Your team
TSPN Wealth Management Group
800 Capitol St
Houston, TX 77002
(713) 658-1555
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TSPN Wealth Management Group
Merrill Lynch Wealth Management
800 Capitol St
Houston, TX 77002
(713) 658.1555
(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.
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
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.)
Show More Recognitions
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
713.658.1546
Jason Whitley,
CPFA™, CRPC™, CRPS™
Senior Vice President, Senior Financial Advisor
713.658.1237
713.658.1237
David Smith,
CIMA®, CRPC™, CRPS™
Assistant Vice President, Senior Financial Advisor
713.658.1255
713.658.1255
Tyler Fuqua
Assistant Vice President, Registered Wealth Management Client Associate
713.658.1280
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
George Richardson
Residential Real Estate Specialist
Bank of America, N.A.
NMLS #621194
Insights
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 SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
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.