TOP 10 Wealth management planning in Houston, Texas

Merrill Lynch Financial Advisor David W Saunders is a finance institution located at 800 Capitol Street, Houston, Texas, United States. Elkins, Utz, Saunders, Brannen & Associates is dedicated to building strong relationships through teamwork and involvement, offering wealth management services and access to global investment capabilities through Merrill and banking services from Bank of America. They prioritize understanding your goals and priorities, providing personalized financial advice and guidance to help you achieve your aspirations. Their Investment Personality Assessment helps tailor financial approaches to suit your preferences and goals. With a focus on building strong client relationships based on trust and personalized service, their team of experienced individuals is committed to helping you pursue your financial goals and manage investment risk. Through regular reviews and adjustments to your financial approach, they aim to keep you on track to achieve what matters most to you. Let Merrill Lynch Financial Advisor David W Saunders help you create a personalized financial plan to reach your goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Barry W Smith III is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At The Smith Wealth Management Group, they offer a distinctive, multi-generational approach to wealth management that is personal, comprehensive, and meaningful. They focus on managing not just your money, but also your decisions around money. The team at The Smith Wealth Management Group works closely with clients to address their specialized financial needs, serving a diverse clientele including active and retired physicians, corporate executives, consultants, and multiple generations of families. They provide planning-based approach, working closely with clients, their spouses, and adult children to optimize tax efficiencies and align financial and tax minimization strategies. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, delivering sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. With a collaborative team approach and personalized service, they aim to provide clients with a unique and tailored financial experience. The team at The Smith Wealth Management Group has extensive knowledge and an uncommon perspective in accounting and institutional investing, offering clients the expertise needed to build and preserve solid, long-lasting wealth. They focus on creating investment strategies that align with clients' personal goals for retirement, ensuring that clients are well-informed and comfortable with their portfolios. The team also places a strong emphasis on tax management, developing strategies for tax minimization, legacy planning, and estate planning to meet clients' current and future needs. Supported by the global resources of Merrill Lynch, the team at The Smith Wealth Management Group is dedicated to building strong client relationships based on trust and personalized service.

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.

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.

The Merrill Lynch Financial Advisor Barry W Smith Jr, located at 800 Capitol Street in Houston, Texas, takes a distinctive, multi-generational approach to wealth management. The Smith Wealth Management Group believes in managing not just your money, but also your decisions around money. They work closely with clients such as active and retired physicians, corporate executives, consultants, and multiple generations of their families to create personalized financial strategies that fit like puzzle pieces. With a focus on planning-based approaches and regular communication with clients, the team at The Smith Wealth Management Group aims to provide sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. Barry Jr's background as a CPA brings a high level of tax awareness to the team, allowing them to identify, optimize, and maintain clients' tax efficiencies. The team collaborates with clients' CPAs and tax attorneys to align financial and tax minimization strategies that benefit generations of families. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, with a focus on understanding each client's unique circumstances, preferences, achievements, and ambitions.

Merrill Lynch Financial Advisor Joe Guillory, located at 800 Capitol Street, Houston, Texas, United States, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as asset allocation, diversification, and rebalancing, with a focus on helping clients achieve their financial goals. The advisors at Merrill Lynch Wealth Management work closely with clients to understand their priorities, goals, and aspirations, providing personalized financial planning and investment strategies. They offer tools such as the Investment Personality Assessment to help tailor financial approaches to individual preferences. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Joe Guillory is committed to helping clients manage, grow, and preserve their wealth for the future. Whether planning for retirement, saving for a home, or passing wealth to future generations, the institution offers personalized plans to help clients pursue their financial goals. The advisors at Merrill Lynch focus on understanding clients' needs and aspirations to provide tailored solutions that can turn goals into reality. With ongoing reviews and adjustments to financial approaches, the team ensures clients stay on track to achieve what's most important to them. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Mindy Yaqi Li is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Mindy Yaqi Li specializes in managing wealth by creating personalized strategies tailored to each client's financial goals and priorities. By offering access to investment insights from Merrill and banking solutions from Bank of America, Mindy helps clients pursue their financial aspirations through thoughtful planning and risk management. Mindy Yaqi Li is dedicated to understanding her clients on a personal level, ensuring that their financial approach aligns with their unique needs and life priorities. By regularly reviewing and adjusting financial plans, Mindy helps clients stay on track towards achieving their goals, no matter how life or the markets may change.

Merrill Lynch Financial Advisor Steven R Ambriz, located at 800 Capitol Street, Houston, Texas, United States, is a trusted institution in the field of finance. With a focus on understanding your unique financial situation and goals, Steven Ambriz can create a personalized wealth management strategy tailored to your needs. By combining the investment insights of Merrill with the banking solutions of Bank of America, he can help you navigate today's changing market conditions. Dedicated to serving the community, Steven Ambriz volunteers his time with local organizations, reflecting Merrill's commitment to community involvement. Through Merrill Personal Wealth Analysis™, he can help you develop a plan centered on your goals and aspirations, providing guidance on managing investment risk and pursuing financial success.

ocated at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Alec M Vicknair offers exceptional financial services through VMT Wealth Management. With a team of dedicated professionals, including a financial advisor, relationship manager, and administrative associate, we provide personalized wealth planning, investment management, and client service. Ranked #1 on the 2022 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists, our team is committed to exceeding client expectations and advancing their financial goals. We believe in a disciplined approach to portfolio management, rooted in techniques used by large institutional investors.

