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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.
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.
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.
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.
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.
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.
Wealth Management Banking Specialist
Merrill
Senior Trust Officer
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #966891
Lynn's Steakhouse, Energy Corridor, 955 Dairy Ashford Rd., Houston, TX 77079
July 24th, 2024|11:30 AM - 12:30 PM CST
If your schedule is free, we would love for you to join us for a complementary luncheon. The financial decisions you make now can have considerable impact towards pursuing the lifestyle you envision. During this informative seminar, we'll discuss:
Please call or email to reserve your spot as soon as possible, Please contact Crystal at 713.840.4800, or email at crystal.stanfield@ml.com
March 27th, 2024|11:30 AM CST
Click Here to RSVP
https://goto.webex.com/goto/onstage/g.php?MTID=e1d3f8e1a8bab4e04d1c335206af12e4d
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 before the event. Please note that the voucher will ONLY be valid from 10:00 a.m. to 12:30 p.m. the day of webinar. Food must be delivered at destination within the time frame. 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.
This seminar has been sponsored, in whole or in part, by AB Global and Nuveen.
Lynn’s Steakhouse – Westlake by the Energy Corridor, 955 Dairy Ashford Rd, Houston, TX 77079
April 24th, 2024|11:30 AM - 12:30 PM CDT
Important Lunch Information:
If your schedule is free, we would love for you to join us for a lunch at Lynn’s Steakhouse – Westlake by the Energy Corridor April 24, 2024 at 11:30 am. Please RSVP with Crystal as soon as possible if you are interested. Spouses and colleagues are welcome to join. Lunch will be provided.
Please feel free to share this invitation with family and friends you think may be interested in this topic.
RSVP information:
Call Crystal Stanfield, Business Development Specialist at (713) 840-4800 or email crystal.stanfield@ml.com
This seminar has been sponsored, in whole or in part, by AB Global, Eagle, Nuveen and Neuberger.
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 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.
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 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.
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.
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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