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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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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston,TX 77046

713-850-8900

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Allworth Financial

Allworth Financial

1800 West Loop South, Suite 1980

Houston,TX 77027

888-242-6766

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Sovereign Wealth Advisors

Sovereign Wealth Advisors, LLC

1 Sugar Creek Center Blvd Ste 340

Sugar Land,TX 77478

281-491-2800

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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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R. Jeff Green

Rightway Investments, PLLC

7 Thorn Berry Place

The Woodlands,TX 77381

713-304-6199

List of Additional Retirement Planners in Houston, Texas*

* Additional advisor listing is provided in partnership with Yext

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Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

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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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AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

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Brian Heitshusen - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3061

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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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Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

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Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

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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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Alejandro J. Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
212-271-0459

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Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

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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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T. Jackson and Company

9720 Cypresswood Drive
Suite 120

Houston, TX 77070
281-890-5800

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Carlos Guerra - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3075

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Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2142

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Adam Horn - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5098

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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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Miguel Posada - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3072

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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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Allstate Personal Financial Representative: Jason Poff

12000 Westheimer Rd
Ste 110

Houston, TX 77077
713-893-8063

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Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
832-915-3053

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Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

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Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

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Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

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Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

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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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Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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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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Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

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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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Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
832-234-2655

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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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Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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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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Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

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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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Anthony S Hensley - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2778

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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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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 Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

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Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2708

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Peterg Smith - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3088

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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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David McLaughlin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8021

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Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

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Aleta M Scott

713-953-1699

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The Atherton Team - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3434

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Yusef Lovette - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2731

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Hiep Nguyen

346-240-3756

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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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Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

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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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Vivian A O'Leary - Morgan Stanley

2800 Post Oak Blvd.
18th Floor

Houston, TX 77056
713-965-5075

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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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Marcellus E. Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5015

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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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Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

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Green Financial Group

6363 WoodWay Drive
Suite 625

Houston, TX 77057
713-244-3030

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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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Chinedu Onuba

713-780-9989

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Wan Yang

10700 Richmond Ave.
Suite 107

Houston, TX 77042
713-780-8808

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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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Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

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

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2132

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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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Dennis Kainer

1500 Waugh Dr

Houston, TX 77019
281-728-1739

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

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5048

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LifeBridge Financial Group

2211 Norfolk Street
Suite 120

Houston, TX 77098
713-527-8998

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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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Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
281-229-5967

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Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3034

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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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Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
281-481-0872

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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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Craig Hoffman - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1351

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Randall Sutton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3109

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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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Talbot Financial

14550 Torrey Chase Boulevard
Suite 245

Houston, TX 77014
832-375-0009

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Mikel Ham - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3114

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The Kroencke Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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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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Tiras Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4400

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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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Mark Ray Joffrion, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0444

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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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Nick Schmidt - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3165

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Jane T Degeorge - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2780

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Rafael Herrera - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4553

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Jennifer Robbins - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3326

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Divyendu Singh Ph.D.

3200 Southwest Freeway
Suite 1900

Houston, TX 77027
713-499-7638

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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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Cecilia Garcia - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

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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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Zientek Advisors

2465 South Kirkwood

Houston, TX 77077
281-496-6152

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Speight Asset Management

8300 FM 1960 West
Suite 450

Houston, TX 77070
281-469-7284

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The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

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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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Christopher Bridges - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1305

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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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Douglas Dawson - Dawson Financial Services

1 Riverway

Houston, TX 77056
713-333-9900

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Terry Bradford - Ameriprise Financial Services, Inc.

10375 Richmond Ave
Ste 1420

Houston, TX 77042
281-578-3839

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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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Osgood & Associates, P.C.

12 Greenway Plaza
Suite 1100

Houston, TX 77046
713-425-4949

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Mark Mariani - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3086

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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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Barbara Paige - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1381

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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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Westpark Wealth Advisors, Inc.

