The Kingshill Group

Merrill Lynch Wealth Management
2800 Post Oak Blvd
Houston, TX 77056
(713) 840.4732
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Our clients leverage our combined 75+ years of experience at Merrill Lynch Wealth Management helping define, shape and achieve their financial vision for their families.  We identify opportunities and create tax-efficient strategies in managing their total financial picture for today and for future generations.
The Kingshill Group
Welcome

There are many complexities and challenges facing your family in a financial world that is constantly evolving.  The Kingshill Group strives to provide an exceptional client experience in wealth planning, investment management and service.  We are attuned to what matters to you – your objectives and needs, values and priorities.  We bring greater clarity and structure to managing the key aspects of your financial life.

Recognition
Erik Kingshill
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Kingshill Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Retirement Approach

We are dedicated to helping you through the different stages of your financial life. Our approach is simple, transparent and backed by the investing insights of Merrill Lynch Wealth Management and the banking resources of Bank of America.

Saving Goals
We will assess what is needed to save in a tax efficient manner for life's goals, such as education costs and retirement.

Retirement Outlook
We are especially skilled in helping our clients take a more proactive approach to retirement by:

  • Optimizing Social Security Claiming strategies to maximize their benefits

    • Deploying Roth Conversion strategies to minimize their long term income taxes
  • Preparing sophisticated retirement forecasts and plans to better improve our clients abilities to make smarter decisions about retirement

Wealth Transfer Services
Working with specialists from Merrill, 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.

Meet Our Team
Erik Kingshill,

CFP®

Senior Vice President, Wealth Management Advisor
713.840.4732
Brian Kingshill
Senior Vice President, Wealth Management Advisor
713.840.4705
Tracy L Calderon,

CRPC™

Assistant Vice President, Wealth Management Associate
713.840.4747
Kenneth Oguejiofor
Officer, Wealth Management Client Associate
713.840.4767
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.
Courtney Kelch
Senior Trust Officer
Bank of America, N.A.
Vishal Parmar
Wealth Management Banking Specialist
Merrill
Katya Garza
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #966891
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.