JJ is a Financial Advisor with Merrill Lynch Wealth Management in Houston. He works to educate and assist clients on how their personal and financial goals can be reached. He accomplishes this by listening to each individual's family's objectives and expectations. He then collaborates with his team to create a wealth management approach that is designed to turn all stated goals into realities. He joined Merrill in 2019.
JJ is a graduate of the University of Houston, where he received a bachelor's degree of business administration in finance with a specialized track in personal financial planning. Born and raised in Houston, he is a committed sports fan of all Houston teams. He enjoys spending time with family and friends, especially with his wife and their three sons.
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.
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.
