Find Top Retirement Planners in Houston, Texas

Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

Rowley, Hoffman, Sparrow & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

Brian Heitshusen - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3061

The Law Firm Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
832-335-9756

Alejandro J. Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
212-271-0459

Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

Kalyani Sanghavi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1362

T. Jackson and Company

9720 Cypresswood Drive
Suite 120

Houston, TX 77070
281-890-5800

Carlos Guerra - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3075

Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2142

Adam Horn - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5098

Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2036

Miguel Posada - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3072

George Joe Kurka - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

Allstate Personal Financial Representative: Jason Poff

12000 Westheimer Rd
Ste 110

Houston, TX 77077
713-893-8063

Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
832-915-3053

Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2982

William Goldberg, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-350-8033

Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
832-234-2655

James Matthews - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3408

Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

Edward Ashbaugh - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2833

Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

Paradise Wealth Management Group (PWMG) - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2831

Anthony S Hensley - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2778

The Woldert Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5086

Bill Rippey - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2708

Peterg Smith - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3088

Allstate Personal Financial Representative: Mark Wilson

2600 Gessner Rd
Ste 211

Houston, TX 77080
281-406-5400

David McLaughlin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8021

Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

Aleta M Scott

713-953-1699

The Atherton Team - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3434

Yusef Lovette - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2731

Hiep Nguyen

346-240-3756

Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5020

James Woldert - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5086

Vivian A O'Leary - Morgan Stanley

2800 Post Oak Blvd.
18th Floor

Houston, TX 77056
713-965-5075

The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Marcellus E. Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5015

Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2119

Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

Green Financial Group

6363 WoodWay Drive
Suite 625

Houston, TX 77057
713-244-3030

The Bogert Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2018

Chinedu Onuba

713-780-9989

Wan Yang

10700 Richmond Ave.
Suite 107

Houston, TX 77042
713-780-8808

The SRP Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
713-212-7565

World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
713-771-9400

Thomas B. Ford, C(k)P® - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2132

Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5037

Dennis Kainer

1500 Waugh Dr

Houston, TX 77019
281-728-1739

The May Group Insurance Services

730 North Post Oak Road
Suite 120

Houston, TX 77024
713-807-8264

Larry M. DeHay & Charles J. Lamonte - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5048

LifeBridge Financial Group

2211 Norfolk Street
Suite 120

Houston, TX 77098
713-527-8998

Glen A. Rives - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5023

Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
281-229-5967

Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3034

Morris Browne - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0072

Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
281-481-0872

Bruce Mc Gaugh - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5749

Craig Hoffman - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1351

Randall Sutton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3109

David Covington - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

Talbot Financial

14550 Torrey Chase Boulevard
Suite 245

Houston, TX 77014
832-375-0009

Mikel Ham - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3114

The Kroencke Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

The Pathways Wealth Management Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5087

Tiras Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4400

Wendell De Grange - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1340

Mark Ray Joffrion, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0444

Anthony Makransky - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2728

Nick Schmidt - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3165

Jane T Degeorge - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2780

Rafael Herrera - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4553

Edward Jones - Financial Advisor: Kimson H Cao, CFP®|CEPA®

5311 Kirby Dr
Ste 100

Houston, TX 77005
713-942-9850

Jennifer Robbins - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3326

Divyendu Singh Ph.D.

3200 Southwest Freeway
Suite 1900

Houston, TX 77027
713-499-7638

Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 105

Houston, TX 77057
713-507-1017

Cecilia Garcia - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

The DePaula Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2465

Zientek Advisors

2465 South Kirkwood

Houston, TX 77077
281-496-6152

Speight Asset Management

8300 FM 1960 West
Suite 450

Houston, TX 77070
281-469-7284

The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

Andrew Williamson, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2808

Christopher Bridges - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1305

Lawrence A Conklin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2773

Dane Pearson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2016

Douglas Dawson - Dawson Financial Services

1 Riverway

Houston, TX 77056
713-333-9900

Terry Bradford - Ameriprise Financial Services, Inc.

10375 Richmond Ave
Ste 1420

Houston, TX 77042
281-578-3839

Kornmann, Akre & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1375

Osgood & Associates, P.C.

12 Greenway Plaza
Suite 1100

Houston, TX 77046
713-425-4949

Mark Mariani - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3086

Jeffrey W Elliott - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5024

Barbara Paige - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1381

Allstate Personal Financial Representative: Luis A Ricardo

3336 Richmond Ave
Ste 375

Houston, TX 77098
281-960-8377

Westpark Wealth Advisors, Inc.

