AS Wilmot Group

Merrill Lynch Wealth Management

2800 Post Oak Blvd
Houston, TX 77056
(713) 840-5903
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
AS Wilmot Group
Merrill Lynch Wealth Management
Welcome

At the AS Wilmot Group, our mission is to help you pursue your financial goals through a warm and consultative process, while providing a level of service and attentiveness that exceeds your expectations. The foundation of our work is not only to provide financial services but also to take a big picture view of wealth management that extends beyond your investments. We pledge not only to address your current needs, but also to anticipate and serve the financial needs of your children and grandchildren for many years to come.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Kenneth Albers,

CFP®

Senior Vice President, Wealth Management Advisor
713.840.4720
Mirella Wilmot,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
713.840.5903
Jalen Marie Rebollar
Wealth Management Client Associate
713.840.4805
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.
Elizabeth M. Leiva
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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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.