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CORPUS CHRISTI, TX
Merrill Lynch Wealth Management Branch Office800 N. Shoreline Blvd.
Suite 1800n
Corpus Christi, TX 78401- Hours of Operation: Mon - Fri: 8:00 AM - 4:00 PMSee More Hours
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Commemorating 75 years of serving the Coastal Bend. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.
Branch Office Profile
- About Us
- Texas East Community Markets
- Culture
- Community
- Client Commitment
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About Us
The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America’s estate planning services, while working with your outside professionals, such as accountants and tax attorneys.
Please click to visit their website:
1. Corpus Christi
2. Shreveport
3. Lufkin
4. Waco
5. Wichita Falls
6. Fort Smith
7. Hot Springs
Culture
The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.
Community
Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
Client Commitment
As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Advisors at This Location
Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
Corpus Christi Office Team
Jay Wise| Senior Resident Director| Senior Vice President
Jay Wise, Senior Resident Director, Senior Vice President, focuses on total portfolio management, asset allocation, and diversification strategies. Of his 36 years with Merrill Lynch Wealth Management, Jay is currently the Resident Director of the Corpus Christi office, and served in this role from 1996-2007 as well. His community interests include serving as current President of the USO South Texas and previously on the Corpus Christi International Airport Advisory Board. Jay also served as past president of the U.S.S Lexington, C.C. Metro Ministries and the Del Mar College Foundation. Jay served four years in the U.S. Marine Corps. He then obtained an AA degree–Del Mar College and a BS in computer science–University of Houston. Jay has two sons, Scott & Jeff.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Tracy Trevino| Resident Director Assistant
Tracy Trevino came to us in 2016 after completing seven years with Bank of America as a Relationship Manager. She has been in the financial industry a total of 14 years. Tracy is the Resident Director Assistant and a Wealth Management Client Associate for a number of advisors at our firm. As the Resident Director Assistant, she handles various administrative duties such as new hire processes, maintenance and technology requests, supply orders, event planning, and wholesaler visits. As a Wealth Management Client Associate, Tracy is tasked with providing dedicated operational and sales support for multiple financial advisors.
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.
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Careers 4
No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.
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Work Culture
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
Rewarding Career
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.
Access to Resources
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Grow & Learn
Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.
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