10205 Westheimer Road
Suite 500

Houston, TX 77042
713-266-2993

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WR Anderson & Co

2190 North Loop West
Suite 103

Houston, TX 77018
281-974-1965

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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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Blake M Jones - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

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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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Lakeshore Wealth Advisors

2525 Bay Area Blvd
Suite 135

Houston, TX 77058
281-941-7503

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Family Heritage Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7009

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Jordan Are - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2734

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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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Chris Reyes PrimeLending NMLS: 972255

2425 West Loop South Freeway
Suite 120

Houston, TX 77027
281-451-8759

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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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Harry Bucalo, CRPS - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3439

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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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Chris Montgomery - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2766

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STAR GROUP WEALTH MANAGEMENT

2825 Wilcrest Drive
Suite 654

Houston, TX 77042
713-783-3400

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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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Fleetwood Financial Solutions

281-293-7779

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JSC Financial Services

11530 Space Center Boulevard

Houston, TX 77059
281-990-0084

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The Martin Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3450

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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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Richard Brent Dvorak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

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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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R Jeffrey Judah - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

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Kenny Hoover - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3141

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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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Charles Vetters - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

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The Kaplan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

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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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Bayou City Financial Advisors, LLC

1400 Broadfield Blvd
Suite 200

Houston, TX 77084
832-654-1763

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Richey Financial Services

1900 West Loop S
Ste 400

Houston, TX 77027
713-496-3147

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Cetera Investors - Houston

5433 Westheimer Road
Suite 800

Houston, TX 77056
713-557-0042

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NOW CFO

19407 Park Row Dr

Houston, TX 77084
877-884-0232

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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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ZT Wealth Advisory

1535 West Loop South
Suite 450

Houston, TX 77027
713-627-2100

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KL Financial Services

4801 Woodway Dr.
#360W

Houston, TX 77056
888-292-4230

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

Town Centre One
750 Town and Country Blvd.

Houston, TX 77024
800-437-0010

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The Newton Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2759

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Fred Zeller - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

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Will Gutkowski - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3128

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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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Allstate Personal Financial Representative: David Colon

15015 Westheimer Pkwy
Ste D1

Houston, TX 77082
202-460-1365

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Morgan Stanley Financial Advisors

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5000

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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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Edward Jones - Financial Advisor: Barry Dvoracek

11767 Katy Freeway
Ste 490

Houston, TX 77079
281-870-0100

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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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Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

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Travis Batts - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3306

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Carol Ejailat - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5016

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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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Thalia Christy Savvidis - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1385

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Sovereign Coast Wealth Advisors LLC

3120 Southwest Freeway
Suite 500

Houston, TX 77098
361-884-0008

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Morgan Stanley Financial Advisors

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

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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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Beacon Financial Planning

2525 Robinhood Street

Houston, TX 77005
281-953-7442

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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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Matthew Miller - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2028

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William Charles Stratton - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2478

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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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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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Mitchell Jacobs - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0240

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Virginia Hodge - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2481

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Electronic Resource Hub

713-283-6193

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Watson Wealth Management

1900 West Loop S
Suite 400

Houston, TX 77027
281-603-3388

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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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Cain M Cunningham - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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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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The Schriber Group - Morgan Stanley

2800 Post Oak Blvd
Suite 3200

Houston, TX 77056
713-966-2120

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Lloyd Stedman: IBERIABANK Mortgage

8910 Sam Houston Parkway North

Houston, TX 77040
713-624-1398

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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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Neil Rahimi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1344

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Gurpreet Singh

832-758-3885

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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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James R. McDonald III - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3126

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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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Tiffany D Akre - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1339

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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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Jonathan Cole - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3023

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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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Thomas E Novosad - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4404

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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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Inwood Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2804

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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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Brad Bishop - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

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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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Johanna Delgado Naranjo

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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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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Crystal Maxwell - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2817

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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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Pennington Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4422

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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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Stephen Hernandez - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

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The Sanborn Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2159

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

4660 Beechnut St
Ste 243

Houston, TX 77096
713-882-1925

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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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J. Morris Jones - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5040

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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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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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Dolores Lemus

713-780-9989

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Jovita Achife

6200 Savoy Dr.
#701

Houston, TX 77036
713-779-8888

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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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Nathan G Birney - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2761

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David L. Doan - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-8052

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William Frisco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3074

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Nelson Scroggins - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3016

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MacNaughton & Associates

3355 West Alabama
Suite 180

Houston, TX 77098
713-955-7664

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Charlie R Saman - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2754

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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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Sergio G Weitzman - Ameriprise Financial Services, Inc.

