Fenz Abalos Group

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Fenz Abalos Group
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713.840.5981
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  - Fenz Abalos Group
    Williams Tower
    2800 Post Oak Blvd.
    Suite 2200
    Houston, TX 77056
  - 713.840.5981
    
    darren_fenz@ml.com
    Visit our page

Now’s the time to have the bull at your back, with Merrill.

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Now’s the time to have the bull at your back, with Merrill.

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Fenz Abalos Group

Phone

713.840.5981

Address

Williams Tower
2800 Post Oak Blvd.
Suite 2200
Houston, TX 77056

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

"For more than 20 years, clients have relied on our wealth management advisors for fresh thinking, practical ideas and an understanding of where you want your wealth to take you and your family. Our learning evolves as your dreams and aspirations change over time. Our ideas and recommendations are tailored to you and no one else. We offer advice and guidance designed to help you use your wealth thoughtfully and skillfully, to help you pursue your dreams."

Frank J. Mirabella Jr.

Senior Consultant

Fenz Abalos Group

A natural resource for your wealth

Some of America's foremost energy and business professionals seek us out to help them design their portfolios and overall financial picture. When you consider what it takes to build and pass on significant, dynamic wealth, it's no surprise these clients need a different perspective, one that can adapt to the demands they place on themselves, their outlook and their resources.

Our wealth management advisors have years of experience helping bring greater structure, clarity and efficiency to key aspects of clients' financial lives. What's more, our advice, guidance and services are backed by the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America.

Exploring the possibilities of tomorrow

We think you'll find one of the strengths our team offers is helping you define and sharpen your vision of what you want your life—and lifestyle—to look like over the next 5, 10, even 20 or more years. Based on your individual goals, we help you create a blueprint for your wealth, one that details how your assets, income, insurance, spending and borrowing can all work together to support your objectives. This approach helps our team to make targeted recommendations on your short- and long-term investments, business interests and retirement and legacy planning strategies.

Strategies for the most sophisticated needs

If you're like most of the clients that we serve, your resources give you the power and the privilege to choose the kind of lifestyle you want—on your terms, on your timetable. We offer financial and wealth strategies designed to help you actively pursue your goals.

Retirement outlook. Together with your outside tax and legal advisors, we can offer guidance on tax-minimization strategies to help structure your wealth in the stages leading up to retirement.

Monetizing equity compensation. For many clients, smart management of their employer stock holdings can be essential to preserving their wealth and fueling their retirement. We will work with you to develop sensible strategies to manage your holdings, based on your risk tolerance, time horizons, objectives, expectations for future growth, liquidity needs and tax considerations.

Wealth transfer services. Working with specialists from Merrill Lynch Wealth Management, and in coordination with your attorneys and accountants, we can help you develop an efficient wealth transfer strategy. We can guide you on trust investments, charitable giving, life insurance and other tactics to help you pass on your wealth the way you want.

A focused relationship built on understanding and shared information

We know that your assets are far more than just numbers on a balance sheet—they represent a certain lifestyle, a vision of the future and a legacy for the next generation. In helping you manage your wealth, we respect the efforts you've put into building affluence, and we work hard to demonstrate our integrity in everything we do.

Client-focused relationships. We're integrally involved in clients' financial lives, understanding their needs and constantly looking at how to exceed their expectations. Our service philosophy is simple: We build relationships, and we get things done.

Open communication. We want clients to speak freely with us. To work effectively on their behalf, we need to know about their assets, their goals, business issues, or impending family changes, retirement or health concerns. At their request, we also communicate with their legal and tax professionals, so that each one's strategy and service is coordinated.

Informed advice and guidance. Our strategies and recommendations are built on careful research, analysis and our understanding of market trends and tactics. We can show you the rationale for each course of action we propose, so you can make an informed decision.

Helping energy professionals power their futures

At The Fenz Abalos Group, we focus on an extraordinary group of clients. They are some of the most dynamic and accomplished leaders in the energy industry and other businesses throughout Texas and across the country. By and large, they have spent lifetimes creating value, opportunity and a different level of affluence.

These clients have demanding goals for their wealth and their lives—and they need wealth management that can keep up with their changing outlook and perspectives. They want guidance from a trusted place, offered by people with the insight and know-how to help create the potential for a brighter tomorrow.

Coupled with the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, our team can offer a degree of advice and guidance, service and experience that we believe few other financial teams can exceed.

While you may know our reputation, once you experience our level of service, we think you'll see why a select group of families and prestigious companies have chosen us—and stay with us.

Welcome
Our Approach
Our Commitment to You
Who We Work With

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Darren C Fenz

Forbes "Best-in-State Wealth Advisors" 2018 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014 - 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2013
Published on February 18, 2013. Rankings based on data as of September 30, 2012.

