Duane Bolpa

Vice President, Senior Financial Advisor

17225 El Camino Real
Houston, TX 77058
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

Duane Bolpa is a Senior Financial Advisor in the Houston Merrill Lynch Wealth Management office. As a Senior Financial Advisor, Duane assists clients in developing long-term wealth plans. A graduate from the University of Houston, Duane has a BBA in Accounting and Finance and has been in the financial services industry for 16 years. Duane joined Merrill in 2007.
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.

About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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Duane Bolpa is registered to do business in AL, AR, CA, CO, FL, LA, MA, NC, NM, NY, TN, TX, UT, VA.