Walsh & Associates

Merrill Lynch Wealth Management

800 Capitol St
Houston, TX 77002
(713) 658-1211
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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.
Walsh & Associates
Merrill Lynch Wealth Management
Welcome

The team’s broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

Recognition
Walsh & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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
Marc Walsh,

CFP®

Senior Vice President, Wealth Management Advisor
713.658.1211
Jeffrey Jordan
Senior Vice President, Wealth Management Advisor
713.658.1471
Conner Jordan,

CFP®

Senior Financial Advisor
713.658.1390
Kathleen A Gain
Assistant Vice President, Wealth Management Associate
713.658.1287
Marina Pochoumenski
Registered Wealth Management Client Associate
713.658.1368
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.
Dianne Walter
Wealth Strategies Advisor
Bank of America, N.A.
James D Fox
Structured Credit Executive
Bank of America, N.A.
Kimberlye Climie
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #319305
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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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.