Merrill Lynch Financial Advisor Cameron McLeroy is a finance institution located in Houston, Texas, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. Through conversations, we help identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Our Investment Personality Assessment helps us understand your investing preferences to create a customized financial approach tailored to your needs. With access to Merrill's investment insights and Bank of America's banking solutions, we develop strategies to address your financial goals. We offer personalized plans to help manage, grow, and preserve your wealth while considering your future needs. Our mission is to understand you and your aspirations, designing a plan to help you pursue your financial goals and manage investment risk. We will work with you to develop a personalized plan centered on your goals and what you want to achieve. As your life and goals change, we will help you stay on track to achieve what matters most to you. Let's work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Edward A Walker is a trusted institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Specializing in finance, Edward A Walker has been recognized as one of Forbes' "Best-in-State Wealth Advisors" for multiple years. With a focus on exemplary client service, Edward A Walker has experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or the sale of a business. Additionally, Edward A Walker provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking services. Committed to serving the community, Edward A Walker volunteers with local organizations. The institution offers personalized financial planning through the Merrill Personal Wealth Analysis™, tailored to individual goals. Supported by the global resources of Merrill, the team at Edward A Walker's institution is dedicated to building strong client relationships based on trust and personalized service. With a focus on understanding clients' goals and priorities, Edward A Walker helps clients pursue their aspirations and adapt their financial approach as their life changes. By utilizing the Investment Personality Assessment, Edward A Walker can customize financial strategies to align with clients' investing preferences. With a mission to help clients achieve their financial goals and manage investment risk, Edward A Walker works with clients to develop personalized plans. By staying in touch with clients and adjusting their financial approach as needed, Edward A Walker aims to help clients achieve long-term financial success. Whether planning for retirement, education, or wealth transfer, Edward A Walker provides comprehensive financial solutions to help clients navigate the financial landscape. Registered to do business in multiple states, Edward Walker is a Chartered Retirement Planning Counselor™, offering expertise in retirement planning. Investing involves risk, and past performance does not guarantee future results. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice, recommending clients consult with their own legal and financial professionals. With a focus on personalized service and comprehensive financial solutions, Edward A Walker and Merrill Lynch are dedicated to helping clients pursue 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.

Merrill Lynch Financial Advisor John P Donnelly is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, investment strategies, and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch Wealth Management focus on understanding your goals, priorities, and financial situation to create a customized approach that reflects your unique needs. They believe in helping clients achieve their goals by providing personalized wealth management services and investment insights. With a focus on building strong client relationships and providing personalized advice, Merrill Lynch Financial Advisor John P Donnelly aims to help clients reach their financial goals and navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Ignacio Hawley is a reputable finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. With a focus on providing expert financial advice and services, Merrill Lynch offers personalized solutions to help clients achieve their financial goals. Ignacio Hawley, a dedicated and experienced financial advisor, is committed to helping individuals and businesses make informed decisions about their investments, retirement planning, and wealth management. Visit Merrill Lynch Financial Advisor Ignacio Hawley for professional and reliable financial guidance.

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.

Pendleton Capital Group is a reputable finance institution located at 6815 Northampton Way in Houston, Texas, United States. With a focus on providing tailored financial solutions to individuals and businesses, Pendleton Capital Group offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Pendleton Capital Group is committed to providing personalized and expert advice to help you make informed financial decisions.

Merrill Lynch Financial Advisor Jeffrey D Mccurry, located at 800 Capitol Street in Houston, Texas, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey can help you navigate the ever-changing market conditions and work towards achieving your aspirations. Jeffrey believes in building strong client relationships based on trust and personalized service, and he is dedicated to understanding your individual needs and priorities. By conducting a Merrill Personal Wealth Analysis™, he can create a customized plan focused on what matters most to you and your family.

Dinex is a reputable finance institution located at 2311 Little York Road in Houston, Texas, United States. With a strong track record of providing financial services to individuals and businesses, Dinex is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on offering personalized solutions tailored to meet the unique needs of each client. Visit Dinex today to secure your financial future with confidence.

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.

Greg Eknoyan - UBS Financial Services Inc. is a reputable finance institution located in Houston, Texas, United States. With a focus on providing comprehensive financial services to individuals, families, and businesses, the team at Greg Eknoyan - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the experienced professionals at this institution are committed to delivering personalized services tailored to your unique needs. Visit their office at 4400 Post Oak Parkway to learn more about how Greg Eknoyan - UBS Financial Services Inc. can help you secure your financial future.

