Find Top Retirement Planners in Houston, Texas

Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

Crawford Mickey McGill - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5855

AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 103

Houston, TX 77057
713-507-1017

Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2036

Justin Swope - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2027

Carl Vincent - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4410

Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

Agata Kubis - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

Eugene Balakirov - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5849

Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

Tiffany D Akre - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1339

Christopher Bridges - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1305

Miller, Swope & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Bradley A Garrett - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2709

Adriana Santoni - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2002

CFO Wealth Management - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

David Covington - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

Nick Schmidt - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3165

Graystone Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2134

Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2708

Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

Alejandro Ayala - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2032

Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

Antonio Opengo - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2720

La Vera Prestage - Ameriprise Financial Services, LLC

5100 Westheimer Rd
Ste 200

Houston, TX 77056
713-588-4461

Chris Rowley - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1328

Khan Lyon Rosin & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Mitchell Lou - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3008

Rick Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

The Texas Avenue Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

Ashnel Delice - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2144

David L. Shine - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2777

Lynn A Schriber - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2120

The Sutton Gross Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3053

Ben Baker Cravens Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5017

D. Scott Uptegraph Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5045

Eric Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3304

Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5020

Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5037

Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2119

Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2761

Phil Duggan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3065

Laura S Bruce - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2180

Vivien W Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5828

The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5000

Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

The Kaplan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

Cynthia Tanaka - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2724

Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3115

Laura White - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3055

Rebecca K Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3112

Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

Terrin R Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2742

Harvey Newton - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2759

Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
832-915-3053

YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1416

Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

Allstate Personal Financial Representative: Ryan Lansford

15127 Draper Rd

Houston, TX 77014
936-520-8594

Allstate Personal Financial Representative: Mark Kenney

6420 Richmond Ave
Ste 326

Houston, TX 77057
281-460-9772

Allstate Personal Financial Representative: Jason Poff

12000 Westheimer Rd
Ste 110

Houston, TX 77077
713-893-8063

Allstate Personal Financial Representative: Penny Morgan

4000 Washington Ave
Ste 301

Houston, TX 77007
713-539-3223

Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

David L. Colon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3007

Morgan Stanley

16055 Space Center Blvd

Houston, TX 77062
281-480-2616

Glen A. Rives - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5023

Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2142

Larry Selzer - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2736

Lloyd Stedman: IBERIABANK Mortgage

8910 Sam Houston Parkway North

Houston, TX 77040
713-624-1398

Kenny Hoover - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3141

The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2778

Brackett Martin Wealth Management - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8168

Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3034

Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1500

Britt Kornmann - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1375

Murray Snow - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2177

Gibson Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Jenny Lee Vann - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2128

Scott Monteverde - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5046

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

4660 Beechnut St
Ste 243

Houston, TX 77096
713-882-1925

Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3094

Joseph Neuhaus Jr. - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2114

Lawrence A Conklin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2773

Divyendu Singh Ph.D.

