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Find Retirement Planners for Retirement Planning in Houston, Texas

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Houston, Texas

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Brian O. Butler

Wealth Standard Financial

4101 Greenbriar Dr Suite 236

Houston,TX 77098

713-955-6007

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston,TX 77046

713-850-8900

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Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place Suite 1340

Houston,TX 77027

713-338-3011

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Shane OBrien

Allworth Financial

1800 West Loop South, Suite 1980

Houston,TX 77027

888-242-6766

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Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South, Suite 100

Sugar Land,TX 77478

281-207-2124

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Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr suite 360

The Woodlands,TX 77380

832-789-1100

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Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive Suite 230

The Woodlands,TX 77380

281-407-0467

List of Additional Retirement Planners in Houston, Texas*

* Additional advisor listing is provided in partnership with Yext

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Edward Jones - Financial Advisor: Nicholas A Festino, AAMS¿

19500 State Hwy 249
Suite 275

Houston, TX 77070
832-604-7192

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Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

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Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

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The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

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James R. McDonald III - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3126

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Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

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Edward Jones - Financial Advisor: Benjamin T Canfield

757 N Eldridge
Ste 770

Houston, TX 77079
713-984-8620

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Tam Nguyen

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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Patricia Sayyah - UBS Financial Services Inc.

4400 Post Oak Parkway
16th And 17th Floors

Houston, TX 77027
281-709-0434

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Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

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John Martinez, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7052

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Zientek Advisors

2465 South Kirkwood

Houston, TX 77077
281-496-6152

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M. Ann Page, CPWA, CIMA, CEPA, CRPC - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2844

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Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8143

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MacNaughton & Associates

3355 West Alabama
Suite 180

Houston, TX 77098
713-955-7664

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Linscomb & Williams

1400 Post Oak Blvd.
Suite 1000

Houston, TX 77056
713-840-1000

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Edward Jones - Financial Advisor: Taylor D Bell

757 N Eldridge
Ste 770

Houston, TX 77079
713-984-8620

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Scott Uptegraph - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5045

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Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

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Brad Bishop - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

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Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
832-335-9756

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Allstate Personal Financial Representative: Mark Wilson

2600 Gessner Rd
Ste 211

Houston, TX 77080
281-406-5400

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

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2817

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Rick Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

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Aleta M Scott

713-953-1699

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Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

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Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

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Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

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Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 105

Houston, TX 77057
713-507-1017

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Trahan Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0362

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Federico Schoenhofer - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-403-1847

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William Frisco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3074

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Miguel Cortina Icaza - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2010

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Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3146

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Andrew Williamson, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2808

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K&S Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

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Larisa Sanders

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3021

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Richard Renaudin - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2950

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

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2993

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Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

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LaMotta Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2973

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Edward Jones - Financial Advisor: Robb Brotemarkle, CRPC®

12238 Queenston Blvd
Suite H

Houston, TX 77095
281-246-4020

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The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1416

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The Hoover Schmidt Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3123

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Edward Jones - Financial Advisor: Andy C Evans, CFP®|ChFC®|CEPA®

110 Vintage Park Blvd
Suite F

Houston, TX 77070
281-370-1827

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Veronica Visbal - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2760

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Scott Monteverde - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5046

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Bill Rippey - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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Michael L Brunner - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2786

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Chinedu Onuba

713-780-9989

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David L. Shine - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2777

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Anthony S Hensley - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

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Luvy Gonzalez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2168

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Mike Cook - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3077

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Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

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Antonio Opengo - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2720

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Kevin Talley - Ameriprise Financial Services, LLC

13623 Perry Rd

Houston, TX 77070
281-894-0888

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James Frankowski - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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Lawrence A Conklin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2773

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Dane Pearson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2016

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Cameron W Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6895

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Morgan Stanley Financial Advisors

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

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Ashley Randt Kneisly - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2157

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Larry Selzer - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2736

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Margo P Geddie - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6819

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William W Gouldin - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5087

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Charles A Kitzman - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1452

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Brent Anderson - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

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Edward Jones - Financial Advisor: Barry Dvoracek

11767 Katy Freeway
Ste 490

Houston, TX 77079
281-870-0100

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Betty Hanlon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3092

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Signature Wealth Management - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
713-654-0253

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Douglas Dawson - Dawson Financial Services

1 Riverway

Houston, TX 77056
713-333-9900

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Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

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Doug A Forshagen - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2101

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Carlos Alvarado - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2197

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David McLaughlin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8021

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George A. De Vassal - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2766

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Pennington Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4422

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The Uptegraph Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5010

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Nena Brackett - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8168

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Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
832-915-3053

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YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

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Neuhaus Jankowski Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2133

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The Journey Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

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John W. Granger - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2134

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Davis-Moody Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2825

