Wise/Flores Team

Merrill Lynch Wealth Management

800 N. Shoreline Blvd.
Suite 1800N
Corpus Christi, TX 78401
(361) 887-4306
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Wise/Flores Team
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.

Recognition
Joseph Wise
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Wise/Flores Team
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Joseph Wise,

CRPC™

Senior Vice President, Senior Resident Director
361.887.4306
Teresa Flores,

CPFA™

First Vice President, Senior Financial Advisor
361.887.4389
Marianne Carlson
Wealth Management Client Associate
361.887.4393
Edward Joos
Wealth Management Client Associate
361.887.4321
SHARON SQUYRES
Registered Wealth Management Client Associate
361.887.4344
Krysten Shanae Elliott
Wealth Management Client Associate
361.887.4396
J Elizabeth Mccartney Duhan
Officer, Wealth Management Client Associate
361.887.4302
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.
Jason C Glines
Regional Lending Specialist
Bank of America, N.A.
NMLS #1067709
Daniel Scalley
Wealth Strategies Advisor
Bank of America, N.A.
Mary Elizabeth Murphy
Retirement Specialist
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.