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Price & Associates

Merrill Lynch Wealth Management

286 Grand Avenue

Suite 200

Southlake, TX 76092

(817) 410.4940

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To help you plan for the retirement you’ve always envisioned, your Merrill team will work together with you to help you understand your unique priorities and full financial picture.

Price & Associates

Merrill Lynch Wealth Management

WelcomeRecognitionEventsMeet Our TeamInsightsAbout Merrill

Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition

Jeffery Price

Managing Director, Wealth Management Advisor

Barron's "America's Top 1200 Financial Advisors State-by-State", 2013-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Show More Recognitions

Barron's "America's Top 1200 Financial Advisors State-by-State", 2013-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "America"s Top Wealth Advisors", 2021-2023

(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)

Show more recognition

Jeffery Price

Managing Director, Wealth Management Advisor

Barron's "America's Top 1200 Financial Advisors State-by-State", 2013-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Show More Recognitions

Barron's "America's Top 1200 Financial Advisors State-by-State", 2013-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "America"s Top Wealth Advisors", 2021-2023

(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)

Trenton Owens

First Vice President, Senior Financial Advisor

Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2023

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Price & Associates

Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2023

(Published annually in November. Rankings based on data as of September 30 of current year.)

Click here to learn more about advisor recognitions

Wednesday, May 8th 2024| 8:00 AM

Price & Associates Market Update

Please join us for our upcoming market update. The call will be held at 8am CT on Thursday. We will provide this update on a muted line and will not be taking live questions due to privacy restrictions.

Thursday, May 9th 2024| 12:00 PM

Price & Associates Market Update

Please join us for our upcoming market update. The call will be held at 12pm CT on Friday. We will provide this update on a muted line and will not be taking live questions due to privacy restrictions.

Meet Our Team

Jeffery Price,

CPFA™

Managing Director, Wealth Management Advisor

817.410.4940

Trenton Owens,

CPFA™

First Vice President, Senior Financial Advisor

817.410.4934

Connor Price

Assistant Vice President, Financial Advisor

817.410.4943

Jeffrey O Cunningham,

CPFA™

Assistant Vice President, Wealth Management Specialist

817.410.4932

Brian Roome,

CFP®

Senior Relationship Manager

817.410.4951

Z Clay Hancock,

CFA®,CRPC™

Vice President, Senior Investment Manager

817.410.3816

Jeff Jackson,

CPFA™

Assistant Vice President, Wealth Management Specialist

817.410.4946

Joseph A. Nappi

Wealth Management Specialist

817.410.3827

Diane R Giza,

CRPC™

Vice President, Senior Business Manager

817.410.4930

Haley King

Officer, Registered Wealth Management Client Associate

817.410.3822

Gemma Sterns

Officer, Wealth Management Client Associate

817.410.3817

Elizabeth Yates

Wealth Management Client Associate

817.410.4952

Ryan Majors

Officer, Registered Wealth Management Client Associate

817.410.3806

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Lisa C. Gratz

Wealth Management Lending Officer

NMLS #536196

Daniel Scalley

Wealth Strategies Advisor

Marcela Torres

Wealth Management Banking Specialist

Insights

Market briefs

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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

It starts with you

Helping to make your goals a reality

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