VMT Wealth Management

Merrill Lynch Wealth Management

800 Capitol St
Houston, TX 77002
(713) 658.1598
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VMT Wealth Management provides our clients with a high quality wealth planning experience.  We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to understand.
VMT Wealth Management
Merrill Lynch Wealth Management
Welcome

At VMT Wealth Management, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service. We believe we foster a different kind of mindset – one wholly dedicated to advancing the best outcomes for the clients we serve. We’re resolutely focused on a client’s goals and continually strive to exceed expectations. We’re keenly attuned to what matters to you – your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business. 

VMT was ranked #1 on the 2022 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists.
Published annually in November. Rankings based on data as of March 31st the same year.

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Take charge of your financial future
Recognition
Nestor Vicknair
Managing Director, Wealth Management Advisor
Forbes "America’s Top Wealth Advisors", 2016-2024
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Barron's "Top 1,200 Financial Advisors", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
VMT Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Barron’s “Top 250 Private Wealth Management Teams”, 2022-2024
(Published annually in May. Years pre-dating 2024, published as Forbes "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)
About Us
The VMT Difference

It is typical practice in our industry for clients to be served by two people, a financial advisor and a client associate. Not at VMT. We use an integrated, "teamed" approach, with three professionals serving each client. Several years ago, we realized that adding a third person would streamline communications.

The VMT way is to serve clients with a financial advisor, a relationship manager and at least one administrative associate.

You will work closely and intensively with your financial advisor as you develop a personal, customized wealth management strategy. Your relationship manager is there to reach out to you, to hear your questions and concerns, while our client associates stand ready to help you with all of your administrative needs.

A Process of Disciplined Advice and Guidance
Managing wealth, deploying investment capital and building diversified portfolios is very complicated today. We don't improvise; we focus on process.

Our approach is rooted in portfolio management techniques used by large institutional investors, such as endowment funds and pension plans.

Wednesday, July 10th 2024
July 2024 VMT Market Update

Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Nestor Vicknair, Managing Director & Wealth Management Advisor, and Kyle Kelley, Senior Vice President & Senior Financial Advisor, both of VMT Wealth Management.

We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of three webinar sessions on Wednesday, July 10th, 2024.

Use the links below to register. Once your registration is submitted, you will receive a confirmation email with a new link to join the Webex.
Event password should prefill; if not, password is Vmt_2024

· 11:00am CT: Webex
· 3:30pm CT: Webex
· 6:30pm CT: Webex

As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.

To better guide the discussion, please send questions / topics of interest to vmt@ml.com.

Meet Our Team
Nestor Vicknair,

CIMA®

Managing Director, Wealth Management Advisor
713.658.1598
Kyle Kelley
Managing Director, Senior Financial Advisor
713.658.1332
Darin Mast,

AWMA™, CFP®, CRPC™

Managing Director, Wealth Management Advisor
713.658.1214
Benjamin Albaitis
Senior Vice President, Senior Financial Advisor
713.658.1335
Marcia Mazingo,

CDFA®, CPFA™

Senior Vice President, Senior Financial Advisor
713.658.1203
Franklin Breazeale,

CKP®, CPFA™, CRPC™

First Vice President, Senior Financial Advisor
713.658.1493
Joel Johnson,

CPFA™

First Vice President, Senior Financial Advisor
713.658.1344
Gavin Carter,

CPFA™

Vice President, Senior Financial Advisor
713.658.1608
Casey Gex
Vice President, Senior Financial Advisor
713.658.1522
Morgan Vicknair
Assistant Vice President, Financial Advisor
713.658.1358
Chad ODonnell
Assistant Vice President, Financial Advisor
713.658.1515
Alec Vicknair,

AAMS™

Assistant Vice President, Financial Advisor
713.658.1313
Cole Vicknair
Financial Advisor Trainee
713.658.1321
Carina Y Herrera
Vice President, Wealth Management Specialist
713.658.1414
Cynthia Chavana,

AWMA™

Vice President, Senior Wealth Planner
713.658.1234
Dana Metting,

AAMS™

Vice President, Senior Wealth Planner
713.658.1583
Dinorah Hernandez
Wealth Management Client Associate
713.658.1324
Donna Besson,

CRPC™

Assistant Vice President, Senior Wealth Planner
713.658.1495
Katherine Newport
Officer, Registered Wealth Management Client Associate
713.658.1304
Katie Mills
Wealth Planner
713.658.1302
Taylor Baches,

AAMS™

Assistant Vice President, Wealth Planner
713.658.1631
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.
Adrian Gonzalez
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620223
Merrill Lynch Logo
Allison Page
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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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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.