James Spangler
,

Assistant Vice President, Wealth Management Advisor
NMLS #1591401

800 Capitol St
Houston, TX 77002
713.658.1314
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James Spangler strives to understand what matters most to you and your family. He is the trusted leader of each client's financial journey, and helps ensure that journey's financial complexities are easy to understand. Let's work together to help unlock your financial freedom.
Profile

James Spangler is a Wealth Management Advisor with the Wenzel Group, a nationally recognized wealth advisory team. James spearheads the team's growth and acquisition in Texas. James serves his clients with a singular purpose: to be the trusted leader and wealth manager of their financial journey, whilst building multi-generational relationships in the process. James believes anticipatory service is paramount to client success, and provides personalized wealth strategy and advice to individuals, families, and businesses alike. His areas of proficiency include, but are not limited to:

  • Transitional Events – Retirement, Change of Profession, Purchase/Sale of a Business, Inheritance
  • Corporate Benefit Programs – Equity Compensation, Defined Benefit/Contribution Plans, Deferred Compensation
  • Trust & Estate Planning Strategies- Legacy Planning & Wealth Transfer
  • Charitable Giving, College Education Funding, Home Purchases, Credit, and Lending through Bank of America

Ongoing professional education is an essential commitment James makes to his clients, striving for consistency and constant evolution alongside markets, regulations, and opportunities. James is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Private Wealth Advisor® (CPWA®) and the Retirement Benefit Consultant designations. James currently holds his Series 7 and 66 FINRA registrations. 

James earned his B.B.A in Finance from the University of Miami, also obtaining a Minor in Spanish. James remains an avid Hurricane and is involved with alumni associations around the country. In his free time, James enjoys attending Houston sporting events and spending time with his family, friends, and mini goldendoodle, Samson.
About Me
Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
John R Hudspeth
Senior Consultant
856.231.5520
Lindsey Hudspeth,

ChFC®, CPFA™, CRPC™

Relationship Manager
856.231.5526
Christine M Caporale
Wealth Management Associate
856.231.5525
Chelsea Sieczkowski
Registered Wealth Management Client Associate
856.231.5641
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.
Kimberlye Climie
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #319305
Timothy Sells
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.

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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 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.
James A. Spangler is registered to do business in AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.