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TOP 30 Wealth transfer planning in Texas
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Merrill Lynch Financial Advisor Anna M. Femat
The Merrill Lynch Financial Advisor Anna M. Femat institution, located at 1803 Broadway in San Antonio, Texas, offers personalized financial strategies to help clients pursue their goals. With over 50 years of experience, The Collins Whitehurst Femat Group is a dedicated wealth management team that values strong client relationships and family values. Their mission is to exceed expectations through outstanding customer service, comprehensive financial planning, and proactive communication. The team at Merrill Lynch takes a holistic approach to financial management, considering all aspects of a client's financial life including investing, retirement planning, wealth transfer, estate planning, and insurance services. They strive to build long-lasting client relationships based on trust and discretion, providing guidance and support during both good and tough times.
Merrill Lynch Financial Advisor Michael D Whitehurst
Merrill Lynch Financial Advisor Michael D Whitehurst is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. With a planning approach that is personalized to help clients pursue their financial goals, the Collins Whitehurst Femat Group has been providing wealth management services for over 50 years. The team values strong client relationships and offers thoughtful advice and guidance on various aspects of financial planning, including investing, retirement income planning, wealth transfer, estate planning, and life insurance. The institution aims to exceed client expectations through outstanding customer service and informed recommendations. They strive to build long-lasting client relationships based on trust and discretion, offering proactive communication and serving as financial collaborators for clients and their families. The team is dedicated to helping clients navigate life's twists and turns by developing comprehensive wealth management strategies tailored to individual goals.
Merrill Lynch Financial Advisor Andrea Arechandieta
Located at 1803 Broadway in San Antonio, Texas, Merrill Lynch Financial Advisor Andrea Arechandieta provides personalized wealth management services with the support of the global resources of Merrill. Our team is dedicated to building strong client relationships based on trust and personalized service. We take the time to understand each client's unique circumstances, goals, and priorities, recognizing that they may change over time. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, we see ourselves as financial allies for each succeeding generation.
Merrill Lynch Financial Advisor Newlin E Lancaster
Located at 1803 Broadway in San Antonio, Texas, Merrill Lynch Financial Advisor Newlin E Lancaster provides personalized wealth management services with the support of the global resources of Merrill. Our team is dedicated to building strong client relationships based on trust and personalized service. We take the time to understand each client's unique circumstances, goals, and priorities, recognizing that they may change over time. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, we see ourselves as financial allies for each succeeding generation.
Merrill Lynch Financial Advisor Thomas A Immenschuh
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.
Merrill Lynch Financial Advisor Carrie E Short
Merrill Lynch Financial Advisor Carrie E Short is a finance institution located at 15375 Memorial Drive, Houston, Texas, United States. The RG Group, which oversees the institution, values teamwork and involvement to deliver financial advice and guidance through their advisors and wealth management client associates. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, they strive to be your primary source for financial planning. The institution's mission is to understand your financial goals and aspirations, designing personalized plans to help you manage investment risk and pursue your financial objectives. They focus on creating solutions that turn your goals into reality, considering factors such as future healthcare expenses, college savings, business transactions, and wealth transfer to future generations. The institution utilizes the Investment Personality Assessment to customize financial approaches that align with your investment preferences and life priorities. With a commitment to placing customer interests first, they offer services to address a wide range of financial challenges. As part of the Forbes “Best-in-State Wealth Management Teams” list, the dedicated team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. They offer personalized financial strategies, professional management, and consistent advice to help you achieve your long-term financial objectives. By staying updated on changes in your life and revisiting your financial approach, they aim to keep you on track towards reaching your goals. With a focus on understanding what matters most to you, they work together with you to create a financial approach that reflects your personality and priorities. Let Merrill Lynch Financial Advisor Carrie E Short help you achieve your financial goals and live your best financial life.
