Fenz Abalos Group

Merrill Lynch Wealth Management
2800 Post Oak Blvd
Houston, TX 77056
(713) 840.5981
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“When we meet with clients we ask, what do you want most from this relationship for your financial goals? Their answers define what they vision with a wealth management team and what we strive to offer at the Fenz Abalos Group.” Darren Fenz “Whatever goals you have for your career, business or family, our objective is to help you organize and coordinate your financial life so it can keep pace and keep you moving forward. We're here to listen to help accomplish what you want most.” Joni Abalos
Fenz Abalos Group
Welcome

A natural resource for your wealth

Some of America's foremost energy and business professionals seek us out to help them design their portfolios and overall financial picture. When you consider what it takes to build and pass on significant, dynamic wealth, it's no surprise these clients need a different perspective, one that can adapt to the demands they place on themselves, their outlook and their resources. Our wealth management advisors have years of experience helping bring greater structure, clarity and efficiency to key aspects of clients' financial lives. What's more, our advice, guidance and services are backed by the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America.

Exploring the possibilities of tomorrow

We think you'll find one of the strengths our team offers is helping you define and sharpen your vision of what you want your life—and lifestyle—to look like over the next 5, 10, even 20 or more years. Based on your individual goals, we help you create a blueprint for your wealth, one that details how your assets, income, insurance, spending and borrowing can all work together to support your objectives. This approach helps our team to make targeted recommendations on your short- and long-term investments, business interests and retirement and legacy planning strategies.

Recognition
Joni Abalos
Managing Director, Wealth Management Advisor
Barron's "Top 1,200 Financial Advisors", 2024
(Published on March 8, 2024. Rankings based on data as of September 30, 2023.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Barron's "Top 100 Women Financial Advisors", 2023-2024
(Published annually in June. Rankings based on data as of March 31 of current year.)
Forbes "America’s Top Women Wealth Advisors", 2024
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Fenz Abalos Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Approach

Strategies for the most sophisticated needs

If you're like most of the clients that we serve, your resources give you the power and the privilege to choose the kind of lifestyle you want—on your terms, on your timetable. We offer financial and wealth strategies designed to help you actively pursue your goals.

Retirement outlook. Together with your outside tax and legal advisors, we can offer guidance on tax-minimization strategies to help structure your wealth in the stages leading up to retirement.

Monetizing equity compensation. For many clients, smart management of their employer stock holdings can be essential to preserving their wealth and fueling their retirement. We will work with you to develop sensible strategies to manage your holdings, based on your risk tolerance, time horizons, objectives, expectations for future growth, liquidity needs and tax considerations.

Wealth transfer services. Working with specialists from Merrill Lynch Wealth Management, and in coordination with your attorneys and accountants, we can help you develop an efficient wealth transfer strategy. We can guide you on trust investments, charitable giving, life insurance and other tactics to help you pass on your wealth the way you want.

Tuesday, January 28th 2025| 11:30 am
Making the Most Out of Your Retirement Assets

The financial decisions you make now can have a considerable impact towards pursuing the lifestyle you envision. During this informative seminar, we'll discuss:

  • The importance of defining your vision for a fulfilling life in retirement
  • Educating you on the choices you have for your retirement accounts
  • Maintaining a longer-term perspective about your retirement accounts
  • The potential benefits of working with a financial advisor to help in pursuing your goals

Date, Time Location:
Tuesday, January 28th, 2025, 11:30am Brenner's Steakhouse- The Garden Room 10911 Katy Fwy Houston, Texas 77079

Important Lunch Information:
If your schedule is free, we would love for you to join us for lunch at Brenner's Steakhouse Spouses and colleagues are welcome to join. Lunch will be provided.

Please feel free to share this invitation with family and friends you think may be interested in this topic.

RSVP information: Call Crystal Stanfield, Business Development Specialist at (713) 840-4800 or email crystal.stanfield@ml.com

This seminar has been sponsored, in whole or in part, by AB Global, PGIM Investments, Lazard and Allspring Global

Meet Our Team
Joni Abalos,

CIMA®

Managing Director, Wealth Management Advisor
713.840.5913
Darren Fenz,

CFP®

Managing Director, Wealth Management Advisor
713.840.5981
James Miller
Senior Vice President, Senior Financial Advisor
713.840.5918
Eric Blaha,

AAMS™

Vice President, Senior Wealth Planner
713.840.4826
Clinton D Rand,

CRPC™

Vice President, Senior Wealth Planner
713.840.4804
Shavon Marie Kelley,

CRPC™

Assistant Vice President, Wealth Planner
713.840.5916
Veronica Hernandez,

CRPC™

Assistant Vice President, Wealth Planner
713.840.4758
Jane Diep Pham
Officer, Wealth Management Associate
713.840.5996
Lauren Stanfield
Officer, Wealth Management Client Associate (FP)
713.840.5962
Leslie C Diaz
Officer, Registered Senior Wealth Management Client Associate
713.840.5997
Kimberly Sanders
Officer, Registered Wealth Management Client Associate
713.840.5979
Leonard J Hopes
Wealth Management Client Associate
713.840.4846
Crystal Stanfield,

CPFA®

Assistant Vice President, Business Development Specialist
713.840.4800
David Nguyen
Wealth Management Client Associate (FP)
713.840.5985
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.
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.
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.
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.