THE SMITH GROUP

Merrill Lynch Wealth Management
17225 El Camino Real
Suite 200
Houston, TX 77058
(281) 212-9145
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At The Smith Group, we measure success against your success. With an understanding of your unique priorities and financial situation, we can help you plan for the retirement you’ve always envisioned.
THE SMITH GROUP
Merrill Lynch Wealth Management
Welcome

At The Smith Group, we measure success against your success. With an understanding of your unique priorities and financial situation, we can help you plan for the retirement you’ve always envisioned.

About Us
Mission Statement

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
William Smith,

CRPC™

Senior Vice President, Resident Director
281.212.9145
Sally Praker
Registered Senior Wealth Management Client Associate
281.212.9146
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.
Mary Elizabeth Murphy
Retirement Specialist
Bank of America, N.A.
Ryan Casey
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Katya Garza
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #966891
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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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.