Green & Associates
5775 N Sam Houston Pkwy W
Houston TX 77086
281.866.6354
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Green & Associates believe good relationships are built through teamwork and involvement and delivered through our advisors, wealth management client associates, and access to the global investment capabilities of Merrill and banking convenience of Bank of America. We want to be your primary source for financial advice and guidance and we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies

Recognition
Eric Winkler
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
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Wednesday, October 23rd 2024| 5:30 - 7 pm
Trust & Estate Planning

Join us for an informative Trust & Estate planning seminar brought to you by the Matula, Stubbs, Winkler, Young, & Green Wealth Management Team. During this event, you will gain a better understanding of the trust & estate planning services we provide through Bank of America. A Trust & Estate planning specialist from Bank of America will be on hand to answer any questions you may have.

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.

Meet Our Team
Susan Green
Senior Vice President, Senior Financial Advisor
281.866.6354
Henry Matula,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
281.866.6326
Jeffrey Stubbs,

CRPC™

Senior Vice President, Senior Financial Advisor
281.588.7115
Eric Winkler,

CFP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
281.866.6343
Shane Young
First Vice President, Sales Manager
281.364.2147
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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.