Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Pablo L. Munoz, CFP®, CPFA®, CRPC®
Vice President
Wealth Management Advisor
Retirement Benefits Consultant
Portfolio Manager
Pablo and his team adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. Before any financial decisions are made, we consider your entire life, taking the time to fully understand who you are and what matters most to you. With this intimate knowledge about what you value most, the team is able to help you establish objectives, develop an appropriate strategy and recommendations that draw upon the breadth and depth of Merrill Lynch Wealth Management and banking convenience of Bank of America to connect all the pieces of your financial life, from cash management to liabilities to investments and planning.
Pablo believes that preparation for your business, retirement and personal estate planning issues requires the knowledge and experience about how these areas are related. As a CERTIFIED FINANCIAL PLANNER™ certificant, and holding the designation of Chartered Retirement Planning Counselor, he has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families by working with them to provide recommendations that focus on providing for the next generation, preserving the value of hard won savings, and incorporating long term investments strategies to compliment and help achieve those goals. We will measure success by the amount of progress you are making toward reaching your goals.
Pablo earned a BBA in Finance from the University of Houston. He enjoys traveling, fishing, riding his bike around Houston's trails, and especially good food and wine with friends and family. He also advocates to bring awareness to child abuse and youth enrichment through various organization. He resides in Houston with his other half Angelica, and their Frenchies, Cooper and Lily. He is also fluent in Spanish.
Spanish & English
University of Houston 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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #621526
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
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Transcript of Video
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.
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