The Gladstein Levitt Rozelle Spence Group

Merrill Lynch Wealth Management

800 Capitol St
Houston, TX 77002
(713) 658.1649
Learn more about an advisor's background on
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.
The Gladstein Levitt Rozelle Spence 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.

Recognition
Mark Gladstein
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2010-2011, 2013-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
The Gladstein Levitt Rozelle Spence 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.)
Meet Our Team
Mark Gladstein
Managing Director, Wealth Management Advisor
713.658.1649
Daniel Levitt
Senior Vice President, Wealth Management Advisor
713.658.1348
Penny Rozelle,

CKP®, CPFA™, CPWA®, CRPC™, CRPS™

Senior Vice President, Wealth Management Advisor
713.658.1535
Mallory Spence,

CEPA®, CFP®, CPFA™

Vice President, Wealth Management Advisor
713.658.1338
Nida Bahalim,

AWMA™

Officer, Business Manager
713.658.1396
Jennifer S Morgan,

AAMS™

Assistant Vice President, Wealth Management Associate
713.658.1641
Alejandra Valerio Silva,

CPFA™, CRPS™

Officer, Registered Wealth Management Client Associate
713.658.1232
Silvia Marisol Zelaya
Wealth Management Client Associate
713.658.1490
Marina Stevens
Wealth Management Client Associate
713.658.1354
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.
Adrian Gonzalez
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620223
James D Fox
Structured Credit Executive
Bank of America, N.A.
Billie Pearson
Wealth Management Banking Specialist
Merrill
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo 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.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.