The McCracken Salazar Bhakta Group

Merrill Lynch Wealth Management

800 N. Shoreline Blvd.
Suite 1800N
Corpus Christi, TX 78401
(361) 887-4304
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Our mission is helping you simplify your entire financial life with a high quality service experience.  Getting to know you personally and understanding your life goals is essential in us creating and implementing a well-crafted financial strategy.
The McCracken Salazar Bhakta Group
Merrill Lynch Wealth Management
Welcome

The McCracken Salazar Bhakta Group has over 100 years combined of financial markets experience, and clients have entrusted us with approximately $656 million in assets as of January 1, 2024. Our primary goal is to understand clients and help them achieve their goals. Once we understand their financial situation and needs, we use our group knowledge and experience to provide available strategies. These services go beyond investments and include life insurance, education planning, retirement planning, and estate planning services as well as credit and lending services from Bank of America, N.A.

Our group also has knowledge and experience in helping individuals with concentrated stock positions. We offer these clients diversification strategies and utilize options to generate income and/or reduce risk.

We believe clients benefit from our in-depth Wall Street institutional fixed income experience. This experience allows us to give clients that are looking to diversify away from the stock market advice on fixed income instruments and individual bonds.

Our group also gives clients the ability to choose between having discretionary and/or non-discretionary accounts. A discretionary account passes the day to day decision making to our group freeing clients with time and energy to focus on their daily routines. 

Our group includes two service associates whose mission is to enhance the client experience and integrate banking services from Bank of America, N.A.


* Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor. 

Recognition
The McCracken Salazar Bhakta Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Luciano Salazar,

CRPC™

Senior Vice President, Senior Financial Advisor
361.887.4319
Anne Hale
Vice President, Senior Financial Advisor
361.887.4304
Kaushik Bhakta
Assistant Vice President, Financial Advisor
361.887.4333
Marisa Decker,

AAMS™

Relationship Manager
361.887.4335
Marissa A Carabajal
Officer, Registered Wealth Management Client Associate
361.887.4301
Christie L Nitzel
Wealth Management Client Associate
361.887.4378
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.
Elva V Lopez
Wealth Management Banking Specialist
Merrill
Herlinda Lopez
Regional Lending Specialist
Bank of America, N.A.
NMLS #630303
Brenda Dolan
Wealth Strategies Advisor
Bank of America, N.A.
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.