The MFA Group

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Merrill Lynch

The MFA Group

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"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

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The MFA Group

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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 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.

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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, 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.

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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.

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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 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.

Meet the Team

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.

Additional Resources

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.

Andy Powell

Andy Powell

Wealth Management Banking Specialist

Dianne H. Walter

Dianne H. Walter

Trust Specialist

Valerie G Tiemann

Valerie G Tiemann

Senior Wealth Management Lending Officer, NMLS #621526

Your Financial Strategy

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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

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.

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 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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*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.

Let’s Have a Conversation

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.

Why Merrill Lynch?

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.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

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.

Adjusting your plan as your life and the markets change.

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