The Sharpe Group
Merrill Lynch Wealth Management
2800 Post Oak Blvd
Houston, TX 77056
(713) 840.4730
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Mission Statement
"Thank you for considering The Sharpe Group to help you manage your wealth. Understanding your life priorities is an important part of how we work with the clients we serve. It's not just about markets and returns, it's about what matters most to you. We welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations." Iain Sharpe Managing Director, Wealth Management Advisor
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Iain Sharpe
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018, 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
The Sharpe Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
About Us
Team Recognition

We are proud to announce that the Sharpe Group has been awarded the 2024 Forbes Best-in-State Wealth Management Teams" list.
(Published on January 9, 2024. Rankings based on data as of March 31, 2023.)

*2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Thursday, October 17th 2024| 6:30 PM CST
Social Security and You

Join us for an informative seminar during which you'll get a better understanding of:

Who is eligible for Social Security benefits.
What factors should you consider before starting your benefits.
When is the most appropriate time to start taking benefits.
Ways in which you can potentially maximize your benefits.

To reserve your place today: Call Helen Brown 713.840.4722 or email Helen_Brown@ml.com

Have a friend or family member who would enjoy this topic, please ask them to call and make a reservation.

Kirbys Steakhouse - The Woodlands
1111 Timberlock Place
The Woodlands TX 77380

Tuesday, October 29th 2024| 11:30 AM CST
Taking Control of Your Retirement

Join us for an informative seminar during which you'll get a better understanding of:

Common retirement risks such as longevity, withdrawal, investment and inflation risks - and ways to help manage these risks.
How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
Techniques for building a portfolio aligned to your priorities - leveraging a range of potential solutions.

To reserve your place today: Call Helen Brown 713.840.4722 or email Helen_Brown@ml.com

Have a friend or family member who would enjoy this topic, please ask them to call and make a reservation.

Kirbys Steakhouse - The Woodlands
1111 Timberlock Place
The Woodlands TX 77380

Thursday, November 14th 2024| 6:30 PM CST
Financial Planning for Women

In this seminar, we'll talk about the economic power and influence that women have and how you can prioritize the things that matter most to you. We'll also discuss how to plan for your goals throughout your unique journey.

Topics Explored:
- Ways to preserve and grow your wealth
- How to build a portfolio that aligns with your goals
- Using your risk tolerance to make better investment choices

Fleming's Prime Steakhouse & Wine Bar
2405 W. Alabama Street Houston TX 77098

Invest in yourself by joining us!

To reserve your place today: Call Cynthia Molina 713.840.4708 or email Cynthia.Molina2@ml.com

Thursday, November 21st 2024| 11:30 AM CST
Financial Planning for Women

See What's Possible

In this seminar, we'll talk about the economic power and influence that women have and how you can prioritie the things that matter most to you. We'll also discuss how to plan for your goals throughout your unique journey.

Topics explored:

- Ways to preserve and growth your wealth
- How to build a portfolio that aligns with your goals
- Using your risk tolerance to make better investing choices

Fleming's Prime Steakhouse & Wine Bar
2405 W. Alabama Street Houston TX 77098

Invest in yourself by joining us!

To reserve your place today: Call Cynthia Molina 713.840.4708 or email Cynthia.Molina2@ml.com

Meet Our Team
Iain Sharpe
Managing Director, Wealth Management Advisor
713.840.4730
Gorana Komazec-Tosic,

CPFA®, CRPC™

Senior Vice President, Senior Financial Advisor
713.840.4777
Helen D Sharpe,

CRPC™

Assistant Vice President, Relationship Manager
713.840.4722
Devon Brown
Officer, Wealth Management Client Associate
713.840.5914
Cynthia Sylvia Molina
Wealth Management Client Associate
713.840.4708
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.
Bryan Austin
Private Wealth Strategist
Merrill
Adrian Gonzalez
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620223
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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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.