Henry Matula

Henry Matula, CFP^®, Senior Vice President, Wealth Management Advisor, Portfolio Manager. Henry has a vast amount of experience and knowledge in sophisticated wealth management strategies. As a CERTIFIED FINANCIAL PLANNER^® professional, Henry employs a holistic approach to both asset and liability management. As part of the Merrill Investment Advisory Program, Hank has the flexibility to move quickly to make thoughtful changes to a client's portfolio, if the client chooses to give him that discretionary option. Hank is a graduate of the University of Houston’s C. T. Bauer School of Business with a Bachelor of Business Administration in Finance, and is currently life member of the University of Houston Alumni Association and Cougar Pride. He continued studies at the University of Pennsylvania’s Wharton School and completed the Executive Education Program in 2003. His current licensing includes: Group 1 Texas Life and Health, and Series 6, 7, 63, and 65 FINRA registrations. Hank and his wife Tanya live in Houston, Texas and enjoy spending time with their two sons, Brandon and Devon.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.","Henry Matula, CFP, Senior Vice President, Wealth Management Advisor, Portfolio Manager. Henry has a vast amount of experience and knowledge in sophisticated wealth management strategies. As a Board CERTIFIED FINANCIAL PLANNER^™ professional, Henry employs a holistic approach to both asset and liability management. As part of the Merrill Investment Advisory^® Program, Hank has the flexibility to move quickly to make thoughtful changes to a client's portfolio, if the client chooses to give him that discretionary option. Hank is a graduate of the University of Houston’s C. T. Bauer School of Business with a Bachelor of Business Administration in Finance, and is currently life member of the University of Houston Alumni Association and Cougar Pride. He continued studies at the University of Pennsylvania’s Wharton School and completed the Executive Education Program in 2003. His current licensing includes: Group 1 Texas Life and Health, and Series 6, 7, 63, and 65 FINRA registrations. Hank and his wife Tanya live in Houston, Texas and enjoy spending time with their two sons, Brandon and Devon. The CFP^® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP^® Board’s initial and ongoing certification requirements.


*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. 
 
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.