3200 Southwest Freeway
Suite 1900

Houston, TX 77027
713-499-7638

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

George A. De Vassal - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2766

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

Ben B Cravens - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2775

LifeBridge Financial Group

2211 Norfolk Street
Suite 120

Houston, TX 77098
713-527-8998

Brian Heitshusen - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3061

The May Group Insurance Services

730 North Post Oak Road
Suite 120

Houston, TX 77024
713-807-8264

Mike Cook - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3077

William Frisco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3074

Kate Brock - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2727

KL Financial Services

4801 Woodway Dr.
#360W

Houston, TX 77056
888-292-4230

NOW CFO

19407 Park Row Dr

Houston, TX 77084
877-884-0232

Peterg Smith - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3088

Jason Bernstein - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3087

Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
281-229-5967

Steven M. Thorpe - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5066

The AHM Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7218

Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
281-481-0872

James Woldert - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5086

Gift Hamilton Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

Ray Sinkiewicz - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3073

Austin Stewart - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3138

Janet R Cash - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2791

David A Novelli - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4519

Daron Edwards - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2773

The Kalmans Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3111

Randall Sutton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3109

Jim Grimsrud - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3350

Lewis Kalmans - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3111

Kalyani Sanghavi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1362

Fleetwood Financial Solutions

281-293-7779

Neil Rahimi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1344

Craig Hoffman - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1351

David Riggs - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

Harry Christopher III - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2944

JSC Financial Services

11530 Space Center Boulevard

Houston, TX 77059
281-990-0084

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

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2817

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

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-957-7015

Greg Eknoyan - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2820

Stephen Tolbert - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8106

Edward Ashbaugh - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2833

Matthew P Kardesch - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4343

Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

Cray Martin - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3450

Crystal Maxwell - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2817

Bauer Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2451

Elias Aziz - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2792

Houston, TX Branch Office - UBS Financial Services Inc.

1000 Main Street
26th Floor

Houston, TX 77002
713-654-0312

MainStreet Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8189

Paradise Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2831

Patricia Sayyah - UBS Financial Services Inc.

4400 Post Oak Parkway
16th And 17th Floors

Houston, TX 77027
281-709-0434

Buchanan, James & Associates - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4000

John Rossi, CEPA - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2804

Go & Flood - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2448

Matthews McIntire Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0313

Marcellus E. Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5015

Thomas E Novosad - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4404

Wendell De Grange - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1340

Darrell Pennington - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4422

The Martin Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3450

Michael Trahan - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0362

Inwood Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2804

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

Town Centre One
750 Town and Country Blvd.

Houston, TX 77024
800-437-0010

Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

Jason Roberts - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Tiras Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4400

Clayton Gilcrease - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3447

Fishbein Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0298

Thomas Darin Drake, CIMA, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0433

Houston, TX Branch Office - UBS Financial Services Inc.

4400 Post Oak Parkway
16th and 17th Floor

Houston, TX 77027
713-940-2800

The DePaula Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2465

The MCC Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2977

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

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2844

John Martinez, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-957-7052

Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

Bayou City Financial Advisors, LLC

1400 Broadfield Blvd
Suite 200

Houston, TX 77084
832-654-1763

Cecilia Garcia - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

Scott Campbell - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1386

Matthew Miller - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2028

Andrew Williamson, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2808

Mark Ray Joffrion, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0444

Richard Renaudin - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2950

Michael Leiser, CRPC - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2853

Cameron W Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6895

The Cornerstone Financial Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5000

WR Anderson & Co

2190 North Loop West
Suite 103

Houston, TX 77018
281-974-1965

Westpark Wealth Advisors, Inc.

10205 Westheimer Road
Suite 500

Houston, TX 77042
713-266-2993

David Hergert - Ameriprise Financial Services, LLC

1331 Gemini St
Ste 202

Houston, TX 77058
281-280-0444

Bishop Investment Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

Christopher Michael Perry - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-957-7067

Floyd A Robinson - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2745

The Schriber Group - Morgan Stanley

2800 Post Oak Blvd
Suite 3200

Houston, TX 77056
713-966-2120

Mark Monroe - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3080

Kornmann, Akre & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1375

Linscomb & Williams

1400 Post Oak Blvd.
Suite 1000

Houston, TX 77056
713-840-1000

Jordan Are - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2734

Spears Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3456

J.R. Martinez Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-957-7052

Bentele Owens Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2860

Harry Bucalo, CRPS - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3439

Greg Sparrow - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5703

Marshall Ashmore - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2810

Steve Moss - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3451

Thomas Doggett - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4000

Thomas Griffin - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2847

Andrew McGee - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8187

Financial Freedom Wealth Advisors - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

Robert McDonald - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2740

Carl F. Vincent and Associates - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4410

James Matthews - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3408

Crystal Garrett - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4412

LaMotta Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2973

Thalia Christy Savvidis - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1385

George Joe Kurka - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

Chris Reyes PrimeLending NMLS: 972255

2425 West Loop South Freeway
Suite 120

Houston, TX 77027
281-451-8759

Robert Ariza - SecurityNational Mortgage Company - NMLS 541577

17347 Village Green Dr.
102A

Houston, TX 77040
832-510-9736

The Gulf Coast Group - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0430

K&S Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-957-7085

Audree Begay - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

Watson Wealth Management

1900 West Loop S
Suite 400

Houston, TX 77027
979-693-1588

Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Richard Brent Dvorak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

