FERTITTA VMT WEALTH MANAGEMENT
Merrill Lynch Wealth Management
7675 Folsom Drive
Building 200
Beaumont TX 77706
(409) 899.0154
Learn more about an advisor's background on
Recognition
Taylor Fertitta
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
The VMT Difference

It is typical practice in our industry for clients to be served by two people, a financial advisor and a client associate. Not at VMT. We use an integrated, "teamed" approach, with three professionals serving each client. We realized that adding a third person would streamline communications.The VMT way is to serve clients with a financial advisor, a wealth planner, and at least one administrative associate.You will work closely and intensively with your financial advisor as you develop a personal, customized wealth management strategy. Your wealth planner is there to reach out to you, to hear your questions and concerns, and to coordinate the implementation of appropriate solutions while our client associates stand ready to help you with all of your administrative needs. A Process of Disciplined Advice and GuidanceManaging wealth, deploying investment capital and building diversified portfolios is very complicated today. We don't improvise; we focus on process.Our approach is rooted in portfolio management techniques used by large institutional investors, such as endowment funds and pension plans.

Meet Our Team
Taylor Fertitta
Senior Vice President, Senior Financial Advisor
409.899.0154
Nestor Vicknair,

CIMA®

Managing Director, Wealth Management Advisor
713.658.1598
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.