Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
713.658.1546
800 Capitol St
Houston, TX 77002
At TSPN, we believe lasting wealth is built on straightforward guidance and prudent choices. Our team purposefully avoids risky investments, financial trends, and overly complex strategies, focusing instead on combining world-class resources with personalized, informed support. We serve a select group of organizations and their employees, and apply the breadth of Merrill’s vast resources to pursue clients’ greatest goals — while working to preserve their financial futures.
As of Janaury 1, 2024 our TSPN Wealth Management Group, has garnered over 210 years of collective industry experience and are entrusted with over 3 billion in client assets. We serve a select circle of individuals, which includes CEOs, entrepreneurs and executives. We are dedicated to building a personal and lasting relationship with you and your family to help you through the process of managing family wealth. Our clients and families expect our team to help simplify the complexities of their financial lives by:
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Our mathematical, non-emotional investment process includes strategic asset allocation. We tailor allocations to you and your family in line with your goals, risk tolerance, time horizon and liquidity needs. We believe diversification - across global asset classes, investment styles, sectors and industry groups - is fundamental to long-term goals and portfolio risk management. Considerations include but are not limited to:
Investment portfolio objectives:
Portfolio construction considerations:
Meetings are held with each client to review investment performance, portfolio rebalancing and current strategy, for adjustments as your goals and risks and opportunities emerge.
Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
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 Lending Officer
Bank of America, N.A.
NMLS #39170
Wealth Management Banking Specialist
Merrill
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
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.
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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