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Go & Flood - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2448

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Erich A Canseco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7211

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Mitchell Lou - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3008

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First Command Financial Advisor - Chad Payment

10700 Richmond Ave
Suite 300

Houston, TX 77042
832-519-9479

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Antonio Orendain - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2007

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Joseph DePaula, CPWA - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2465

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Bevill Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2893

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Leslie Golden - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1321

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Callender Family Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2986

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Lloyd Stedman: IBERIABANK Mortgage

8910 Sam Houston Parkway North

Houston, TX 77040
713-624-1398

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David Covington - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

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Morgan Stanley Financial Advisors

16055 Space Center Blvd

Houston, TX 77062
281-480-2616

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Joshua Mott - Morgan Stanley

5021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1417

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Robert Nelson Murray Jr - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2135

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Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3115

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Brackett Martin Wealth Management - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8168

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Andrew Pisechko - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6834

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Bruce Quick - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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Mohsin Noon - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1395

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Diana Skerl - UBS Financial Services Inc.

4400 Post Oak Parkway
20th Floor

Houston, TX 77027
212-713-7989

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The Albright Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2141

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Stefanie Benesh - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3305

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Luis Olano - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8030

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Jeff A. Parker - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-6689

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The Conklin Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2773

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The Parker & Herrera Group - Morgan Stanley

600 Travis Street
Suite 3700

Houston, TX 77002
713-512-4545

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Lynn A Schriber - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2120

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Maria Baez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2175

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Divyendu Singh Ph.D.

3200 Southwest Freeway
Suite 1900

Houston, TX 77027
713-499-7638

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Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
713-212-7565

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World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
713-771-9400

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Floyd A Robinson - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2745

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Olga Blanchette - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2174

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Michael Moore - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2729

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Gail Stalarow - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5099

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The Newton Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2759

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Scott Ecklund - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3030

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Joanne L Resh

3700 W Sam Houston Parkway S
Suite 400

Houston, TX 77042
713-962-0358

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Phil Duggan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3065

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ZT Wealth Advisory

1535 West Loop South
Suite 450

Houston, TX 77027
713-627-2100

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The Corbell Group - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

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Mark Monroe - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3080

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LifeBridge Financial Group

2211 Norfolk Street
Suite 120

Houston, TX 77098
713-527-8998

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The May Group Insurance Services

730 North Post Oak Road
Suite 120

Houston, TX 77024
713-807-8264

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Byron D Hood - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8027

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KL Financial Services

4801 Woodway Dr.
#360W

Houston, TX 77056
888-292-4230

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NOW CFO

19407 Park Row Dr

Houston, TX 77084
877-884-0232

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Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
281-229-5967

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Andrew Kaminsky - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-966-2184

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Kenny Hoover - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3141

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Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
281-481-0872

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Antonio Palafox - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2769

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Claudia Mollerup-Madsen - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2188

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Will Gutkowski - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3128

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Charlie R Saman - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2754

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Randall Sutton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3109

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

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2132

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Gerardo Pena Magana - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2794

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David L. Colon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3007

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Scott Tiras - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4400

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Fleetwood Financial Solutions

281-293-7779

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Watson Wealth Management

1900 West Loop S
Suite 400

Houston, TX 77027
281-603-3388

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Nelson Scroggins - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3016

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Britt Kornmann - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1375

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JSC Financial Services

11530 Space Center Boulevard

Houston, TX 77059
281-990-0084

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Tonja Stelly - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3123

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Glen A. Rives - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5023

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Mitchell Jacobs - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0240

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Stephen Hernandez - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

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Tiffany D Akre - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1339

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Audree Begay - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

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Wan Yang

10700 Richmond Ave.
Suite 107

Houston, TX 77042
713-780-8808

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Yusef Lovette - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2731

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

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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Harry Bucalo, CRPS - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3439

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Attigo Wealth Advisors - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2479

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William M Probe - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-7066

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Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2036

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Khan Lyon Rosin & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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Financial Freedom Wealth Advisors - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

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George Joe Kurka - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

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Hensley, Birney & Associates - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Bayou City Financial Advisors, LLC

1400 Broadfield Blvd
Suite 200

Houston, TX 77084
832-654-1763

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CFO Wealth Management - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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Green Financial Group

6363 WoodWay Drive
Suite 625

Houston, TX 77057
713-244-3030

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Allstate Personal Financial Representative: Luis A Ricardo

3336 Richmond Ave
Ste 375

Houston, TX 77098
281-960-8377

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WR Anderson & Co

2190 North Loop West
Suite 103

Houston, TX 77018
281-974-1965

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Westpark Wealth Advisors, Inc.

