C Nix is dedicated to helping clients develop personalized financial strategies to pursue their long-term goals. Whether you are planning for retirement, saving for a home, or funding your child's education, the institution offers one-on-one guidance to help you manage investment risk and achieve financial success. By understanding your unique goals and priorities, the team at Merrill Lynch works with you to create a customized plan designed to address your financial needs. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution offers a comprehensive approach to wealth management. The advisors at Merrill Lynch have been recognized for their exemplary client service, and are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals and focused on achieving what they want. The institution also offers ongoing support to help clients stay on track and adjust their financial approach as their life and goals change. With a team of talented and experienced individuals, Merrill Lynch Financial Advisor Jennifer C Nix is dedicated to helping clients achieve their financial goals and live their best financial life.

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.

Gazzier Group - Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, is a trusted finance institution that offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on client relationships, the team at Ameriprise Financial helps clients track progress towards their financial goals through regular reviews and updates. The institution was recognized as one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily, showcasing their commitment to exceptional client service. Clients can access their investments and accounts securely from any device, allowing for easy tracking of progress. Those interested in learning more about how Ameriprise Financial can help achieve their financial goals can schedule a complimentary initial consultation. Please visit FINRA's BrokerCheck website for background and qualification information.

Merrill Lynch Financial Advisor Matthew C Jewell is a trusted finance institution located at 800 Capitol Street, 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 over $3 billion in client assets, their team of experienced professionals serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. Their personalized approach focuses on avoiding risky investments and complex strategies, instead combining world-class resources with informed support. They offer banking services through Bank of America, N.A. and believe in helping clients make investment decisions that align with their personal goals.

Merrill Lynch Financial Advisor Madison Spahr is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they focus on providing straightforward guidance and prudent choices to build lasting wealth for their clients. With over 210 years of collective industry experience and managing over 3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support, strategic asset allocation, and a focus on diversification to help clients achieve their financial goals. Meetings are held regularly to review performance and make adjustments as needed. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works with clients to create wealth management plans tailored to their goals. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures, taking the time to understand their needs and values. Registered Wealth Management Client Associate Kate has been with Merrill Lynch since 2017, bringing a wealth of experience working with domestic and international clients. They offer banking services through Bank of America, N.A., and lending services to help clients achieve their financial goals.

Allen Baker - Financial Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, is a finance institution offering a wide range of financial services. Allen Baker holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Allen Baker is dedicated to helping individuals achieve their financial goals. Additionally, Allen Baker is a Certified Divorce Financial Analyst and a Certified Fund Specialist, demonstrating his specialization in financial planning for specific situations. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Allen Baker is a trusted advisor with the qualifications to guide you towards financial success.

Merrill Lynch Financial Advisor Micheal A Fisher, located at 17225 El Camino Real, Houston, Texas, United States, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, Merrill Lynch is supported by the global resources of Merrill, with a team of talented individuals committed to building strong client relationships based on trust and personalized service. With a focus on understanding your full financial picture and goals, Micheal A Fisher can help create a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. The institution believes in a dynamic wealth management process, working with clients to develop personalized plans that reflect their investment personality and life priorities.

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.

or solicitation for the purchase or sale of any security or investment strategy. Clients should consult their financial advisor for individualized advice tailored to their specific situation. Merrill Lynch Financial Advisor Bryan D Goodwin, located at 800 Capitol Street, Houston, Texas, United States, is a reputable finance institution dedicated to building strong relationships with clients. With a team of experienced professionals supported by the global resources of Merrill, they provide personalized service to help clients make important financial decisions.

Merrill Lynch Financial Advisor Mark B Gladstein, located at 800 Capitol Street in Houston, Texas, is a renowned finance institution with a team of talented and experienced individuals committed to providing exemplary client service. With accolades such as being named in Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors," their team sets the standard for personalized and trustworthy financial advice. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and tailored service. They offer personalized financial approaches to help clients reach their goals, whether it's planning for retirement, saving for a home, or funding a child's education. The institution believes in helping clients make investment decisions that align with their values and aspirations.

Bank of America Private Client Advisor Samantha A Kennedy, located at 800 Capitol Street in Houston, Texas, is a finance institution that provides personalized advice and guidance to ultra-high-net-worth families and nonprofit institutions. Samantha Kennedy, a Managing Director with Bank of America Private Bank, leads a team of specialists who offer services in wealth structuring, investment management, asset financing, banking, philanthropy, and nonprofit advisory. With over 20 years of experience in the industry, Samantha is dedicated to the long-term well-being of her clients, working towards their financial objectives with strategic planning and expertise. She is actively involved in various nonprofits in the Houston area, demonstrating her commitment to giving back to the community. The institution focuses on building strong client relationships based on trust and personal experience, aiming to meet the needs and goals of individuals, families, businesses, and institutions. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial goals. They prioritize innovation and adaptability in today's evolving financial landscape, providing clients with disciplined strategies and solutions for wealth management. Important information about the institution's services, privacy policies, and risk factors is provided on their website. Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions.

David Moss is a Financial Advisor at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue, Houston, Texas, United States. David Moss holds several 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®. These certifications demonstrate David Moss's expertise in various financial planning areas including asset management, retirement planning, estate planning, investment management, risk management, and insurance products. David Moss is committed to providing comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Contact David Moss for expert financial advice and planning tailored to your specific needs.

Stender Financial is a reputable finance institution located at 17225 El Camino Real in Houston, Texas, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Stender Financial is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.

Merrill Lynch Financial Advisor Michael Larry Landolt is a reputable finance institution located at 17225 El Camino Real in Houston, Texas, United States. Specializing in providing expert financial advice and services, Michael Larry Landolt and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Merrill Lynch Financial Advisor Michael Larry Landolt is committed to providing top-notch service and guidance to individuals and businesses alike. Trust in Michael Larry Landolt for all your financial needs.

Salient is a leading finance institution located at 4265 San Felipe Street in Houston, Texas. Known for its expertise in investment management and financial services, Salient offers a wide range of solutions to meet the diverse needs of its clients. With a strong focus on delivering exceptional results and personalized service, Salient is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, Salient has the knowledge and experience to guide you towards financial success. Visit us today to learn more about how we can help you secure your future.

Crockett and Sons is a renowned accounting and finance institution located at 3880 Greenhouse Road in Houston, Texas, United States. With a strong reputation for excellence in financial services, Crockett and Sons offers a wide range of accounting and financial solutions for individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch expertise and personalized service to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Crockett and Sons is the go-to institution for all your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 14526 A Memorial Drive in Houston, Texas, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses seeking assistance with their financial matters. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial well-being. Whether you need assistance with tax filing, financial planning, or other accounting services, H&R Block is here to help you achieve your financial goals.

Advanced Business & Tax Services is a leading accounting and finance institution located at 3100 South Gessner Road in Houston, Texas, United States. With a team of experienced professionals, we offer a wide range of services to help businesses and individuals manage their financial affairs efficiently. Our services include tax preparation, bookkeeping, payroll management, financial planning, and more. Trust us to provide top-notch financial solutions tailored to your specific needs.

H&R Block is a renowned accounting and finance institution located at 8150 Kirby Drive in Houston, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial services, H&R Block is dedicated to providing expert advice and support to help you achieve your financial goals. Visit us today to learn more about how we can help you manage your finances effectively.