10205 Westheimer Road
Suite 500

Houston, TX 77042
713-266-2993

WR Anderson & Co

2190 North Loop West
Suite 103

Houston, TX 77018
281-974-1965

Brackett Martin Wealth Management - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8168

Blake M Jones - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

Britt Kornmann - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1375

Lakeshore Wealth Advisors

2525 Bay Area Blvd
Suite 135

Houston, TX 77058
281-941-7503

Family Heritage Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7009

Jordan Are - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2734

Allstate Personal Financial Representative: Debanhi Scott

10603 Grant Rd
Ste 108

Houston, TX 77070
713-410-7006

Chris Reyes PrimeLending NMLS: 972255

2425 West Loop South Freeway
Suite 120

Houston, TX 77027
281-451-8759

Nena Brackett - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8168

Harry Bucalo, CRPS - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3439

Houston, TX Branch Office - UBS Financial Services Inc.

Clear Lake Office
2525 Bay Area Blvd.

Houston, TX 77058
281-709-0427

Chris Montgomery - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2766

STAR GROUP WEALTH MANAGEMENT

2825 Wilcrest Drive
Suite 654

Houston, TX 77042
713-783-3400

Byron D Hood - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8027

Fleetwood Financial Solutions

281-293-7779

JSC Financial Services

11530 Space Center Boulevard

Houston, TX 77059
281-990-0084

The Martin Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3450

David Riggs - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

Richard Brent Dvorak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

Dennis J McMahon - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2109

R Jeffrey Judah - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

Kenny Hoover - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3141

Fishbein Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0298

Charles Vetters - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

The Kaplan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

Lisa Ann Gibson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2127

Bayou City Financial Advisors, LLC

1400 Broadfield Blvd
Suite 200

Houston, TX 77084
832-654-1763

Richey Financial Services

1900 West Loop S
Ste 400

Houston, TX 77027
713-496-3147

Cetera Investors - Houston

5433 Westheimer Road
Suite 800

Houston, TX 77056
713-557-0042

NOW CFO

19407 Park Row Dr

Houston, TX 77084
877-884-0232

Joanne L Resh

3700 W Sam Houston Parkway S
Suite 400

Houston, TX 77042
713-962-0358

ZT Wealth Advisory

1535 West Loop South
Suite 450

Houston, TX 77027
713-627-2100

KL Financial Services

4801 Woodway Dr.
#360W

Houston, TX 77056
888-292-4230

Houston, TX City Centre Office - UBS Financial Services Inc.

Town Centre One
750 Town and Country Blvd.

Houston, TX 77024
800-437-0010

The Newton Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2759

Fred Zeller - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

Will Gutkowski - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3128

Emery Nyilas - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2730

Matthew Savard - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2768

Allstate Personal Financial Representative: David Colon

15015 Westheimer Pkwy
Ste D1

Houston, TX 77082
202-460-1365

Morgan Stanley Financial Advisors

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5000

Michael Trahan - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0362

Edward Jones - Financial Advisor: Barry Dvoracek

11767 Katy Freeway
Ste 490

Houston, TX 77079
281-870-0100

Peggy W Lyon - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

Travis Batts - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3306

Carol Ejailat - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5016

K&S Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

Thalia Christy Savvidis - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1385

Sovereign Coast Wealth Advisors LLC

3120 Southwest Freeway
Suite 500

Houston, TX 77098
361-884-0008

Morgan Stanley Financial Advisors

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

John Rossi, CEPA - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2804

Beacon Financial Planning

2525 Robinhood Street

Houston, TX 77005
281-953-7442

Rashonner Lillie - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1371

Matthew Miller - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2028

William Charles Stratton - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2478

Andrew McGee - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8187

The Gulf Coast Group - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0430

Evan Martin, CFP, CIMA, AWMA - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8172

