Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Kristen joined Merrill Lynch Wealth Management as a member of The Hanshaw Group, a team with over thirty years of experience, in 2011. Her focus is on providing premier customer service and extensive financial resources to assist high-net-worth individuals and families in attaining their personal and financial goals. In enforcing a tracking strategy, she maintains consistent communication with clients in order to fully equip them with the right portfolio and to revise or adjust accordingly. Her goal is to provide a trusted relationship and to be an important and reliable component to the investor.
Kristen strives to offer individuals and families a stress-reduced pathway to finances. In doing so, her proactive approach helps her to relate to clients on a closer level. With such a large amount of investment choices, she makes it her responsibility to simplify these many options in order to find what is most suitable for each individual client.
Born and raised in Houston, Kristen is a proud Aggie. She holds a Bachelor of Arts in Spanish and a minor in Business from Texas A&M University.|To learn more about how Merrill is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Star of Hope, Houston Livestock Show and Rodeo . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Texas AandM University System
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically 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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.