The HOUSTON Office

J  Michael  Woodlock 
Branch Manager
    GALLERIA FINANCIAL CENTER
    5065 WESTHEIMER
    Suite 1200
    HOUSTON,  TX  77056-5606

    Phone: (713) 840-4700

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HOUSTON Branch Office
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Merrill Lynch Branch Office
HOUSTON GALLERIA, TX 

Branch Office Profile

The Merrill Lynch Houston Galleria Office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering exceptional service. Our goal is to assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies through wealth management. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist clients with concentrated stock positions and hedging and liquidity strategies through alternative investments (some or all alternative investments may not be suitable for certain investors), collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.

*Asset allocation does not ensure a profit or protect against loss in declining markets.
** Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.

Client Commitment



Financial Advisors at this Location

 
 
 
 
  Daren Dahmer
  Kyle Louvar
  Lynn Harris
  Lizzie Green-Burns
 
 
 
  Pablo Ruiz-Berlanga
  Federico Rojas
  John P. Donnelly
 
  Martin Enriquez Anders
  Miguel Cortina
 
 
 
  D. Craig Fecel Sr.
  D. Craig Fecel II
  Jeremy Character
  Lisa Tan
 
 
 
 
  Thomas R. Hansen
 
 
 
 
 
  Hal M. Finberg
  Mark Latawiec
 
 
  Erik Kingshill CFP®
  Brian Kingshill
 
 
 
 
 
  Frank Mirabella
  Darren Fenz
  Joni Abalos
  Eric Blaha
 
 
 
 
 
 
 
  Iain Sharpe
  Gorana Komazec-Tosic
  Alejandro Salazar
 
C8476318 (JCA*******801)