Jeff Masters

Senior Vice President, Wealth Management Advisor
2800 Post Oak Blvd
Houston TX 77056
(713) 840.4754
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

Jeff Masters is a Wealth Management Advisor, Senior Vice President and a partner on the Gentry, Masters & Associates Wealth Management Team within Merrill Lynch Wealth Management. Jeff joined the company in 2012 and brings the power of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank together for our valued clients.

As a Wealth Management Advisor Jeff assists clients by helping them manage their individual wealth to meet their individual needs. Jeff focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.

Jeff is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, Jeff is a CPWA® certificant, a designation awarded by the Investments & Wealth Institute. Jeff graduated from Texas Christian University in 2009 and attended Southern Methodist University for the educational component of his CFP® certification. He is an Ironman Triathlete and enjoys cycling, golfing, and skiing. He is married to his wonderful wife, Katie, who is a STEM teacher at River Oaks Baptist School. They have an incredible son, Jagger, and an amazing daughter, Juniper.

Recognition
Forbes "Best-in-State Wealth Advisors", 2025-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Next-Gen Wealth Advisors Best-in-State", 2024-2026
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Click here to learn more about advisor recognitions
About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Insights
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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Jeff Masters is registered to do business in AK, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MN, MO, NC, NE, NM, NY, OK, SD, TX, VT, WA, WI.
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.
Investments & Wealth Institute® (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.