Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Pablo L. Munoz, CFP®, CRPC®
Wealth Management Advisor
Retirement Benefits Consultant
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 fiancée Angel, and their Frenchie, Cooper. He is also fluent in Spanish.
English, Spanish & Spanish
University of Houston System
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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.
Bank of America, N.A.
UHNW Insurance Specialist
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.
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We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.