The Wenzel Group

Merrill Lynch Wealth Management
800 Capitol St
Houston, TX 77002
(833) 658.7400
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Accessible, knowledgeable and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
The Wenzel Group
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Patricia Wenzel
Managing Director, Wealth Management Advisor
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Forbes "Best-in-State Wealth Advisors", 2021-2022, 2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022-2023
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "America’s Top Wealth Management Teams High Net Worth", 2024
(Published on November 13, 2024. Rankings based on data as of March 31, 2024.)
Financial Times "Top 401 Retirement Plan Advisors", 2019
(Published on October 10, 2019. Rankings based on data as of Dec 31, 2018.)
Click here to learn more about advisor recognitions
About Us
Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Meet Our Team
Patricia Wenzel,

CFP®, CKP®, CPFA™, CRPC™

Managing Director, Wealth Management Advisor
713.658.1459
James Spangler,

CEPA®, CFP®, CIMA®, CPFA™, CPWA®

Assistant Vice President, Wealth Management Advisor
713.658.1314
Aurelia Detwiler,

CPFA™, CRPS™

Senior Financial Advisor
713.658.1251
David Whorton
Registered Wealth Management Client Associate
713.658.1210
Sharonda R Murphy
Officer, Wealth Management Client Associate
713.658.1628
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.
Ryan Casey
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Terry P. Kelly
Employee Benefits Specialist
Bank of America, N.A.
Jocelyn T Smith
Retirement Specialist
Bank of America, N.A.
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.