Bank of America Coronavirus Resource Center See details

HOUSTON GALLERIA, TX

Merrill Lynch Wealth Management Branch Office

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.

Learn more about an advisor's background onFINRA's BrokerCheck

Branch Office Profile

About Us

The Houston Galleria Market has served the financial needs of the greater Houston metropolitan area for more than a quarter of a century.  Our Market, with 150 financial advisors, can offer the broad investing resources of Merrill, as well as access to Bank of America for clients’ credit and lending needs. We can draw on analysts and specialists to help create financial strategies designed to meet clients’ short- and long-term objectives by focusing on their life priorities, and cover a range of wealth management services, including multi-generational issues, such as wealth transfer.  Our parent office is located inside the Williams Tower with our associate offices located in River Oaks, Sugar Land, Lake Jackson and Galveston.

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our 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 intellectual capital of Merrill, a goals-based wealth management 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.

Here are some links to help you understand how it works. 

To gain access or to learn more, please contact your financial advisor today!

Enjoy convenient, secure account access with MyMerrill®

We’re here to help you pursue your goals — and to make your busy life a little easier.  With MyMerrill, you can access your investment accounts how, when and where you want to.

MyMerrill Features includes:
Portfolio Summary
Holdings
Unrealized & Realized Gain/Loss
Research & Insights
Activity
Statements
Secure Message Center
Real–Time Quotes
Money Transfers
Available to Withdraw (Cash and Margin)
Documents Vault
Bill Pay
Downloads
Watchlists & Alerts
e-Signature
Pay Merrill and Bank of America Credit Cards
Authorized Account Access (3rd Party)
My Financial Picture
MyMerrill Security Features
Document Scanning
MyMerrill Mobile App (available on Android, iPad and iPhone mobile devices)

Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

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.

Justin Griffin

Senior Vice President

Senior Financial Advisor

Don L Snowder,

CRPC

Senior Vice President

Senior Consultant

Lucas Mendez,

CFP

Vice President

Wealth Management Advisor

John C Young,

CRPC

Assistant Vice President

Senior Financial Advisor

Jeremy Character

Assistant Vice President

Senior Financial Advisor

Pablo L Munoz,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Christopher C. Magee,

CPFA,

CRPC

Vice President

Senior Financial Advisor

Gorana Komazec-Tosic,

CPFA,

C(k)P,

CRPC

Senior Vice President

Senior Financial Advisor

LYNN HARRIS

Contractor (Non-Employee)

Kenneth H Albers,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Tom R Hansen,

CRPC

Managing Director

Wealth Management Advisor

NANCY NGUYEN,

CPFA,

CFP

Vice President

Wealth Management Advisor

Marc Melcher

Vice President

Wealth Management Advisor

Kimberly J Latimer,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Mirella T Wilmot,

CFP,

CRPC

Wealth Management Advisor

Joseph P. Zurfley,

CFP

Vice President

Wealth Management Advisor

Paul L Reekie

Senior Vice President

Senior Financial Advisor

Michael T Estabrook

Vice President

International Wealth Advisor

Ignacio Hawley

Senior Vice President

International Wealth Advisor

Kristen Hanshaw Nichols

First Vice President

International Wealth Advisor

Shelley M Adams

First Vice President

International Wealth Advisor

Romain Meynier,

CAIA,

CFA

Financial Advisor

Andres Swartz

Senior Vice President

International Wealth Advisor

Mark Sorrell,

CFP

Vice President

Wealth Management Advisor

Elizabeth B. Turpin ,

CFP,

AWMA

Financial Advisor

Office Team

Todd McClure| MLWM Market Executive| Director

Julia M Duran| Market Supervision Manager| Vice President

Deborah Wall| Market Supervision Manager| Vice President

Jintal Patel| Client Relationship Manager| Vice President

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.

Careers

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.

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.

Learn more about careers at Merrill Lynch Wealth Management