Merrill Lynch Financial Advisor David A Gura
Merrill Lynch Financial Advisor David A Gura is a Wealth Management Advisor located at 13135 Dairy Ashford Road, Suite 450, Sugar Land, Texas. With over 20 years of experience in the financial industry, David works closely with a limited number of individuals to help them achieve their financial goals through personalized advice and specialized investment services. As a Certified Financial Planner (CFP®), David is dedicated to building strong client relationships based on trust and personalized service. Whether you are focused on growing, preserving, or transferring wealth, David and his team are committed to helping you address your financial goals at every stage of your life. With access to the global resources of Merrill, they offer a range of capabilities including retirement income planning, wealth transfer solutions, trust and estate planning services, and philanthropic solutions through Bank of America. By understanding your goals, priorities, and investment style, David creates a personalized financial strategy to help you pursue what matters most to you. With regular check-ins and adjustments to your plan as needed, David ensures that you stay on track to achieve your goals. Contact Merrill Lynch Financial Advisor David A Gura today to start building a customized investment approach tailored to your needs and aspirations.
Hany H Ahmad - Financial Advisor, Ameriprise Financial Services, LLC
Hany H Ahmad is a financial advisor at Ameriprise Financial Services, LLC located at 757 North Eldridge Parkway, Houston, Texas, United States. Hany holds various certifications such as 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 Hany's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. Hany is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you are looking for investment opportunities, insurance products, estate planning services, or guidance on financial and medical end-of-life needs, Hany H Ahmad is committed to helping you achieve your financial goals.
Brian Monk, Principal - Monk Financial Strategies Group, LLC
Brian Monk, Principal of Monk Financial Strategies Group, LLC, located at 13135 Dairy Ashford Road in Sugar Land, Texas, specializes in providing customized financial solutions to meet the needs of clients. As a financial advisor for Eagle Strategies, a subsidiary of New York Life, Brian offers a range of services including life insurance, long-term care, disability insurance, annuities, and investments. The institution offers permanent policies with guaranteed death benefits and cash value that grows over time, long-term coverage that can be tailored to fit your needs and budget, and the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan.
Merrill Lynch Financial Advisor Neil Anthony Puskorius
Merrill Lynch Financial Advisor Neil Anthony Puskorius is a finance institution located at 5775 North Sam Houston Parkway West in Houston, Texas, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on your family, goals, and priorities, adapting to changes over the years. Through conversations, they help identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. With the Investment Personality Assessment, they tailor a financial approach to suit your preferences and goals. The mission is to understand what matters most to you and help you achieve your financial goals while managing investment risk. By staying informed, revisiting your financial approach, and updating as needed, they ensure you stay on track. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and build a customized investment approach to reach your goals.
Merrill Lynch Financial Advisor Brian D Kingshill
Merrill Lynch Financial Advisor Brian D Kingshill is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. The Kingshill Group aims to provide exceptional client experiences in wealth planning, investment management, and service. They understand the complexities and challenges families face in a constantly evolving financial world and strive to bring clarity and structure to managing financial aspects of life. The institution offers services such as assessing saving goals, retirement planning, and wealth transfer strategies. The team, supported by Merrill Lynch Wealth Management and Bank of America, is dedicated to helping clients achieve their financial goals through personalized approaches. They believe in building strong client relationships based on trust and personalized service. The institution has been recognized for exemplary client service by Forbes and offers personalized financial planning through Merrill Personal Wealth Analysis™. The advisors at Merrill Lynch put clients first and work to help them stay on track to achieve their goals. They offer investment insights, tips, and strategies to help clients live their best financial lives. It is important to note that investing involves risks and clients should consult their legal and tax advisors before making any financial decisions. The institution offers a range of brokerage, investment advisory, and other services to cater to the individual needs of clients.
Brockman & Associates
Brockman & Associates is a finance and insurance agency located in The Woodlands, Texas. Our founder, Ben, serves as the Wealth Advisor for our clients, guiding them in making wise financial decisions. We offer services in cash flow/retirement planning, investment planning, college education planning, estate & wealth transfer planning, and family & business succession planning. Our team is dedicated to providing the best service experience for our clients. Emilee provides support in client service and administrative tasks, while Josh brings years of experience as a Senior Financial Analyst. Allison plays a vital role in our marketing and branding efforts.
Ann Hundl - Financial Advisor, Ameriprise Financial Services, LLC
Ann Hundl is a financial advisor at Ameriprise Financial Services, LLC located at 3200 Southwest Freeway, Houston, Texas, United States. She holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, wealth transfers, retirement planning, and fiduciary practices. Ann Hundl specializes in providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping her clients make informed decisions and achieve their financial goals.
