The SAN ANTONIO Office

Vincent  J  Fertitta 
Branch Manager
    200 CONCORD PLAZA DRIVE
    Suite 100
    SAN ANTONIO,  TX  78216

    Phone: (210) 828-7474

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SAN ANTONIO Branch Office
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Merrill Lynch Branch Office
SAN ANTONIO, TX 

Branch Office Profile

The Merrill Lynch San Antonio Office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering exemplary service. Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through holistic wealth management planning. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments, 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. Our 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.

*Some or all alternative investments may not be suitable for certain investors.

Client Commitment



Financial Advisors at this Location

 
 
 
 
  Stewart Bryant
  Randolph Daniels
 
 
  Cindy Whitehurst Collins
  Michael D. Whitehurst
  Anna M. Femat
 
 
 
  Robert A. Nelson, Jr.
  Daniel R. Nelson
  F. Michael Wood, Jr.
  Shawn Gosdin
  Beverly P Maurer
  Jonathan Klug
  Bradley Johnson
  Johnny Johnston
 
  Brian Tramontano
  Robert Gunnarson
  Cynthia A. Michael
  John Michael Cervantes
  Grant Cherry
  Catherine E. Haffner
 
 
  Charles O. Hundley
  Craig L. Saathoff
  Rick Johnson
 
 
 
  David Kiolbassa
  Tom Immenschuh
  Michael Link Sommer
  Eric Reid
  David Villarreal
 
  Richard Lord
  Carl (Triple) I. Fuhrmann III
  Walter C. Hayne
  Chad Mitchell
  Marc York
 
 
 
 
 
  Beverly Maurer
  Lili Z Kaufmann
 
 
 
 
 
 
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