Bank of America Coronavirus Resource Center See details

The MFA Group

push-top

The MFA Group

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

"For more than 20 years, clients have relied on our wealth management advisors for fresh thinking, practical ideas and an understanding of where you want your wealth to take you and your family. Our learning evolves as your dreams and aspirations change over time. Our ideas and recommendations are tailored to you and no one else. We offer advice and guidance designed to help you use your wealth thoughtfully and skillfully, to help you pursue your dreams."

Frank J. Mirabella Jr.
Managing Director
Wealth Management Advisor

The MFA Group

mediahandler/media/
A natural resource for your wealth

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.

Exploring the possibilities of tomorrow
We think you'll find one of the strengths our team offers is helping you define and sharpen your vision of what you want your life—and lifestyle—to look like over the next 5, 10, even 20 or more years. Based on your individual goals, we help you create a blueprint for your wealth, one that details how your assets, income, insurance, spending and borrowing can all work together to support your objectives. This approach helps our team to make targeted recommendations on your short- and long-term investments, business interests and retirement and legacy planning strategies.

mediahandler/media/
Strategies for the most sophisticated needs

If you're like most of the clients that we serve, your resources give you the power and the privilege to choose the kind of lifestyle you want—on your terms, on your timetable. We offer financial and investment strategies designed to help you actively pursue your goals.
 
Retirement outlook. Together with your outside tax and legal advisors, we can offer guidance on tax-minimization strategies to help structure your wealth in the stages leading up to retirement.

Monetizing equity compensation. For many clients, smart management of their employer stock holdings can be essential to preserving their wealth and fueling their retirement. We will work with you to develop sensible strategies to manage your holdings, based on your risk tolerance, time horizons, objectives, expectations for future growth, liquidity needs and tax considerations.

Wealth transfer services. Working with specialists from Merrill Lynch Wealth Management, and in coordination with your attorneys and accountants, we can help you develop an efficient wealth transfer strategy. We can guide you on trust investments, charitable giving, life insurance and other tactics to help you pass on your wealth the way you want.

mediahandler/media/
A focused relationship built on understanding and shared information

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.

mediahandler/media/
Helping energy professionals power their futures

At The Mirabella 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.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Frank J Mirabella

Forbes “Best-in-State Wealth Advisors”  2019 and 2020

Darren C Fenz

Forbes “Best-in-State Wealth Advisors”  2018, 2019, and 2020

Barron’s America’s Top 1,200 Financial Advisors:State-by-State in 2013.

Barron’s Top 1,200 Financial Advisors in 2014 - 2020

Joni M Abalos

Forbes “Best-in-State Wealth Advisors”  2018, 2019, and 2020

Forbes’ “America’s Top Women Wealth Advisors” 2017, 2018, 2019, and 2020

Barron’s Top 1,200 Financial Advisors in 2016 - 2020

Meet the Team

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.

Additional Resources

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.

Dianne Walter

Dianne Walter

Trust Specialist

Bank of America, N.A.

Valerie G Tiemann

Valerie G Tiemann

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #621526

Andy K Powell

Andy K Powell

Wealth Management Banking Specialist

Merrill Lynch

Upcoming Events

Take Control of Your Retirement

RSVP YOUR PLACE TODAY, please RSVP with, Taylor Baumann Registered Analyst (713) 840-5982 or taylor.baumann@ml.com , or Crystal Stanfield Analyst – Business Development (713) 840-4800 or crystal.stanfield@ml.com

November 18th, 2020|11:30 AM CST

Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar, we'll talk about one of the most life-altering financial turning points each of us will experience—the transition to retirement—and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals. Join us for an informative seminar during which you'll get a better understanding of:

Common retirement risks such as longevity, withdrawal, investment and inflation risks—and the ways in which you can manage these risks

How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you

Techniques for building a portfolio aligned to your priorities—leveraging a range of strategies including a balanced portfolio of investments and fixed income.


The MFA Group
WebEx

https://attend1000.webex.com/attend1000/onstage/g.php?MTID=ee6b91d0731096e44d316f4909b2bb4de

    For more information: 713.840.5982 or Taylor.Baumann@ml.com

    Past Events

    Learn How to Take Control of Your Retirement

    RSVP YOUR PLACE TODAY, please RSVP with, Taylor Baumann Registered Analyst (713) 840-5982 or taylor.baumann@ml.com , or Crystal Stanfield Analyst – Business Development (713) 840-4800 or crystal.stanfield@ml.com Please RSVP as soon as possible so we can hold your spot.

