Founded in 2001, The Hebert/Jones Team has 120 years of combined financial services experience. Our members’ long histories with Merrill Lynch Wealth Management and with one another give us a valuable perspective that we apply in developing personalized wealth management strategies designed to help clients integrate the different aspects of their financial lives. We believe that our camaraderie and commitment to being a consistent resource for the clients we serve are the foundation of the enduring relationships we have built, some of which span approximately 30 years and several generations.
Our team has extensive academic and professional training that we draw on in assisting clients with the serious business of wealth management. We are dedicated to continually improving our skills and knowledge and routinely take courses on a wide range of wealth management and financial services topics. On our team, for example, Joan Hebert and Scott Jones hold the CERTIFIED FINANCIAL PLANNER, CFP certification, as well as the Chartered Retirement Planning Counselor, CRPC designation. This commitment to education helps us stay abreast of new ideas, innovative approaches and important trends, which we feel better prepares us to assist clients.
The clients we serve come from different walks of life and areas of the country, but they all have in common a determination to grow, preserve and distribute their wealth wisely. To assist them in pursuing these goals, we offer a range of services, including retirement and estate planning services, risk management and cash flow management strategies.
As longtime residents of Southeast Texas, we take great pride in assisting our friends and neighbors with their financial needs. We believe that the long-lasting relationships we have developed are based on hard work and mutual understanding and respect. We are committed to providing clients and their families with an outstanding wealth management experience, advising and guiding them on the path toward their most cherished financial goals and aspirations.
A total team approach
In our view, quality wealth management begins by creating quality relationships with clients. The concierge-level service we provide is based on four pillars:
Accessibility We encourage clients to call us anytime with questions or ideas. We enjoy interacting and spending time with clients, in order to gain a deeper understanding of who they are and what is important to them.
Attentiveness Every interaction with clients presents an opportunity to listen actively and learn about their values and family or business dynamics.
Responsiveness We seek to react to clients’ needs quickly and efficiently, giving requests, both large and small, our full attention.
Communication Whether clients prefer frequent check-ins by telephone or e-mail, occasional face-to-face interactions through videoconferencing or in-person meetings, we are committed to keeping them up-to-date on their portfolios' performance and abreast of global events and market fluctuations that might affect their progress toward their short- and long-term goals.
When working with you, we take the time to develop a thorough understanding of who you are, how you think and what matters most to you. By gaining an intimate knowledge of your priorities, we can help you create a strategy for pursuing your vision of the future.
In our first meetings with you, we do more than discuss your assets—we seek to gain a complete picture of your financial situation by asking questions to determine where you are, where you want to be and what's important to you. The information you share will assist us in forming a picture of your current situation and identifying the resources available to help you pursue your goals, whether they involve generating a sustainable income stream in retirement or helping to fund the next generation's higher education.
Using Wealth Outlook®, Merrill's proprietary brokerage report, we can analyze the different elements of your finances, including assets and liabilities, help you prioritize your goals and examine the trade-offs you may need to make in pursuing them. Based on this information, we propose customized strategies tailored to your objectives, risk tolerance, liquidity needs and time horizon.
Later we will meet with you regularly, to review your progress toward your objectives and to learn about any changes in your situation. We will also keep you informed of developments in the financial markets that could affect your positions, positively or negatively. This active communication allows us to suggest adjustments to your strategy, as required.
CFP®, CRPC™
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.
