Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Kristen joined Merrill Lynch 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 monitoring 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 Lynch 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
Learn more about the highly engaging podcast series from Merrill Lynch
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.