Joni M Abalos

Forbes "Best-in-State Wealth Advisors" 2018 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2016 - 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "America's Top Women Wealth Advisors" 2017 - 2022
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Click here to learn more about advisor recognitions

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Darren started his financial services career working with corporate retirees in 1994 and joined Merrill Lynch Wealth Management in 1997. He strives to earn clients' trust and offer advice and guidance for their wealth management needs. He focuses on assisting future retirees in addressing company retirement programs during the retirement planning process, and helps active retirees with the daily necessities of customized wealth management. Darren was named to Forbes‘ Best-in-State Wealth Advisors list in 2018, 2019 and 2020 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). Barron's named Darren to its 2014 – 2020 lists of America's Top 1,200 Financial Advisors (Published annually in March. Rankings based on data as of September 30 of prior year), having named him to its Top 1,000 Financial Advisors list in 2012 and 2013 (Published annually in February. Rankings based on data as of September 30 of prior year). Darren holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of the University of Texas at Austin and is also a recipient of the Eagle Scout Award. He and his wife, Cathy, live in Houston with their three children, Catherine, Matthew and Caroline.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in Feb-March. Rankings based on data as of
September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.

*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.

Darren C Fenz, CFP

Managing Director

Wealth Management Advisor

713.840.5981

Joni joined Merrill Lynch Wealth Management in 1992. She focuses on helping families streamline their financial goals and objectives and helps create customized wealth management and financial strategies. She holds the Certified Investment Management Analyst® (CIMA®) designation. Joni was named to Forbes' Best-in-State Wealth Advisors list in 2018, 2019, and 2020 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). Barron's magazine recognized Joni as one of its Top 1,200 Financial Advisors in 2016 - 2020 (Published annually in March. Rankings based on data as of September 30 of prior year). Joni was also named to Forbes’ Top Women Wealth Advisors in 2017, 2018, 2019 and 2020 (Published annually Feb – April. Rankings based on data as of June 30 –September 30 of prior year). She is a member of the Investments & Wealth Institute™ (The Institute), the National Association of Professional Women. She and her husband, Robert, have one son. They reside in Houston.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of
June 30 - September 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: 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 “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 Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of
September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved.

Joni M Abalos, CIMA

Managing Director

Wealth Management Advisor

713.840.5913

Frank has over 45 years of financial services, and joined Merrill in 1992. He brings a significant depth of knowledge and experience to the team and strives to help clients meet their goals, with a focus on estate planning services, income management and investments and retirement strategies.
Barron's named Frank to its "Top 1,200 Financial Advisors: State-by-State" (2014-2016), published annually in February - March. Rankings based on data as of September 30 of the prior year. Barron's also named Frank to its "Top 1,000 Financial Advisors: State-by-State" (2009-2013), published annually in February. Rankings based on data as of September 30 of prior year. Forbes named Frank to its "Best-in-State Wealth Advisors" (2019-2022), published annually Jan- April. Rankings based on data as of June 30 of prior year.
Frank earned a bachelor's degree in accounting from Lamar University and is a Certified Public Accountant (CPA). Frank and his wife Anita, reside in Houston, Texas.

*Frank does not provide tax advice in his current role with Merrill.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.

*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.

Frank J Mirabella

Managing Director

Senior Consultant

713.840.5906

Eric Blaha, AAMS

Vice President

Senior Wealth Planner

713.840.4826

Clinton D Rand, CRPC

Vice President

Senior Wealth Planner

713.840.4804

Shavon Marie Kelley, CRPC

Assistant Vice President

Relationship Manager

713.840.5916

Veronica Hernandez, CRPC

Relationship Manager

713.840.4758

Jenny Pham

Registered Senior Wealth Management Client Associate

713.840.5996

Kimberly Sanders

Registered Wealth Management Client Associate

713.840.5979

Lauren Stanfield

Wealth Management Client Associate

713.840.5962

Leslie C Diaz

Registered Senior Wealth Management Client Associate

713.840.5997

Crystal Stanfield, CPFA

Assistant Vice President

Business Development Specialist

713.840.4800

David Nguyen

Wealth Management Client Associate

713.840.5985

James Miller

Senior Vice President

Senior Financial Advisor

713.840.5918

Leonard J Hopes

Wealth Management Client Associate

713.840.4846

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.

Vishal Parmar

Wealth Management Banking Specialist

Merrill

Dianne Walter

Wealth Strategist

Merrill

Valerie G Tiemann

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #621526

Upcoming Events

Making the Most of Your Retirement

Please call or email to reserve your spot ASAP, Please contact Crystal at 713.840.4800, or email at crystal.stanfield@ml.com

March 29th, 2023|11:30 AM CST

At Merrill, we are here to help you make a thoughtful decisions. That's why we invite you to join us for this informative presentation.

Date, Time & Location:

Wednesday, March 29th, 2023 11:30am

Click Here to RSVP

https://goto.webex.com/goto/onstage/g.php?MTID=e353d830886be3a9db67ca2c83ec2ea9b

To listen to the discussion, you must CALL in using the teleconference details on the WebEx.
Important Lunch Information:

PLEASE REGISTER AS SOON AS POSSIBLE USING THE ABOVE LINK.

Once you are registered, we will send you a $25 UBEREATS food voucher the day before the event. Please note that the voucher will ONLY be valid from 10:00 a.m. to 12:00 p.m. the day of webinar. We HIGHLY recommend that you start ordering your food as soon the time slot opens, so your meal will be delivered in time to enjoy the event.

