Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Learn more about an advisor's background on
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 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 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.
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer, NMLS #621526
Learn more about the highly engaging podcast series from Merrill Lynch
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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, we can help you create a financial strategy that reflects your personality. Only then can we 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.