I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

Carlos Aleman

Financial Advisor

2800 Post Oak Blvd

Houston TX 77056

(713) 840.5980

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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

ProfileInsightsAbout Merrill

Profile

My name is Carlos Aleman and as a Merrill Financial Solutions Advisor, my passion is working with you to help pursue your hopes and dreams. I enjoy getting to know you and what matters most to you, to help create a personalized investment strategy to stay on track toward your goals. I am here to provide investing advice when you want it, as well as to provide access to Bank of America for your banking and lending needs.

Insights

A new look at portfolio construction

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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.