Past Events

Trusteed IRA Virtual WebEx with The Fenz Abalos Group

Please call or email to reserve your spot ASAP, Please contact Crystal at 713.840.4800, Or email at crystal.stanfield@ml.com

January 25th, 2023|11:30 AM - 12:30 PM CST

At Merrill, we are here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation.

Click Here to RSVP

https://goto.webex.com/goto/onstage/g.php?MTID=e8a0caf9951fa86b3db9f8cea2bef3a59

To listen to the discussion, you must CALL in using the teleconference details on the WebEx.

Important Lunch Information:
PLEASE REGISTER AS SOON AS POSSIBLE USING THE ABOVE LINK.

Once you are registered, we will send you a $25 UBEREATS food voucher the day before the event. Please note that the voucher will ONLY be valid from 10:00 a.m. to 12:00 p.m. the day of webinar. We HIGHLY recommend that you start ordering your food as soon the time slot opens, so your meal will be delivered in time to enjoy the event.

Please feel free to share this invitation with family and friends you think may be interested in this topic.

Trusteed IRA

Please call or email to reserve your spot ASAP, Please contact Crystal at 713.840.4800, Or email at crystal.stanfield@ml.com

October 19th, 2022|11:30 AM - 12:30 PM CST

Trusteed IRAs 07.20.png

Date, Time & Location:
Wednesday, October 19th, 2022 11:30am

Click Here to RSVP
https://goto.webex.com/goto/onstage/g.php?MTID=e165678e08a02c1c9e4e22ef22b4237b5

Important Lunch Information:
PLEASE REGISTER AS SOON AS POSSIBLE USING THE ABOVE LINK.
Once you are registered, we will send you a $25 UBEREATS food voucher the day before the event. Please note that the voucher will ONLY be valid from 10:00 a.m. to 12:00 p.m. the day of webinar. We HIGHLY recommend that you start ordering your food as soon the time slot opens, so your meal will be delivered in time to enjoy the event.

Cyber Crime Detection and Prevention with James Scopis

Please call or email to reserve your spot ASAP, Please contact Crystal at 713.840.4800, Or email at crystal.stanfield@ml.com

October 11th, 2022|11:00 AM - 12:00 PM CST

Cyber crime detection web..png

Date, Time & Location:
Tuesday, October 11th, 2022 11:00am

Click Here to RSVP
https://goto.webex.com/goto/onstage/g.php?MTID=e0f1e287fefb2aed22bbc7e2966c9175f

Please feel free to share this invitation with family and friends you think may be interested in this topic.

Create a plan that is all about you.

Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.

Learn more

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.

Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

Changes in your life
and to your goals

Your life and goals change. As these changes occur, we can update your approach to reflect them.

Transcript of Video

#DigitalMerrill

MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

Your advisor is a click away within our site or mobile apps

You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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Articles

Featured Articles

Market briefs

SECURE Act 2.0 offers powerful new ways to save more for retirement

#WomenInvested Tips

Why Merrill?

As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.

We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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No question too big or moment too small

For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

Fenz Abalos Group

CALL

EMAIL

Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Fenz Abalos Group

Phone

Address

Merrill Lynch Wealth Management

Senior Consultant

Fenz Abalos Group

A natural resource for your wealth

Exploring the possibilities of tomorrow

Strategies for the most sophisticated needs

A focused relationship built on understanding and shared information

Helping energy professionals power their futures

Recognition

Darren C Fenz

Joni M Abalos

Meet the Team

Darren C Fenz, CFP

Joni M Abalos, CIMA

Frank J Mirabella

Eric Blaha, AAMS

Clinton D Rand, CRPC

Shavon Marie Kelley, CRPC

Veronica Hernandez, CRPC

Jenny Pham

Kimberly Sanders

Lauren Stanfield

Leslie C Diaz

Crystal Stanfield, CPFA

David Nguyen

James Miller

Leonard J Hopes

Additional Resources

Vishal Parmar

Dianne Walter

Valerie G Tiemann

Upcoming Events

Making the Most of Your Retirement

Past Events

Trusteed IRA Virtual WebEx with The Fenz Abalos Group

Trusteed IRA

Cyber Crime Detection and Prevention with James Scopis

Washington Update 2022

Making the Most of Your Retirement Assets

Social Security and You: Potential strategies for maximizing benefits

Create a plan that is all about you.

Staying on Track

Reviews to help you stay on track

Changes in your lifeand to your goals

#DigitalMerrill

Let’s Have a Conversation

Articles

Market briefs

SECURE Act 2.0 offers powerful new ways to save more for retirement

#WomenInvested Tips

Why Merrill?

Personalized advice from a dedicated financial advisor.

A comprehensive approach, built around your life’s priorities.

Adjusting your investment approach as your life and the markets change.

Sign Up for Perspectives Monthly E-Newsletter

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Merrill Lynch
Wealth Management

Reviews to help you
stay on track

Changes in your life
and to your goals