Vicki Merwin
,

Vice President, Senior Financial Advisor

800 Capitol St
Houston, TX 77002
713.658.1242
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My mission is to understand your needs, the priorities of your family, and how you envision your eventual legacy. By connecting all of the pieces of your financial affairs, my goal is to help you create a blueprint toward living the life you desire.
Profile

Prior to joining Merrill Lynch Wealth Management in 2001, Vicki spent 25 years in sales and management for Xerox. Over the past two decades, she has developed a thoughtful understanding of the issues that can impact the financial lives of successful men and women clients and multiple generations of their families throughout Houston and in various states around the country.

 Having spent two decades as a single mother, Vicki finds it extremely rewarding to provide a comfort level and develop a rapport with female investors who may be divorcees or widows. Empathetic and accessible, she has a personal understanding of the wealth management needs of women and can help guide them as they assume full responsibility for their finances. She also offers sophisticated perspectives to help the owners of private companies and other professionals address the unique challenges associated with owning and running a business. 

 Vicki holds the Chartered Retirement Planning Counselor, CRPC® designation. Passionate about understanding every client’s unique story, her goal is to help create a wealth management experience that is thoughtful and thorough. Depending on their distinctive needs, Vicki may draw from a multitude of tools and services, including alternative investments*, separately managed accounts, cash management, stock options analysis, and retirement planning strategies. She is backed by a team of highly credentialed specialists and together they help provide strategic advice and guidance to clients with respect to trust and estate planning services, and customized banking, credit and lending solutions provided through Bank of America.

Born and raised in the Midwest, Vicki moved to Houston in 1970 and married her husband, Rodney, who is a lawyer and native Houstonian. She currently serves of the boards of the Houston Masterworks Chorus, the Anti-Defamation League, and volunteers with The Salvation Army Women's Auxiliary.

Vicki is the proud mother of three daughters and in her spare time she enjoys singing with Night Train, a local jazz trio, acting in community-theater, and playing bridge and golf.

 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Carleen Osina,

AAMS™

Registered Senior Wealth Management Client Associate
713.658.1239
Camdyn Rae Osina
Wealth Management Client Associate
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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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.
Victoria Merwin is registered to do business in CA, CO, FL, LA, MD, MT, NC, NE, NJ, NY, OR, PA, SC, TN, TX, UT, VA, VT.