Investment insights for a time when “nobody knows”
What to consider during this time of rapidly changing policy and shifting markets
Hstn Galleria
Merrill Lynch Wealth Management Office
2800 Post Oak Blvd
Houston, TX 77056
713.840.4700
713.840.4700
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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.
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.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.