Tramontano & Associates

Merrill Lynch Wealth Management
1803 Broadway St
San Antonio, TX 78215
(210) 805.7160
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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.
Tramontano & Associates
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information, we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Brian Tramontano
Managing Director, Wealth Management Advisor
Forbes "America"s Top Wealth Advisors", 2022-2024
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2016-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Tramontano & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
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.

Tuesday, December 3rd 2024| 12:00 PM CST
Candid Conversations with Tramontano & Associates

At Merrill, we are here to help you make thoughtful decisions about your financial strategy. That's why we invite you to join us for an informative discussion about current market trends and other relevant topics.

Our next event will be on Tuesday, December 3, 2024 at 12:00 PM CT.

To join the virtual event, please return to this page on Monday, December 2, 2024 for a link to register.

To better guide the discussion, feel free to send questions / topics of interest to tramontanoandassociates@ml.com

Meet Our Team
Brian Tramontano,

CIMA®, CPFA™, CRPC™

Managing Director, Wealth Management Advisor
210.805.7160
Jacob Flach,

ChFC®, CDFA®, CFP®, CIMA®, CLU®, CPFA™, CTFA

Senior Vice President, Wealth Management Advisor
210.805.2991
Angelica LaGrange,

CFP®, CPFA™, CRPC™

Senior Vice President, International Wealth Advisor
956.618.8215
Nicholas Tramontano,

AAMS™

Financial Advisor
210.805.7179
Matthew C Trapp,

CFA

Assistant Vice President, Senior Investment Manager
210.805.2913
David Levenhagen,

CFA, CFP®

Investment Management Specialist
210.805.2948
Diann Montemayor,

AAMS™

Business Manager
210.805.2982
Christopher Belsjoe,

CRPC™, RICP®

Assistant Vice President, Wealth Planner
210.805.2863
Emily Sanders,

AAMS™

Wealth Planner
210.805.2998
Lara B Tyree,

AAMS™, AWMA™

Assistant Vice President, Wealth Planner
210.805.2825
Nicholas Anthony
Relationship Manager
210.805.2868
Ashleigh Sue Henderson,

AAMS™

Relationship Manager
210.805.2903
Jason Porter
Officer, Registered Wealth Management Client Associate
210.805.2994
Dominic Thomas
Wealth Management Client Associate
210.805.7159
Kyle Tramontano
Wealth Management Seasonal Client Associate (FP)
210.805.2916
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.
Daniel Scalley
Wealth Strategies Advisor
Bank of America, N.A.
Carlos A. Rivera
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #754165
Ana C. Tully
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.
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
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.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.