Sugar Land TX

Merrill Lynch Wealth Management Office
13135 Dairy Ashford Rd
Suite 450
Sugar Land, TX 77478
281.490.1600
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Here’s an opportunity you may have been waiting for: a chance to offer clients and prospects the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. You and I can collaborate on developing potential strategies designed to help clients preserve, grow and distribute wealth.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
281.490.1656
The Ayers/Pate Group
Merrill Lynch Wealth Management
281.490.1696
Officer, Merrill Financial Solutions Advisor
281.490.1623
Senior Vice President, Wealth Management Advisor
281.490.1611
Vice President, Senior Financial Advisor
281.490.1698
Assistant Vice President, Senior Financial Advisor
281.490.1653
Senior Vice President, Senior Resident Director
281.490.1668
Financial Advisor
281.490.1627
Vice President, Senior Financial Advisor
281.490.1619
Senior Vice President, Wealth Management Advisor
281.490.1657
Vice President, Senior Financial Advisor
281.490.1655
Vice President, Wealth Management Advisor
281.490.1643
Senior Vice President, Wealth Management Advisor
281.490.1612
Assistant Vice President, Senior Financial Advisor
281.490.1658
Vice President, Wealth Management Advisor
281.490.1606
First Vice President, Wealth Management Advisor
281.490.1622
Careers At Merrill
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At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
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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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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.
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.
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.
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.