Rashonner Lillie - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1371

Zientek Advisors

2465 South Kirkwood

Houston, TX 77077
281-496-6152

Jeffrey Chen - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1350

Morris Browne - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0072

Mark Katz - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-957-7080

Zachary Silverman, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-957-7085

STAR GROUP WEALTH MANAGEMENT

2825 Wilcrest Drive
Suite 654

Houston, TX 77042
713-783-3400

Lakeshore Wealth Advisors

2525 Bay Area Blvd
Suite 135

Houston, TX 77058
281-941-7503

Stephen Hernandez - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

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

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2993

Patricia Sayyah - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0434

William Charles Stratton - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2478

Susan Wong - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2883

The Corbell Group - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

Victor Palafox - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-968-3173

Brent Anderson - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2982

Trahan Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0362

Bevill Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2893

The Bollinger Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5058

Lisa Ann Gibson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2127

Donald Whitehead - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5060

Neuhaus Jankowski Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2133

Joseph DePaula, CPWA - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2465

Luvy S Gonzalez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2168

Gregory M Kroencke - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6813

The SRP Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

Cathy Buchanan - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4003

The Bogert Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2018

Charles Vetters - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

Victoria Polinski Smith - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3034

Andrea Smith - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

Dennis J McMahon - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2109

Pat Condon - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2750

Dennis Cahill - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2879

The Sanborn Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2159

Mary E Thomas - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2125

Patrick Lesley - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3017

Charlie Saman - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2754

Carlos J Kuri - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2165

John Anthony Debellis - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3120

Paul Perez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2154

Robert Snow - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5008

Carlos A Alvarado - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2197

Davis-Moody Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2825

Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8143

Robert Nelson Murray Jr - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2135

Chuck Knox - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5731

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

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2132

Chris Montgomery - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2766

Jeffrey W Elliott - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5024

The Condon Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2750

Rodney O Ambrose - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1507

Stefanie Benesh - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3305

The Albright Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2141

Graystone Consulting - Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2134

Will Carsey - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7209

Byron D Hood - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8027

Jeffry Parker - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-6689

The Parker & Herrera Group - Morgan Stanley

600 Travis Street
Suite 3700

Houston, TX 77002
713-512-4545

Michael Moore - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2729

Tonja Stelly - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3123

Richard Markey - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2000

Ashley Randt Kneisly - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2157

Gene Knight - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3118

The Cravens Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2775

William E Selzer - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5041

The Journey Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

Rafael Locken - Testa - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2187

Javier Vargas - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2186

Yusef Lovette - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2731

The Uptegraph Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5010

John Husband - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2004

Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

Jeff Thibault - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2179

Federico Schoenhofer - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-403-1847

Isel Isern - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2716

Luis Olano - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8030

Mark M Fournier - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2713

Gerardo Pena Magana - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2794

Veronica Visbal - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2760

Anderson/Sheen Team - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

Hector E. Contreras - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2748

Thomas Jay Sanders, CRPC - UBS Financial Services Inc.

1000 Main Street, Suite 2600

Houston, TX 77002
713-654-0261

Jenkins & Associates - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-957-7015

Ann Elizabeth Krieger - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3308

Jonathan Parker - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4550

Maria Baez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2175

The Hoover Schmidt Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3123

Travis Batts - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3306

Trent Twaddle - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6833

Myrna Agris - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2735

Jesus Zamarripa - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2793

John Vander Voort - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4462

Gail Stalarow - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5099

Susan McCubbin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2181

Betty Hanlon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3092

Eric Jefferson - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3096

Houston, TX Branch Office - UBS Financial Services Inc.

Clear Lake Office
2525 Bay Area Blvd.