10205 Westheimer Road
Suite 500

Houston, TX 77042
713-266-2993

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Will Carsey - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7209

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Allstate Personal Financial Representative: Debanhi Scott

10603 Grant Rd
Ste 108

Houston, TX 77070
713-410-7006

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Jordan Are - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2734

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La Vera Prestage - Ameriprise Financial Services, LLC

5718 Westheimer Rd
Ste 1000

Houston, TX 77057
713-588-4461

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Brian Heitshusen - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3061

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Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2708

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Charles Vetters - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

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Chris Reyes PrimeLending NMLS: 972255

2425 West Loop South Freeway
Suite 120

Houston, TX 77027
281-451-8759

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Scott Campbell - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1386

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Samuel O Penni - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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Morris Browne - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0072

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Crystal Garrett - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4412

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Barbara Paige - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1381

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Scott Zindler - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2712

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Eugene Balakirov - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5849

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Anthony Makransky - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2728

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Edward Jones - Financial Advisor: John Kaleh, AAMS¿|CRPC®

3939 Washington Ave
Suite 202

Houston, TX 77007
713-868-5526

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Beacon Financial Planning

2525 Robinhood Street

Houston, TX 77005
281-953-7442

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Robert Ariza | Sequoia Mortgage, LLC

118 Vintage Park Blvd
Suite WV162

Houston, TX 77070
281-830-7146

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The Law Firm Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

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Kalyani Sanghavi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1362

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Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

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Bruce Mc Gaugh - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5749

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Joseph Lee Silva - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

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Kornmann, Akre & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1375

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Richard Brent Dvorak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

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Carl Vincent - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4410

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Tiras Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4400

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STAR GROUP WEALTH MANAGEMENT

2825 Wilcrest Drive
Suite 654

Houston, TX 77042
713-783-3400

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Lakeshore Wealth Advisors

2525 Bay Area Blvd
Suite 135

Houston, TX 77058
281-941-7503

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Ingrid Raad - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
305-347-2061

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Emery Nyilas - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2730

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Matthew Savard - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2768

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Cray Martin - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3450

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Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2982

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William Goldberg, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-350-8033

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Chris Rowley - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1328

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Paul Perez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2154

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Allstate Personal Financial Representative: David Colon

15015 Westheimer Pkwy
Ste D1

Houston, TX 77082
202-460-1365

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The Condon Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2750

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Rafael Herrera - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4553

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Edward Ashbaugh - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2833

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Thomas Griffin - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2847

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Bauer Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2451

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

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7015

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Wendell De Grange - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1340

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Chris Montgomery - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2766

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Isel Isern - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2716

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Houston, TX Branch Office - UBS Financial Services Inc.

Clear Lake Office
2525 Bay Area Blvd.

Houston, TX 77058
281-709-0427

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Thalia Christy Savvidis - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1385

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

4400 Post Oak Parkway
20th Floor

Houston, TX 77027
888-299-1232

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Cecilia Garcia - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

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Bishop Investment Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

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David Riggs - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

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The Woldert Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5086

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The Tolbert Financial Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8106

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Dennis J McMahon - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2109

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Electronic Resource Hub

713-283-6193

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First Command Financial Advisor - Michael Lincoln

10700 Richmond Ave
Suite 300

Houston, TX 77042
832-519-9479

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Sharon Ward - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-600-3407

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Nick Bollich - Ameriprise Financial Services, Inc.

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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Blake M Jones - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

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Morgan Stanley Financial Advisors

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

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Fred Zeller - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

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Nathan G Birney - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Sergio G Weitzman - Ameriprise Financial Services, Inc.

10000 Memorial Dr
Ste 460

Houston, TX 77024
713-954-4930

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Miguel Posada - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3072

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Morgan Stanley Financial Advisors

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5000

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First Command Financial Advisor - Andrew Hemingway

10700 Richmond Ave
Suite 300

Houston, TX 77042
832-519-9479

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Laura White - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3055

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Patricia Sayyah - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0434

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Victoria Polinski Smith - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3034

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Carlos Kuri - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2165

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Chuck Knox - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5731

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The MCC Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2977

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Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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Laura S Bruce - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2180

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Lewis Kalmans - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3111

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Morgan Stanley Financial Advisors

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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Lisa Ann Gibson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2127

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Graystone Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2134

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The Bollinger Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5058

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Jeffrey Chen - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1350

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Andy Garrett - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2706

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The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2778

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John Husband - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2004

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Victor Palafox - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-968-3173

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Ben B Cravens - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2775

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Kimberly C. Carranza

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6801

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Ann Fredericks

600 Travis
Suite 3700

Houston, TX 77002
515-224-5514

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Greg Sparrow - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5703

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Trent Twaddle

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6833

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Eric Jefferson - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3096

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Daron Edwards - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2773

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The Texas Avenue Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