WR Anderson & Co is a reputable finance institution located at 2190 North Loop West in Houston, Texas. With a strong presence in the financial industry, WR Anderson & Co offers a wide range of financial services to its clients. Whether you are looking for investment advice, wealth management, or financial planning, the experienced team at WR Anderson & Co is dedicated to helping you achieve your financial goals. Trustworthy and reliable, WR Anderson & Co is committed to providing top-notch service to all of its clients in the United States.

Edward Jones - Financial Advisor: Clint Bussey, AAMS™ is a reputable financial institution located at 1616 Clear Lake City Boulevard in Houston, Texas. As a trusted financial advisor, Clint Bussey, AAMS™ provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or managing your investments, Clint Bussey, AAMS™ is committed to providing expert guidance and support every step of the way.

Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Shawn D Farrokh offers insights, observations, and ideas to help clients pursue their financial goals. With 19 years of experience in the financial services industry, Shawn focuses on serving his clients' needs by providing personalized financial plans. He holds a bachelor's degree in Foreign Language and an MBA in Finance from Saint Joseph's University. Shawn follows the Merrill tradition of community involvement, volunteering with organizations in the area. He believes in building personalized plans centered on clients' goals and priorities. By understanding clients' investment preferences through the Investment Personality Assessment, Shawn customizes financial approaches to help clients pursue what matters most to them.

ocated at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Joel A Johnson offers top-notch financial services through VMT Wealth Management. With a team of three professionals dedicated to each client, including a financial advisor, relationship manager, and administrative associate, they provide personalized wealth planning, investment management, and service. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists in 2022 and 2023, they are committed to exceeding client expectations and focusing on their goals and needs. With a disciplined approach rooted in portfolio management techniques used by large institutional investors, their goal is to help clients pursue their long-term objectives. Recognized by Forbes and Barron's for their exemplary client service, Merrill Lynch Financial Advisor Joel A Johnson is supported by the global resources of Merrill and Bank of America, ensuring personalized and trustworthy financial advice.

Merrill Lynch Financial Advisor Brian F LaRocca, located at 600 Rockmead Drive, Houston, Texas, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian LaRocca can help you navigate today's changing market conditions. As a Wealth Management Client Associate and Resident Director Assistant, Brian LaRocca prioritizes understanding your family, goals, and priorities to create a customized financial approach. By participating in the Merrill tradition of community service, he builds strong client relationships based on trust and personalized service.

Edward Jones - Financial Advisor: Garth T Hentges is a reputable finance institution located at 13129 West Lake Houston Parkway in Houston, Texas, United States. As a trusted financial advisor, Garth T Hentges provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Garth T Hentges is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Barclay Financial Services is a reputable finance institution located at 3355 West Alabama Street in Houston, Texas, United States. With a strong focus on providing top-notch financial solutions and services to clients, Barclay Financial Services is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals and secure their financial future. Visit Barclay Financial Services today to experience excellence in finance.

Merrill Lynch Financial Advisor Richard Precious is a finance institution located at 800 Capitol Street, Houston, Texas, United States. The institution offers insights, observations, and ideas to help individuals pursue their financial goals. With a deep understanding of each client's full financial picture, personalized strategies are created to adapt to changing market conditions. Merrill Lynch Financial Advisor Richard Precious provides access to investment insights from Merrill and banking solutions from Bank of America. The institution is committed to participating in the community by volunteering with local organizations. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on individual goals. The institution focuses on the client's family, goals, and priorities, and emphasizes the importance of ongoing conversations to address changing needs and goals. By utilizing the Investment Personality Assessment, Merrill Lynch Financial Advisor Richard Precious can customize financial approaches to align with each client's investing preferences. The institution offers tools to help clients track changes in their lives and adjust their financial approach accordingly. The goal is to help clients manage, grow, and preserve their wealth while pursuing their financial needs. Merrill Lynch Financial Advisor Richard Precious works closely with clients to design and implement personalized plans to help achieve financial goals and manage investment risk. Regular check-ins are conducted to review progress and make any necessary adjustments. The institution prioritizes building a dedicated one-on-one relationship with clients to provide personalized investment strategies and comprehensive financial solutions. Richard Precious is registered to do business in several states and holds certifications in retirement planning and sports & entertainment wealth management. The institution emphasizes the importance of understanding each client's unique needs, priorities, and financial situation to design an approach that reflects their individual circumstances. Clients can expect the latest investment insights, tips, and strategies to help them live their best financial life.

Merrill Lynch Financial Advisor JJ DeForest is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support with world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets, they serve CEOs, entrepreneurs, and executives. The team at TSPN Wealth Management Group helps clients simplify their financial lives through strategic asset allocation and portfolio diversification. They offer banking services through Bank of America, N.A. Meetings are held to review investment performance and adjust strategies as needed. JJ DeForest, a Financial Advisor with Merrill Lynch, works to educate clients on reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client. Sylvia, another Financial Advisor, helps families and business executives prepare for their financial future by understanding their needs and aspirations. Registered Wealth Management Client Associate Elena “Kate” Walker, fluent in Spanish, has been with Merrill Lynch since 2017 and assists domestic and international clients. The team is dedicated to building strong client relationships based on trust and personalized service.