Sean Gentry is a Managing Director, Wealth Management Advisor and senior partner of Gentry, Masters & Associates, a distinguished wealth management team based in Houston, Texas. Gentry, Masters and Associates was recently named to the 2024 Forbes "Best-in-State Wealth Advisor Teams" list, published January 9, 2024. Rankings Based on data as of March 31, 2023. Sean began his Merrill career in 2007 and has garnered national recognition as a leading Financial Advisor. Named to the Forbes “Best-in-State Wealth Advisors” list in 2021 and 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).* Forbes Top Next-Gen Wealth Advisors 2020 (Published on July 22, 2020. Rankings based on data as of March 31, 2020), Forbes Best-in-State Next-Generation Wealth Advisors 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019), invited to the Barron’s Top Advisor Summit in 2018 and is regularly invited to Merrill’s Top Advisor Summits.*  In addition, Gentry, Masters & Associates was also invited to the 2019 Barron's Teams Summit, an invitation only event for the nation's top financial advisory teams.

Gentry, Masters & Associates has distinguished itself by providing customized advice and guidance to a select group of business owners, corporate executives, and affluent families - helping them streamline the complexities and capitalize on the opportunities of substantial wealth.

Our Team believes significant wealth requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.

We are a close-knit team that have been entrusted with over $1 billion in assets, as of June 2023. We are relentless in our focus and risk-adjusted performance relative to a client's long-term goals. We bring compassion, warmth, and coordination to clients' wealth management that we feel is distinctive.

Sean graduated from the University of Arkansas (Walton School of Business) with a BBA in Finance and Real Estate. He is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Sean is married and has one daughter and one son. In his free time, he enjoys spending time with his family, playing golf, and hunting.

 
*2024 Forbes "Best-in-State Wealth Management Teams " list.  Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. ​

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 22, 2020. Rankings based on data as of March 31, 2020.

Data provided by SHOOK™ Research, LLC. SHOOK considered advisors born in 1981 or later with a minimum of four years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

Jeff Masters is a Wealth Management Advisor, Senior Vice President and a partner on the Gentry, Masters & Associates Wealth Management Team within Merrill Lynch Wealth Management. Jeff joined the company in 2012 and brings the power of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank together for our valued clients.

As a Wealth Management Advisor Jeff assists clients by helping them manage their individual wealth to meet their individual needs. Jeff focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.

Jeff is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, Jeff is a CPWA® certificant, a designation awarded by the Investments & Wealth Institute. Jeff graduated from Texas Christian University in 2009 and attended Southern Methodist University for the educational component of his CFP® certification. He is an Ironman Triathlete and enjoys cycling, golfing, and skiing. He is married to his wonderful wife, Katie, who is a STEM teacher at River Oaks Baptist School. They have an incredible son, Jagger, and an amazing daughter, Juniper.

Sonya has been with Merrill Lynch Wealth Management for 32 years and holds the Series 7 and 66 FINRA registrations. She is dedicated to developing and maintaining client relationships and effectively solving their financial needs. Sonya has been recognized for her work in the firm for helping to provide best in client service.

Sonya is happily married and has two adult children and has a passion for raising animals in need.