Margaret Kirby
,

Vice President, Wealth Management Advisor

800 Capitol St
Houston, TX 77002
713.658.1319
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Margaret currently works as a Wealth Management Advisor in the Houston Downtown Merrill Lynch Wealth Management office, where she focuses on total wealth management and provides solutions for personal and business finances, as well as foundations and endowments based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation. Margaret has a defined process by which she works with each client. She insists on understanding the specific situations of the people she works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress we are making together toward reaching those goals and objectives. With Margaret, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Margaret meets regularly with clients to help ensure their financial lives are consistent with their current circumstances. Margaret is a graduate of the University of Texas and has been in the financial services industry with Merrill Lynch Wealth Management since 1997. Margaret holds a Certified Investment Management Analyst®, CIMA® designation from The Investments & Wealth Institute (The Institute) and taught in conjunction with The Wharton School of Business and is recognized as a CERTIFIED FINANCIAL PLANNER, CFP® professional by the Certified Financial Planner Board of Standards, Inc. Margaret is active in numerous charitable organizations in the Houston area and is honored to have received the Merrill Lifetime Community Achievement Award in 2002.

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.
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.
Margaret Kirby is registered to do business in AZ, CA, CO, FL, GA, HI, IA, IN, LA, MT, NC, NM, NV, NY, OH, TX, WA.