Merrill Lynch Financial Advisor Ning Kang
Merrill Lynch Financial Advisor Ning Kang is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. We pride ourselves on simplifying our clients' financial lives and discussing complex transactions in plain language. Our team understands the challenges and aspirations of business owners and c-suite executives and utilizes extensive knowledge in investment banking, commercial banking, liquidity event strategy, and wealth management to design cohesive offerings. We offer services in investment management, credit and lending, trust and estate planning, and business succession planning. As part of Bank of America, we provide access to a full range of traditional personal banking services. Our areas of focus include long-term financial strategies, equity compensation management, college education planning, wealth transfer strategies, and more. We believe in creating personalized financial plans that help clients pursue their goals and secure their financial future. Our team is dedicated to building strong client relationships based on trust and personalized service. Let us help you achieve your financial goals and navigate the complexities of the financial markets.
Merrill Lynch Financial Advisor Barry W Smith III
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 Barry W Smith Jr
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 Cameron McLeroy
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
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 William W Bertron
Merrill Lynch Financial Advisor William W Bertron is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. As Merrill advisors, they provide personalized financial strategies tailored to individual needs, considering risk tolerance, time horizon, and liquidity needs. They prioritize goals that matter most to clients, whether it's wealth transfer, pursuing passions, or planning for the future. Through the Investment Personality Assessment, they gain insights into clients' investing preferences to customize financial approaches. They offer personalized plans to manage, grow, and preserve wealth, with access to investment insights and banking solutions from Bank of America. The team is dedicated to building strong client relationships based on trust and personalized service. They offer ongoing support to help clients stay on track towards their financial goals, adapting to changes in life and the markets. Merrill Lynch Wealth Management Advisors provide customized investment approaches to address individual needs and pursue goals. With a focus on personalized strategies and comprehensive financial solutions, they aim to help clients achieve their financial aspirations.
Merrill Lynch Financial Advisor Erik G Kingshill
Merrill Lynch Financial Advisor Erik G Kingshill is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. The Kingshill Group aims to provide exceptional client experiences in wealth planning, investment management, and service. They understand the complexities and challenges facing families in an ever-evolving financial world. The institution is dedicated to helping clients through various stages of their financial lives, offering services such as saving goals assessment, retirement planning, and wealth transfer strategies. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and access to comprehensive financial solutions from Bank of America. By getting to know each client personally, they can create a financial approach that reflects individual needs and priorities. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals. With certifications from reputable organizations such as the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning Institutes Corp., clients can trust in the expertise and professionalism of Merrill Lynch Financial Advisor Erik G Kingshill.
Merrill Lynch Financial Advisor Penny N Rozelle
Merrill Lynch Financial Advisor Penny N Rozelle is a finance institution located at 800 Capitol Street, Houston, Texas, United States. The institution takes pride in their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in providing exemplary client service and have been featured in publications such as Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors". The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer services such as asset allocation, diversification, and rebalancing to help clients pursue their financial goals. The advisors at Merrill Lynch Wealth Management focus on understanding what matters most to their clients, whether it's transferring wealth, saving for a home, or planning for retirement. They use tools such as the Investment Personality Assessment to customize financial approaches and help clients achieve their goals. The Gladstein Levitt Rozelle Spence Group provides wealth planning and investment management services tailored to each client's unique circumstances and aspirations. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on clients' goals. The advisors at Merrill Lynch are dedicated to helping clients navigate the complexities of their financial lives and stay on track to achieve their goals. With personalized investment strategies and access to comprehensive financial solutions from Bank of America, clients can feel confident in their financial future.
Randy Head - Raymond James
Randy Head - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas, United States. With a focus on providing personalized financial services, Randy Head - Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their experienced team of professionals is dedicated to delivering top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Randy Head - Raymond James is committed to helping you secure a stable financial future.
