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Friebel Allizadeh & Associates 

Professional Profile

Friebel Allizadeh & Associates has over 148 years of collective experience serving clients in the financial services industry that value integrity, objectivity and transparency. We begin by listening to the needs of clients that include successful executives, professionals, business owners, and retirees in pursuing their long-term life goals.

Our group adheres to a disciplined process that delivers a consistent yet personalized wealth management experience based on attentive service, consistent risk-adjusted performance, and regular communication. Through regular reviews, we are able to monitor a client’s progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their life and/or business.

Our 8-person team has specific experience with retirement planning, professional wealth management, corporate education, income and estate tax minimization, wealth preservation, asset protection, philanthropic planning and college planning. In addition to providing personalized wealth management, our team has extensive knowledge and experience consulting on 401(k) plans, defined benefit/cash balance plans, 403(b) plans and non-qualified deferred compensation plans.

We are committed to a client's financial success and delivering the highest levels of service over the long term. With a strong belief in continuous learning to assist clients in achieving more in an ever changing world, some of our team members have achieved the following professional designations and qualifications:

  • CERTIFIED FINANCIAL PLANNER™ – CFP®*
  • Chartered Advisor in Philanthropy® – CAP®
  • Chartered Retirement Planning CounselorSM – CRPC®
  • Certified Divorce Financial AnalystTM – CDFATM
  • Wealth Management Advisor – WMA
  • Certified Special Needs Advisor**


    FINANCIAL ADVISORY & WEALTH MANAGEMENT

    Bill Friebel, CFP®, CAP®, CRPC®, CDFATM, CSNA – Senior Financial Advisor, Vice President, Wealth Management Advisor

    As a Partner, Bill enjoys working with business owners, professionals and their families to pursue their financial goals. He has been in the advisory and consulting business since 1994. A graduate of Kettering University in Michigan, Bill joined Merrill Lynch in 2004 from a global consulting and advisory firm and holds the CERTIFIED FINANCIAL PLANNER™* (CFP®), Chartered Advisor in Philanthropy® (CAP®), Chartered Retirement Planning CounselorSM (CRPC®), Certified Divorce Financial AnalystTM (CDFATM) and the Certified Special Needs Advisor designations.

    Bill serves on the Board of Directors of his Rotary Club and CASA Child Advocates, and is active with Rotary's Interact Club in the local high schools, and with his church. He is a Rotary Paul Harris Fellow and a recipient of the "Service Above Self" Award. Bill and his wife, Hayli, reside in The Woodlands, Texas with their two daughters and two dogs.

    Danny Allizadeh – Financial Advisor
    Danny, as a Partner, drives the team’s onsite corporate education program at several Houston area companies. He has been in the financial services industry since 1997 and joined Merrill Lynch after 13 years of experience consulting advisors on the investment management, portfolio design, and retirement income strategies for clients. Danny is a Certified Special Needs Advisor, providing support and guidance in making complex decisions for individuals and families of children with special needs. He graduated from the University of California at Berkeley with a degree in American Studies focusing on Finance and Business Administration.

    Danny enjoys coaching youth sports, particularly baseball and football. He lives in The Woodlands with his wife, Debra, and their two children and dog.

    Heidi DeLoit – Financial Advisor
    Heidi focuses on supporting clients' retirement plans including 401(k), 403(b) and defined benefit/cash balance plans. She has the ability to consult on retirement plan design, conduct vendor searches as well as review and monitor plan document and ERISA compliance. Heidi joined Merrill Lynch in 2012 with over 17 years in the financial services industry. She has been a retirement plan consultant since 1995 and has audited retirement plans as well as trained financial advisors on retirement plan regulations. Heidi is a member of both the National Institute of Pension Actuaries (NIPA) and the American Society of Pension Professionals & Actuaries (ASPPA). She is a graduate of Auburn University with a Bachelor degree in Accounting/Business Administration.

    Heidi lives in The Woodlands with her husband, Dave, and their four children.

    Jaimin Garabedian, CRPC® – Financial Advisor
    Jaimin focuses on client communication and business development for the team. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and is a Certified Special Needs Advisor. Jaimin is a graduate of the University of Houston and joined Merrill Lynch in 2011. He enjoys playing professional softball all over the country.

    Frank Vatuna – Vice President, Wealth Management Banker
    You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Frank supports your Financial Advisor team and has been in the financial services industry since 1982 when he joined Bank of America.

    CLIENT SERVICE

    Carrie Todd & Cindi Lange – Registered Senior Client Associates

    Carrie and Cindi are both Registered Senior Client Associates that have worked together for 22 years. Carrie earned her Associate’s degree in 1984 and immediately began working in the financial services industry. She obtained her Series 7 license in 1994 and has spent time working in Operations as well as Client Service. Born in Bangor, Maine, Carrie moved to Texas many years ago and currently resides in Spring with her husband. Her daughter and son-in-law live in Houston. Carrie enjoys traveling in her spare time.

    Cindi began her career in the financial services industry in 1982. She has held various administrative and management positions in her career, including Operations Manager. Cindi obtained her Series 7 license in 1989 and her Series 8 license in 1991. Cindi, her husband and their daughter are all native Texans and reside in Magnolia. She enjoys photography and scrapbooking.

    * The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is awarded by the Certified Financial Planner Board of Standards, Inc.

    ** The Certified Special Needs Advisor (CSNA) designation is an internal Merrill Lynch self-study curriculums based on a variety of wealth management topics and a course exam.

Client Commitment


William Friebel is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Bill Friebel CFP(R) is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Danny Allizadeh is registered to do business in:AR, CA, FL, IN, MO, NJ, SC, TX

Heidi DeLoit is registered to do business in:AR, IN, SC, TX

Jaimin Garabedian CRPC is registered to do business in:AR, CA, FL, IN, MO, NJ, SC, TX

For questions regarding registration information please contact your Financial Advisor.
Friebel Allizadeh & Associates

Global Wealth Management

Merrill Lynch
9595 six pines drive
Suite 8380
the woodlands, TX  77380 

Phone(281) 364-2151

Email:  

Professional Staff


ACA Prof Sales Mgr Wealth Mgmt

(281) 364-2151
 


Financial Advisor

(281) 364-2141
 


Financial Advisor

(281) 364-2183
 


Financial Advisor

(281) 364-2194
 


Reg Senior Client Associate

(281) 364-2124
 


Reg Senior Client Associate

(281) 364-2107
 


Client Associate

(281) 364-2150
 

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