10000 Memorial Dr
Ste 460

Houston, TX 77024
713-954-4930

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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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Murray Snow - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2177

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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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Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3094

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Daron Edwards - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2773

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Oge Omorojie

713-780-9989

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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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Morgan Stanley Financial Advisors

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1500

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

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2993

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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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Victoria Polinski Smith - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3034

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The Hanlon Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

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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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Matthew P Kardesch - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4343

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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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Vivien W Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5828

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Jim Grimsrud - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3350

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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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Joseph Lee Silva - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

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Norman Chu - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1336

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Capitalwise Wealth Management

3200 SW Freeway
Suite 1800

Houston, TX 77027
713-402-6499

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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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Zachary Silverman, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

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Valeria Nahjell Awah Ngafor

713-953-1699

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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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Michael Moore - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2729

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Scott Ecklund - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3030

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Chandra Barrett

713-953-1699

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Justin Ponchak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

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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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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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The Falcon View Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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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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Allstate Personal Financial Representative: James Simmons

7155 Old Katy Rd
Ste 274

Houston, TX 77024
713-416-7027

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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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Jalin Casares - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4360

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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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Viva Financial Group

3013 Fountain View Dr
#165

Houston, TX 77057
832-883-7375

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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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Ashnel Delice - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2144

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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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First Command Financial Advisor - Chad Payment

10700 Richmond Ave
Suite 300

Houston, TX 77042
832-519-9479

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Anderson/Sheen Team - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

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Gift Hamilton Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3129

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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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The Uptegraph Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5010

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Arturo Karakowsky - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2139

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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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Morgan Stanley Financial Advisors

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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Carlos Kuri - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2165

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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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Bauer Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2451

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Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3146

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Lewis Kalmans - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3111

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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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Hector E. Contreras - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2748

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Laura White - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3055

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Bay Area Private Wealth Group, LLC

1002 Gemini St.
Suite 122

Houston, TX 77058
713-943-1969

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Stefanie Benesh - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3305

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Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3115

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John Pepe - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6844

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Austin Stewart - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3138

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Eric Jefferson - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3096

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Edward Jones - Financial Advisor: Christopher S Englander

11767 Katy Freeway
Ste 490

Houston, TX 77079
281-870-0100

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Laura Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5807

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Xiangjun Pan

10700 Richmond Ave.
#266

Houston, TX 77042
832-742-8109

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Billy Jarrell

10700 Richmond Ave.
Suite #330

Houston, TX 77042
346-240-3756

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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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Brad Bishop - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

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The Sutton Gross Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3053

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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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William E Selzer - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5041

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Terrin R Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2742

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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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Signature Wealth Management - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
713-654-0253

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Will Carsey - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7209

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Susan McCubbin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2181

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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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Veronica Visbal - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2760

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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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Edward Jones - Financial Advisor: Benjamin T Canfield

757 N Eldridge
Ste 770

Houston, TX 77079
713-984-8620

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Robert Kline - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3311

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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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Ashley Randt Kneisly - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2157

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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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Edward Jones - Financial Advisor: Tweety Thuy Ngo

10001 Westheimer
Suite 2970

Houston, TX 77042
713-266-7290

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The Journey Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

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Morgan Stanley Financial Advisors

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

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Demi Chan - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2173

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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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Harry Christopher III - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2944

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Thomas Jay Sanders, CRPC - UBS Financial Services Inc.

1000 Main Street, Suite 2600

Houston, TX 77002
713-654-0261

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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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Callender Family Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2986

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Dennis Cahill - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2879

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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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The Parker & Herrera Group - Morgan Stanley

600 Travis Street
Suite 3700

Houston, TX 77002
713-512-4545

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Morgan Stanley Financial Advisors

16055 Space Center Blvd

Houston, TX 77062
281-480-2616

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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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Allstate Personal Financial Representative: Christopher Sevier

2500 West Loop S
Ste 120b

Houston, TX 77027
832-315-9419

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Matthews McIntire Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0313

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Phil Duggan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3065

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Edward Jones - Financial Advisor: Mark A Magee

14800 Saint Marys Ln
Ste 101

Houston, TX 77079
713-266-7290

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John Anthony Debellis - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3120

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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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Charles A Kitzman - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1452

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Andrea Smith - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

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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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Andrew Pisechko - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6834

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The Spartan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3190

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Luis Olano - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8030

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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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John Husband - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2004

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Bentele Owens Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2860

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Antonio Orendain - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2007

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Mark Katz - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7080

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The Condon Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2750

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Allstate Personal Financial Representative: Robert Budavich

9739 N Houston Rosslyn Rd

Houston, TX 77088
713-410-8683

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Allstate Personal Financial Representative: Tosin Komolafe

6100 S Greenpark Dr
Ste A

Houston, TX 77072
832-430-7517

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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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Justin Swope - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2027

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David Hergert - Ameriprise Financial Services, LLC

1331 Gemini St
Ste 202

Houston, TX 77058
281-280-0444

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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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Greg Sparrow - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5703

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Buchanan, James & Associates - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4000

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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