    August 26th, 2020|11:30 AM - 12:30 PM CST

    Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar, we'll talk about one of the most life-altering financial turning points each of us will experience—the transition to retirement—and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals. Join us for an informative seminar during which you'll get a better understanding of:

    Common retirement risks such as longevity, withdrawal, investment and inflation risks—and the ways in which you can manage these risks
     
    How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you

    Techniques for building a portfolio aligned to your priorities—leveraging a range of solutions including a balanced portfolio of investments and fixed income.

    The MFA Group
    WebEx https://attend1000.webex.com/attend1000/onstage/g.php?MTID=ef8201e1aede2acd9f7aebeb5dc847281

      Learn How to Take Control of your Retirement

      RSVP YOUR PLACE TODAY, please RSVP with, Taylor Baumann Registered Analyst (713) 840-5982 or taylor.baumann@ml.com , or Crystal Stanfield Analyst – Business Development (713) 840-4800 or crystal.stanfield@ml.com or Crystal Stanfield Analyst – Business Development (713) 840-4800 or crystal.stanfield@ml.com

      September 23rd, 2020|11:30 AM - 12:30 PM

      Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar, we'll talk about one of the most life-altering financial turning points each of us will experience—the transition to retirement—and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals. Join us for an informative seminar during which you'll get a better understanding of:

      Common retirement risks such as longevity, withdrawal, investment and inflation risks—and the ways in which you can manage these risks

      How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you

      Techniques for building a portfolio aligned to your priorities—leveraging a range of solutions including a balanced portfolio of investments and fixed income.


      The MFA Group
      WebEx
      https://attend1000.webex.com/attend1000/onstage/g.php?MTID=e2b86baf0083ba61e95d59fc8365e6bbb

        Take Control of Your Retirement

        RSVP YOUR PLACE TODAY, please RSVP with:, Taylor Baumann Registered Analyst (713) 840-5982 or taylor.baumann@ml.com , or Crystal Stanfield Analyst – Business Development (713) 840-4800 or crystal.stanfield@ml.com

        October 21st, 2020|11:30 AM - 12:30 PM CST

        Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar, we'll talk about one of the most life-altering financial turning points each of us will experience—the transition to retirement—and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals. Join us for an informative seminar during which you'll get a better understanding of:

        Common retirement risks such as longevity, withdrawal, investment and inflation risks—and the ways in which you can manage these risks

        How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you

        Techniques for building a portfolio aligned to your priorities—leveraging a range of strategies including a balanced portfolio of investments and fixed income.


        The MFA Group
        WebEx 

        https://attend1000.webex.com/attend1000/onstage/g.php?MTID=e3e9caa1ed44e768701f0eafb05957d7d

          Your Financial Approach

          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.

          FAMILY
          Taking care of your family and other people in your life
          • Trust & Estate Planning Services4
          • Education Funding1
          • Insurance3
          HEALTH
          Planning for healthcare expenses now and in the future
          • Long-term Care Insurance3
          • Health Savings Account2
          • Disability Insurance3
          HOME
          Upsizing, downsizing, remodeling or buying a vacation home
          • Home Loans2
          • Home Equity Lines of Credit2
          • Securities-Based Lending2
          • Credit Cards2
          WORK
          Working in retirement, selling or starting a business
          • Bank of America Business Banking2
          • Exchange Funds1
          • Concentrated Stock Management1
          • Succession Planning1
          LEISURE
          Spending your free time in meaningful ways
          • Credit Cards2
          • Securities-Based Lending2
          • Structured Lending2
          GIVING
          Volunteering, mentoring others and giving to charities
          • Donor-Advised Funds4
          • Private Foundations4
          • Charitable Trusts4
          FINANCE
          Using your finances to bring it all together
          • Merrill Investment Accounts1
          • Investment Advisory Accounts1
          • Alternative Investments1
          • Exchange-Traded Funds1
          • Mutual Funds1
          • Closed-end Funds1
          • Fixed Income Products1
          • Options1
          • Annuities3
          • Impact Portfolios1
          • Market-Linked Investments1
          • Securities-Based Lending2
          • Margin1
          • Home Loans2
          • Bank of America Checking and Savings Accounts2
          • Credit Cards2
          • Online Account Access1,2

          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.

          Staying on Track

          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.


          Periodic reviews to help you
          stay on track

          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.


            Monitoring changes in your life
            and to your goals

            Your life and goals change. As these changes occur, we can update your approach to reflect them.

            Wealth Management Your Way

            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

              Let’s Have a Conversation

              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.

              Why Merrill?

              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.


              Merrill_Capabilities_Brochure.png  

              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.

              Personalized advice from a dedicated financial advisor.

              We get to know you and your family, your financial situation and what matters most to you.

              A comprehensive approach, built around your life’s priorities.

              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.

              Adjusting your investment approach as your life and the markets change.

              We will work to help you stay on track, regardless of what the markets are doing.