TSPN Wealth Management Group

Merrill Lynch Wealth Management

800 Capitol St
Houston, TX 77002
(713) 658-1555
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At TSPN, we believe lasting wealth is built on straightforward guidance and prudent choices. Our team purposefully avoids risky investments, financial trends, and overly complex strategies, focusing instead on combining world-class resources with personalized, informed support. We serve a select group of organizations and their employees, and apply the breadth of Merrill’s vast resources to pursue clients’ greatest goals — while working to preserve their financial futures.
TSPN Wealth Management 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
Jeremy Newton
Managing Director, Wealth Management Advisor
Forbes "America’s Top Wealth Management Teams High Net Worth", 2023
(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
Show more recognition
Meet Our Team
Jeremy Newton,

CEPA®, CFP®, CPWA®, CRPC™, CRPS™

Managing Director, Wealth Management Advisor
713.658.1546
Paul Margraves
Managing Director, Senior Financial Advisor
713.658.1555
Stephen Lamb
Senior Vice President, Wealth Management Advisor
713.658.1549
Randal Simpson,

CFP®

First Vice President, Wealth Management Advisor
713.658.1547
Michael Turner
Vice President, Financial Advisor
713.658.1369
Jason Whitley,

CRPC™, CRPS™

Senior Vice President, Senior Financial Advisor
713.658.1237
Timothy White,

ChFC®

Vice President, Wealth Management Advisor
713.658.1273
Matthew Jewell,

CFP®

Vice President, Wealth Management Advisor
713.658.1627
Fredrick Nwosu,

CEPA®

Vice President, Resident Director
713.658.1379
Jelena Zhang
Senior Financial Advisor
713.658.1689
David Smith,

CRPC™, CRPS™

Assistant Vice President, Senior Financial Advisor
713.658.1255
Corey DiFazio
Senior Financial Advisor
713.658.1427
Daniel Wallach
Financial Advisor
713.658.1370
Johnny DeForest,

CFP®, CRPC™, CRPS™

Financial Advisor
713.658.1245
Jennifer Medrano
Financial Advisor
713.658.1605
Jacoby West,

CRPC™

Financial Advisor
713.658.1406
John Kim Yambao
Senior Consultant
713.658.1366
Natasha Prodan
Wealth Management Client Associate
713.658.1445
Sylvia Guerra
Assistant Vice President, Senior Financial Advisor
713.658.1577
Madison Spahr,

CRPC™

Financial Advisor
713.658.1534
Kate Walker,

CRPC™

Officer, Business Manager
713.658.1246
Mikenzi Bredehoft,

CRPS™

Registered Wealth Management Client Associate
713.658.1267
L Quinn Looper
Registered Wealth Management Client Associate
713.658.1426
Eli Horn
Registered Wealth Management Client Associate
713.658.1219
Tyler Fuqua
Assistant Vice President, Registered Wealth Management Client Associate
713.658.1280
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.
Chilel Khan
Wealth Management Banking Specialist
Merrill
Daniel Colt
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #39170
Merrill Lynch Logo
George Richardson
Residential Real Estate Specialist
Bank of America, N.A.
NMLS #621194
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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CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.
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.
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.