Greg Eknoyan - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2820

Mitchell Jacobs - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0240

Virginia Hodge - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2481

Electronic Resource Hub

713-283-6193

Watson Wealth Management

1900 West Loop S
Suite 400

Houston, TX 77027
281-603-3388

Thomas Doggett - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4000

Cain M Cunningham - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

First Command Financial Advisor - Michael Lincoln

10700 Richmond Ave
Suite 300

Houston, TX 77042
832-519-9479

The Schriber Group - Morgan Stanley

2800 Post Oak Blvd
Suite 3200

Houston, TX 77056
713-966-2120

Lloyd Stedman: IBERIABANK Mortgage

8910 Sam Houston Parkway North

Houston, TX 77040
713-624-1398

The AHM Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7218

Neil Rahimi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1344

Gurpreet Singh

832-758-3885

The Conklin Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2773

James R. McDonald III - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3126

Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

Tiffany D Akre - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1339

Shehzad D. Khan - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

Jonathan Cole - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3023

Khan Lyon Rosin & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Thomas E Novosad - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4404

Robert McDonald - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2740

Inwood Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2804

Financial Freedom Wealth Advisors - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

Brad Bishop - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

Lynn A Schriber - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2120

Johanna Delgado Naranjo

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

Cathy Buchanan - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4003

Crystal Maxwell - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2817

CFO Wealth Management - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

Pennington Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4422

Jason Roberts - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Stephen Hernandez - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

The Sanborn Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2159

Robert E McKelfresh - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2129

Allstate Personal Financial Representative: Ziaul "Zia" I. Khondker

4660 Beechnut St
Ste 243

Houston, TX 77096
713-882-1925

William M Probe - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-7066

J. Morris Jones - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5040

Nick Bollich - Ameriprise Financial Services, Inc.

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

Spears Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3456

Dolores Lemus

713-780-9989

Jovita Achife

6200 Savoy Dr.
#701

Houston, TX 77036
713-779-8888

Claudia Mollerup-Madsen - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2188

Nathan G Birney - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2761

David L. Doan - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-8052

William Frisco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3074

Nelson Scroggins - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3016

MacNaughton & Associates

3355 West Alabama
Suite 180

Houston, TX 77098
713-955-7664

Charlie R Saman - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2754

Cray Martin - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3450

Sergio G Weitzman - Ameriprise Financial Services, Inc.

10000 Memorial Dr
Ste 460

Houston, TX 77024
713-954-4930

The Corbell Group - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

Murray Snow - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2177

Houston, TX Private Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
20th Floor

Houston, TX 77027
888-299-1232

Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3094

Daron Edwards - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2773

Oge Omorojie

713-780-9989

Hensley, Birney & Associates - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Morgan Stanley Financial Advisors

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1500

Thomas Rosellini, CFP, CIMA, CPWA, CEPA - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2993

Rebecca K Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3112

Victoria Polinski Smith - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3034

The Hanlon Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

Audree Begay - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

Matthew P Kardesch - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4343

Crystal Maxwell, CFP, CIMA - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2817

Vivien W Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5828

Jim Grimsrud - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3350

La Vera Prestage - Ameriprise Financial Services, LLC

5718 Westheimer Rd
Ste 1000

Houston, TX 77057
713-588-4461

Joseph Lee Silva - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

Norman Chu - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1336

Capitalwise Wealth Management

3200 SW Freeway
Suite 1800

Houston, TX 77027
713-402-6499

Chuck Knox - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5731

Zachary Silverman, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

Valeria Nahjell Awah Ngafor

713-953-1699

Scott Campbell - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1386

Michael Moore - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2729

Scott Ecklund - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3030

Chandra Barrett

713-953-1699

Justin Ponchak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

Martin Wheeler - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5735

Samuel O Penni - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

The Falcon View Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Marshall Ashmore - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2810

Allstate Personal Financial Representative: James Simmons

7155 Old Katy Rd
Ste 274

Houston, TX 77024
713-416-7027

Richard Renaudin - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2950

Jalin Casares - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4360

Agata Kubis - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

Viva Financial Group

3013 Fountain View Dr
#165

Houston, TX 77057
832-883-7375

Christopher Michael Perry - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7067

Ashnel Delice - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2144

Bruce Quick - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

First Command Financial Advisor - Chad Payment

10700 Richmond Ave
Suite 300

Houston, TX 77042
832-519-9479

Anderson/Sheen Team - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

Gift Hamilton Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3129

Jose & Tania Torres Financial Services

738 S. Highway 6
Ste. 100

Houston, TX 77079
281-760-7638

The Uptegraph Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5010

Arturo Karakowsky - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2139

Thomas Griffin - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2847

Morgan Stanley Financial Advisors

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Carlos Kuri - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2165

Neuhaus Jankowski Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2133

Bauer Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2451

Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3146

Lewis Kalmans - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3111

Diana Skerl - UBS Financial Services Inc.