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Michael Leiser, CRPC - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2853

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Laura Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5807

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Thomas Doggett - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4000

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Adam Horn - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5098

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Robert Snow - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5008

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

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2831

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Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3034

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The Schriber Group - Morgan Stanley

2800 Post Oak Blvd
Suite 3200

Houston, TX 77056
713-966-2120

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Agata Kubis - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

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Rashonner Lillie - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1371

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Morgan Stanley Financial Advisors

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1500

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Jane T Degeorge - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2780

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Anderson/Sheen Team - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

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Marshall Ashmore - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2810

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Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

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Jason Roberts - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Fishbein Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0298

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Richard Markey - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2000

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James Matthews - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3408

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Murray Snow - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2177

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Martin Wheeler - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5735

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Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5020

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James Woldert - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5086

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William H Stubbs - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1510

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Elias Aziz - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2792

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Pat Condon - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2750

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Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5037

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Ann Elizabeth Krieger - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3308

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Shehzad D. Khan - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

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Jeffrey W Elliott - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5024

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Edward Jones - Financial Advisor: Benjamin N Fredrickson, CFP®|CIMA®|CEPA®

12000 Richmond Avenue
Suite 100

Houston, TX 77082
281-493-1555

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Capitalwise Wealth Management

3200 SW Freeway
Suite 1800

Houston, TX 77027
713-402-6499

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Donald Whitehead - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5060

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Prisca Akene

11200 Richmond Ave
Suite 280

Houston, TX 77082
832-850-6344

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Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

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Hiep Nguyen

346-240-3756

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Edward Jones - Financial Advisor: Tweety Thuy Ngo

10001 Westheimer
Suite 2970

Houston, TX 77042
713-266-7290

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Ben Baker Cravens Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5017

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Mark Russell - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2737

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Cathy Buchanan - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4003

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Rafael Locken-Testa - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2187

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Charles B Albright - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2141

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Chandra Barrett

713-953-1699

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Alejandro J. Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
212-271-0459

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Robert E McKelfresh - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2129

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The SRP Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

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

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5048

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Rebecca K Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3112

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Robert McDonald - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2740

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The AHM Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7218

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David A Novelli - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4519

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Jose & Tania Torres Financial Services

738 S. Highway 6
Ste. 100

Houston, TX 77079
281-760-7638

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Jason Bernstein - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3087

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The Cravens Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2775

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The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

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Joseph Radzwill - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2739

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Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

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Peggy W Lyon - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2119

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The Pathways Wealth Management Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5087

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Lewis Metzger - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3001

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Matthew T Leyden - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

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Ray Sinkiewicz - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3073

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The Kalmans Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3111

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Susan McCubbin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2181

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Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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William E Selzer - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5041

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Jim Grimsrud - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3350

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Matthew P Kardesch - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4343

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The Bogert Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2018

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Eric Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3304

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Jenny Lee Vann - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2128

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Talbot Financial

14550 Torrey Chase Boulevard
Suite 245

Houston, TX 77014
832-375-0009

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The Falcon View Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8172

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Greg Eknoyan - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2820

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John Rossi, CEPA - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2804

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Edward Jones - Financial Advisor: Dat D Dao

5718 Westheimer
Suite 1425

Houston, TX 77057
713-977-2132

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Cetera Investors - Houston

5433 Westheimer Road
Suite 800

Houston, TX 77056
713-557-0042

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Andrew McGee - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8187

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The Gulf Coast Group - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0430

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Michael Trahan - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0362

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Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
832-234-2655

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Allstate Personal Financial Representative: Marlon Carter

7171 Highway 6 N
Ste 215

Houston, TX 77095
832-353-8340

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The DePaula Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2465

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Mark Ray Joffrion, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0444

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Jennifer Robbins - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3326

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Allstate Personal Financial Representative: Mark Kenney

6420 Richmond Ave
Ste 326

Houston, TX 77057
281-460-9772

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Spears Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3456

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Susan Wong - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2883

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Houston, TX Branch Office - UBS Financial Services Inc.

4400 Post Oak Parkway
16th and 17th Floor

Houston, TX 77027
713-940-2800

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Gregory M Kroencke - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6813

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Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

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John Pepe - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6844

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Christopher Michael Perry - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7067

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Houston, TX Branch Office - UBS Financial Services Inc.

1000 Main Street
26th Floor

Houston, TX 77002
713-654-0312

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Steve Moss - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3451

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Lisette Mandwee Ndzie

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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Allstate Personal Financial Representative: James Simmons

7155 Old Katy Rd
Ste 274

Houston, TX 77024
713-416-7027

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Zachary Silverman, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

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Allstate Personal Financial Representative: Aldo Munoz-Pepi

8020 Fairbanks N Houston Rd

Houston, TX 77064
915-219-0051