Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Our team understands the complex challenges of managing your personal finances. We listen carefully to your concerns and work with you to create wealth management strategies designed to help you pursue your financial goals. Our focus is to grow and preserve the wealth you have worked hard to accumulate. Transparency and seeking to earn your trust are most important to our wealth management approach. We offer the attentiveness needed one on one, while giving you the global resources and capabilities Merrill Lynch Wealth Management and the banking convenience of Bank of America has to offer as one of the nations largest investment and retirement providers.
Louie began his financial services career in 1998 trading commodities, and transitioned into Wealth Advisory Management when joining Merrill in 2005. His focus is on gaining a clear understanding of where clients are in their financial life. A native Texan and loyal Texas A&M graduate, Louie was a member of the Corps of Cadets. Louie has continued to support the university through his involvement in Texas A&M Developmental Council for the College of Agricultural & Life Sciences and consistent participation in the Texas A&M Alumni. Louie's community involvement includes serving as 2010 Chairman of the Grapevine Chamber of Commerce, 2011 President of the Grapevine AMBUCS, and Current Board of Trustee Grapevine-Colleyville ISD. When not in the office, Louie is a passionate adventure racer, triathlete,outdoorsman, an active member of Colleyville Compass Church. He lives in Colleyville with his wife Julie, and their two daughters.
Lisa Jorge joined Merrill in January 2019. She has worked over 15 years in customer service. Her responsibilities include client requests and managing operational functions. She is committed to meeting the needs of clients by excellent customer service and by creating a positive client experience. Lisa is a native to Texas. For the past 23 years she has lived in North Richland Hills with her two sons and husband Richard. She enjoys reading, cooking, and a great afternoon on the lake in her spare time. Lisa is also involved in her community by volunteering at Grace, Beautifuil Feet and attends Compass Christian Church.
Texas AandM University System
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 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 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 I can help you create a financial approach that reflects your personality. Only then can I 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.
We will work to help you stay on track, regardless of what the markets are doing.
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.