Massey, Belville, Samuels & Associates

Merrill Lynch Wealth Management
1 Cowboys Way
Frisco, TX 75034
(940) 297-6955
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Massey, Belville, Samuels & Associates
Merrill Lynch Wealth Management
Welcome

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

Recognition
Mark Massey
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Massey, Belville, Samuels & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

Experience and integrity, combined with access to the vast resources of Merrill Lynch Wealth Management form the cornerstone of our client relationships and client satisfaction. We work as a team so clients may benefit from the knowledge and insight of our group.

Our experience, which has been broadened through virtually every market condition, is a focal point for clients seeking a balanced, goals-based wealth management approach. Wealth should be managed to achieve outcomes that are personally meaningful to each client.

We demonstrate our integrity through transparency. We help clients visualize the possibilities of their lifestyle choices and identify the potential risks that may offset them. Through goals-based wealth management, we can better understand how clients think and feel about investing which helps us assess the resources necessary to pursue each specific goal and develop a plan. We take the time to know clients as individuals and value the relationships we develop. We see ourselves as a financial ally for each succeeding generation.

We are committed to helping clients work through important issues and identify opportunities. We help our clients navigate difficult financial decisions that may have been avoided over time, perhaps trading off one goal for another, depending upon their priorities or what may appear to be in their best interests. We help clients establish realistic expectations as we review the risks and rewards of each goal and strategy.

Our access to a global network of specialists and research helps us offer insight into the ever-changing capital markets. As a client advocate, we educate clients to better understand the capital markets and the impact that changes can have on them. As the size and diversity of wealth increases, the complexity of the challenges clients face increases as well.

Our full service philosophy includes access to a Wealth Management Banker from Bank of America, N.A., who will review and strategize cash management, credit, and borrowing needs and opportunities. Our Wealth Management Banker helps us effectively manage both sides of a clients balance sheet.

Meet Our Team
Mark Massey,

CFP®, CIMA®, CPM®

Senior Vice President, Wealth Management Advisor
940.297.6955
Jesse Belville
Vice President, Senior Financial Advisor
940.297.6958
Tyler Samuels
Senior Vice President, Senior Financial Advisor
940.297.6959
Nathanial Wilk
Senior Financial Advisor
469.294.7992
Giordano Zuazo,

AAMS™, AWMA™, CRPC™

Registered Senior Wealth Management Client Associate
940.297.6960
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.
Emily Carmona
Wealth Management Banking Specialist
Joseph Michael Cuff
Structured Credit Executive
Austin Bertrand
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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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
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.