Houston, TX 77058
281-709-0427

Claudia Martinez - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2715

Virginia Hodge - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2481

Doug A Forshagen - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2101

Attigo Wealth Advisors - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2479

William Goldberg, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-350-8033

Monica Woodward - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-8014

The UBS Quintessence Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-403-1858

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

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5048

Adam Horn - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5098

The Conklin Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2773

The Newton Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2759

Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

Rafael Herrera - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4553

J. Morris Jones - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5040

William W Gouldin - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5087

Andrew Kaminsky - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-966-2184

Kelly Kearney - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2710

Tyler Thomas - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3190

Mark Mariani - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3086

Nena Brackett - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8168

Mark Russell - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2737

Matthew T Leyden - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

The Hanlon Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

Lewis Metzger - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3001

David L. Doan - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-8052

Alejandro J. Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
212-271-0459

Kimberly C. Carranza - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6801

Charles A Kitzman - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1452

Peggy W Lyon - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

William M Probe - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-7066

Jalin Casares - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4360

Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
832-335-9756

Allstate Personal Financial Representative: Okwuchi Uhiara

5225 Katy Fwy
Ste 505

Houston, TX 77007
281-673-7375

Allstate Personal Financial Representative: Debanhi Scott

10603 Grant Rd
Ste 108

Houston, TX 77070
713-410-7006

Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

Robert E McKelfresh - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2129

Richard Sanborn - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2159

The Pathways Wealth Management Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5087

Joseph Radzwill - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2739

Scott Ecklund - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3030

Enriquez-Cortina Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Charles B Albright - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2141

Will Gutkowski - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3128

Blake M Jones - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

Robert Kline - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3311

Allstate Personal Financial Representative: Marlon Carter

7171 Highway 6 N
Ste 215

Houston, TX 77095
832-353-8340

Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Jane T Degeorge - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2780

Erich A Canseco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7211

Shehzad D. Khan - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

Justin Ponchak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

Laura Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5807

Antonio Orendain - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2007

Charles J Lamonte - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5048

Michael L Brunner - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2786

Mikel Ham - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3114

Olga Blanchette - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2174

Talbot Financial

14550 Torrey Chase Boulevard
Suite 245

Houston, TX 77014
832-375-0009

Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3146

Hugh Hamilton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3129

David McLaughlin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8021

Cetera Investors - Houston

5433 Westheimer Road
Suite 800

Houston, TX 77056
713-557-0042

Claudia Mollerup-Madsen - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2188

Matthew Savard - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2768

Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
832-234-2655

Allstate Personal Financial Representative: Luis A Ricardo

3336 Richmond Ave
Ste 375

Houston, TX 77098
281-960-8377

Allstate Personal Financial Representative: Jamaal Moore

800 W Belt Pkwy S
Ste 212

Houston, TX 77042
832-651-4886

Allstate Personal Financial Representative: Aldo Munoz-Pepi

8020 Fairbanks N Houston Rd

Houston, TX 77064
915-219-0051

Allstate Personal Financial Representative: Maximo Lopez

9739B N Houston Rosslyn Rd

Houston, TX 77088
713-389-0195

Joshua Mott - Morgan Stanley

5021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1417

Jennifer Robbins - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3326

The Law Firm Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

Carol Ejailat - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5016

Michael Sheen - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4437

The Spartan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3190

Larisa Sanders - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3021

Natalie Wallace - Morgan Stanley

5021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1418

The Waterwall Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5018

Fred Zeller - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

Jonathan Cole - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3023

Arturo Karakowsky - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2139

Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

R Jeffrey Judah - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

The Woldert Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5086

Andy Garrett - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2706

John Pepe - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6844

Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Allstate Personal Financial Representative: James Simmons

7155 Old Katy Rd
Ste 274

Houston, TX 77024
713-416-7027

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

Anthony Makransky - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2728

Samuel O Penni - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

Scott Tiras - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4400

Martin Wheeler - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5735

Find Retirement Planners for Retirement Planning in Houston, Texas

List of Qualified Retirement Planners in Houston, Texas

Allworth Financial

The Goff Financial Group

Financial Synergies Wealth Advisors, Inc.

Copper Mountain Capital

Mint Wealth Management

Edelman Financial Engines, LLC

Retirement Specialist Incorporated

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

List of Additional Retirement Planners in Houston, Texas*