Ruszkowski-Fisher Group

Merrill Lynch Wealth Management
17225 El Camino Real
Suite 200
Houston, TX 77058
(281) 212-9132
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Ruszkowski-Fisher Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the 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.
Ruszkowski-Fisher Group
Merrill Lynch Wealth Management
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.

Supporting a strong retirement plan and helping to keep it on track

The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

For Plan Sponsors

Your role as a plan sponsor is more challenging than ever, and it’s not something to face alone. We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services 1 and Education and Plan Services 2 appropriate for your plan.

Recognition
Kevin Ruszkowski
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Meet Our Team
Micheal Fisher,

ChFC®, CFP®, CKP®, CPFA™, CRPC™, CRPS™

Senior Vice President, Wealth Management Advisor
281.212.9132
Kourtney DiGulio
Wealth Management Client Associate
Kevin Ruszkowski,

CPFA™

Senior Vice President, Wealth Management Advisor
281.212.9129
Kristin Haynes,

CFP®

Assistant Vice President, Senior Financial Advisor
281.212.9138
Kyle Ruszkowski,

CPFA™

Financial Advisor
281.212.9168
Maxwell Stover,

CPFA™

Financial Advisor
281.212.9116
Erica J East
Registered Wealth Management Client Associate
281.212.9148
Rachael Orr
Wealth Management Client Associate
281.212.9159
Teresa Rae Taylor
Wealth Management Client Associate
281.212.9131
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
James D Fox
Structured Credit Executive
Bank of America, N.A.
Katya Garza
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #966891
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.