4400 Post Oak Parkway
20th Floor

Houston, TX 77027
212-713-7989

Hector E. Contreras - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2748

Laura White - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3055

Bay Area Private Wealth Group, LLC

1002 Gemini St.
Suite 122

Houston, TX 77058
713-943-1969

Stefanie Benesh - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3305

Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3115

John Pepe - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6844

Austin Stewart - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3138

Eric Jefferson - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3096

Edward Jones - Financial Advisor: Christopher S Englander

11767 Katy Freeway
Ste 490

Houston, TX 77079
281-870-0100

Laura Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5807

Xiangjun Pan

10700 Richmond Ave.
#266

Houston, TX 77042
832-742-8109

Billy Jarrell

10700 Richmond Ave.
Suite #330

Houston, TX 77042
346-240-3756

The Kalmans Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3111

Brad Bishop - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

The Sutton Gross Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3053

Robert Nelson Murray Jr - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2135

William E Selzer - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5041

Terrin R Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2742

Ann Elizabeth Krieger - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3308

Signature Wealth Management - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
713-654-0253

OR Reporting - Accounting & Financial solutions tailored for your business

4715 Strack Road

Houston, TX 77069
832-479-7347

Will Carsey - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7209

Susan McCubbin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2181

Chris Rowley - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1328

Veronica Visbal - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2760

The Tolbert Financial Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8106

Edward Jones - Financial Advisor: Benjamin T Canfield

757 N Eldridge
Ste 770

Houston, TX 77079
713-984-8620

Robert Kline - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3311

Larry Selzer - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2736

Margo P Geddie - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6819

Ashley Randt Kneisly - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2157

Charles B Albright - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2141

Edward Jones - Financial Advisor: Tweety Thuy Ngo

10001 Westheimer
Suite 2970

Houston, TX 77042
713-266-7290

The Journey Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

Morgan Stanley Financial Advisors

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

Demi Chan - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2173

David L. Colon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3007

Harry Christopher III - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2944

Thomas Jay Sanders, CRPC - UBS Financial Services Inc.

1000 Main Street, Suite 2600

Houston, TX 77002
713-654-0261

Erich A Canseco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7211

Callender Family Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2986

Dennis Cahill - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2879

Susan Wong - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2883

The Parker & Herrera Group - Morgan Stanley

600 Travis Street
Suite 3700

Houston, TX 77002
713-512-4545

Morgan Stanley Financial Advisors

16055 Space Center Blvd

Houston, TX 77062
281-480-2616

Thomas Jenkins Jr., CIMA - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7015

Allstate Personal Financial Representative: Christopher Sevier

2500 West Loop S
Ste 120b

Houston, TX 77027
832-315-9419

Matthews McIntire Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0313

Phil Duggan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3065

Edward Jones - Financial Advisor: Mark A Magee

14800 Saint Marys Ln
Ste 101

Houston, TX 77079
713-266-7290

John Anthony Debellis - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3120

Laura S Bruce - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2180

Charles A Kitzman - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1452

Andrea Smith - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

Steve Moss - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3451

Andrew Pisechko - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6834

The Spartan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3190

Luis Olano - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8030

Graystone Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2134

The Bollinger Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5058

John Husband - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2004

Bentele Owens Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2860

Antonio Orendain - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2007

Mark Katz - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7080

The Condon Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2750

Allstate Personal Financial Representative: Robert Budavich

9739 N Houston Rosslyn Rd

Houston, TX 77088
713-410-8683

Allstate Personal Financial Representative: Tosin Komolafe

6100 S Greenpark Dr
Ste A

Houston, TX 77072
832-430-7517

Michael Leiser, CRPC - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2853

Justin Swope - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2027

David Hergert - Ameriprise Financial Services, LLC

1331 Gemini St
Ste 202

Houston, TX 77058
281-280-0444

The MCC Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2977

Greg Sparrow - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5703

Buchanan, James & Associates - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4000

Davis-Moody Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2825

Go & Flood - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2448

Find Retirement Planners for Retirement Planning in Houston, Texas

List of Qualified Retirement Planners in Houston, Texas

The Goff Financial Group

Allworth Financial

Sovereign Wealth Advisors, LLC

Rhame & Gorrell Wealth Management

Rightway Investments, PLLC

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