Price & Associates
Merrill Lynch Wealth Management
601 State St
Southlake, TX 76092
(817) 410.4940
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To help you plan for the retirement you’ve always envisioned, your Merrill team will work together with you to help you understand your unique priorities and full financial picture.
Price & Associates
Merrill Lynch Wealth Management
Welcome

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

Recognition
Jeffery Price
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2013-2023
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Wealth Advisors", 2021-2023
(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.)
Show more recognition
Price & Associates
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2024
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Thursday, May 9th 2024| 8:00 AM
Price & Associates Market Update

Please join us for our upcoming market update. The call will be held at 8am CT on Thursday. We will provide this update on a muted line and will not be taking live questions due to privacy restrictions.

Friday, May 10th 2024| 12:00 PM
Price & Associates Market Update

Please join us for our upcoming market update. The call will be held at 12pm CT on Friday. We will provide this update on a muted line and will not be taking live questions due to privacy restrictions.

Meet Our Team
Jeffery Price,

CPFA™

Managing Director, Wealth Management Advisor
817.410.4940
Trenton Owens,

CPFA™

First Vice President, Senior Financial Advisor
817.410.4934
Connor Price
Assistant Vice President, Financial Advisor
817.410.4943
Jeffrey O Cunningham,

CPFA™

Assistant Vice President, Wealth Management Specialist
817.410.4932
Brian Roome,

CFP®

Senior Relationship Manager
817.410.4951
Z Clay Hancock,

CFA, CRPC™

Vice President, Senior Investment Manager
817.410.3816
Jeff Jackson,

CPFA™

Assistant Vice President, Wealth Management Specialist
817.410.4946
Diane R Giza,

CRPC™

Vice President, Senior Business Manager
817.410.4930
Haley King
Officer, Registered Wealth Management Client Associate
817.410.3822
Gemma Sterns
Officer, Wealth Management Client Associate
817.410.3817
Elizabeth Yates
Wealth Management Client Associate
817.410.4952
Ryan Majors
Officer, Registered Wealth Management Client Associate
817.410.3806
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.
Lisa C. Gratz
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #536196
Daniel Scalley
Wealth Strategies Advisor
Bank of America, N.A.
Marcela Torres
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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.