Royal Wealth Management

Merrill Lynch Wealth Management
1 Cowboys Way
Frisco, TX 75034
(940) 297-6956
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Royal Wealth Management
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I 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.

About Us
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
James Royal
Senior Vice President, Wealth Management Advisor
940.297.6956
Jill Gentry
Wealth Management Client Associate
940.297.6923
Elizabeth J Cooke
Registered Wealth Management Client Associate
940.297.6975
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.
Osvaldo Luna
Wealth Management Banking Specialist
David Rubalcava
Wealth Strategies Advisor
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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