Martin Pate
,

Vice President, Wealth Management Advisor

13135 Dairy Ashford Rd
Sugar Land, TX 77478
281.490.1643
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Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
Profile

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.

Meet Our Professional Staff
Belinda A Ibenthal
Registered Senior Wealth Management Client Associate
281.490.1632
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.
Ryan Casey
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Elizabeth Biava
Associate Investment Advisory Specialist
Merrill
About Merrill

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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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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.
Martin W Pate is registered to do business in CA, FL, IL, KS, NC, TX, WA.