Tyler Bybee Lane Morales Group

Merrill Private Wealth Management

800 Capitol St
Houston, TX 77002
(713) 632-8367
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As a Private Wealth Management team, we are focused on serving a limited number of clients, so we can deliver the attention and solutions you need and deserve. We offer guided access to the vast resources available through Merrill and Bank of America. And we have experience working with clients like you and specialized training to help address the complexities of an evolving world.
Tyler Bybee Lane Morales 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.

Videos
Looking at your wealth from every angle
Recognition
Malia Morales
Senior Vice President, Private Wealth Advisor
Forbes' "America's Top Women Wealth Advisors", 2019, 2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes' "America's Top Next-Generation Wealth Advisors", 2018, 2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Working Mother "Top Wealth Adviser Moms", 2020-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2019-2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top State-by-State Advisors", 2020
(Published on January 16, 2020. Rankings based on data as of June 30, 2019.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022, 2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Show more recognition
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
John Tyler,

ChFC®, CEPA®

Senior Vice President, Private Wealth Advisor
713.632.8364
Joseph Bybee,

CFA

Senior Vice President, Private Wealth Advisor
713.632.8356
Malia Morales,

CDFA®, CIMA®, CRPC™, SE-AWMA™

Senior Vice President, Private Wealth Advisor
713.632.8373
Tyler Lane,

CFA

Senior Vice President, Private Wealth Advisor
713.632.8367
Mack Kraycirik,

CPWA®

Vice President, Senior Private Wealth Planner
713.632.9008
Jeremi Zabel,

AAMS™

Vice President, Private Wealth Senior Business Manager
713.632.8359
Katelyn Whittaker
Wealth Management Specialist
713.632.8327
Victor Hsu,

AAMS™

Vice President, Private Wealth Senior Investment Manager
713.632.8352
Michael West,

CRPC™

Officer, Registered Private Wealth Client Associate
713.632.8371
Dolores R Chavira
Senior Private Wealth Client Associate
713.632.8372
Theodore R Ellsworth
Senior Relationship Manager
713.632.8358
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
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.