Martin joined Merrill Lynch Wealth Management in 1996. His primary role is to assist clients in portfolio construction in accordance with their risk tolerance, objectives, and time horizon through the Investment Advisory Program. He holds the designations of Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor, CPFA. Martin graduated from Texas A&M University with a Masters in Statistics. He, his wife Pam and their 3 children are long time residents of Fort Bend County. He is active in several local charities.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
