Sylvia Guerra

Assistant Vice President, Senior Financial Advisor

800 Capitol St
Houston, TX 77002
713.658.1577
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Sylvia’s mission is to help select families and business executives plan for their financial future in a way that best meets their life goals. She is dedicated to creating long-lasting client relationships built on trust by taking the time to clearly understand clients financial needs, family’s values, aspirations, and concerns. Whether a client is planning retirement, saving for children’s education, or implementing a wealth preservation strategy, Sylvia is committed to being present in this financial journey.  By working collaboratively with her clients she designs a customized and evolving roadmap to help clients reach their outmost financial goals, and as life happens make adjustments accordingly.

Her passion and love for helping and treating people with respect was imparted by her parents. Being raised by a humble family of entrepreneurs in a small town in Mexico allowed Sylvia to value that trust is earned and only attained by putting ones heart into it an having professional integrity. These lessons have shaped the person she is today and have become a key component of her financial practice which began 23 years ago.

Away from the office, Sylvia enjoys creating breathtaking memories with her husband of 23 years and children ages 15, 19, 22. Her commitment to helping others doesn’t end with her profession, but extends to the community. Sylvia is devoted to her community’s well-being by being actively involved with the Galveston-Houston Archdiocese and volunteering for the Houston Food Bank.

About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Sylvia Guerra is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.