Ron Ernst - Associate Financial Advisor, Ameriprise Financial Services, LLC
Ron Ernst, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 606 Main Street in Buda, Texas, is dedicated to providing personalized financial advice and investment solutions to help clients achieve their financial goals. Ameriprise has been recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek. Whether you are saving for a major purchase or planning for retirement, Ron Ernst can assist you in creating a sound financial strategy tailored to your needs. With a focus on tracking your progress and adjusting to life's changes, he can help you navigate the complexities of estate planning and wealth transfer to the next generation.
Merrill Lynch Financial Advisor Samuel Showery
Merrill Lynch Financial Advisor Samuel Showery, located at 3700 North Capital of Texas Highway in Austin, Texas, is dedicated to helping you manage your wealth with a personalized approach tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Samuel Showery can assist you in creating a flexible strategy that adapts to changing market conditions. At Merrill Lynch Wealth Management, your financial advisor prioritizes understanding your family, goals, and priorities to create a plan that evolves as your life changes. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Samuel Showery can help you develop a personalized financial approach that aligns with your values and aspirations.
Rebecca Robinson - Financial Advisor, Ameriprise Financial Services, LLC
Rebecca Robinson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2851 Joe Dimaggio Boulevard, Round Rock, Texas, United States. Rebecca Robinson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, wealth transfers, estate planning, and fiduciary practices. She also specializes in retirement planning, investment strategies, and financial planning for retirees, small business owners, and high net worth clients. With a commitment to ethical standards and continuous education, Rebecca Robinson provides comprehensive financial advice to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Becca Hoffer Brocato
Merrill Lynch Financial Advisor Becca Hoffer Brocato is a finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy that reflects your unique needs and life plan. Whether you are looking to grow, preserve, or transfer wealth, the team is committed to helping you achieve your financial goals at every stage of life. By collaborating with you and gaining a comprehensive understanding of your goals and values, they can create a personalized plan to help you pursue your aspirations. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you navigate the financial complexities of life and build a customized investment approach to address your needs and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. Let Merrill Lynch Financial Advisor Becca Hoffer Brocato help you achieve your financial goals and live your best financial life.
Merrill Lynch Financial Advisor Troy L Johnson
Merrill Lynch Financial Advisor Troy L Johnson is a finance institution located at 501 South Austin Avenue, Georgetown, Texas, United States. The team at Johnson-Sandlin & Associates believes in building strong client relationships through teamwork and client involvement. They provide personalized service and care to help clients achieve their financial goals, especially in planning for retirement. The advisors, client associates, and specialists work together to develop customized retirement strategies that take into account each client's unique goals and financial situation. With a focus on wealth management, the team helps clients identify and define their goals, creating personalized investment strategies tailored to their individual needs. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. By understanding what matters most to each client, they can create flexible financial strategies to navigate changing market conditions and pursue their goals. The team also offers access to the investment insights of Merrill and the banking solutions of Bank of America to help clients achieve their financial objectives. Whether clients are focused on growing, preserving, or transferring wealth, the team is committed to helping them address their financial goals at every stage of life.
Terry Lee - Financial Advisor, Ameriprise Financial Services, LLC
Terry Lee - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10415 Morado Circle, Austin, Texas, United States. Terry Lee holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, wealth transfers, estate planning, fiduciary practices, and investment management. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive financial planning, Terry Lee is dedicated to helping clients achieve their financial goals.
James Landrum - Financial Advisor, Ameriprise Financial Services, LLC
James Landrum is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 West 6th Street, Austin, Texas, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, James Landrum is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, investment strategies, and retirement planning, James Landrum offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking for assistance with wealth transfers, federal taxation, or retirement planning, James Landrum has the knowledge and expertise to help you navigate complex financial decisions. Contact James Landrum today to schedule a consultation and take the first step towards securing your financial future.
Larry Padron - Branch Manager, Ameriprise Financial Services, LLC
Larry Padron is the Branch Manager at Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway in Austin, Texas, United States. The institution offers a range of financial services and is dedicated to helping individuals meet their investment goals. Larry Padron holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Additionally, Larry Padron is committed to providing specialized financial advice to clients with unique needs, such as those in domestic partnerships, seniors, and individuals going through divorce. With a focus on education and support, Larry Padron and his team strive to help clients achieve their financial goals and secure their financial future.
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