Johansen Petrauskas & Associates
Merrill Lynch Wealth Management
9595 Six Pines Drive
Suite 8380
The Woodlands, TX 77380
(281) 364.2118
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Johansen Petrauskas & Associates believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill Lynch Wealth Management. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at every step of the wealth management process.
Johansen Petrauskas & Associates
Merrill Lynch Wealth Management
Welcome

Johansen Petrauskas & Associates was founded in 1992 on the principles of integrity and transparency. With more than 100 years of collective financial service experience, we help individuals, families, corporate executives and business owners, as well as endowments and foundations, create and preserve their wealth through a consultative process.

We take a holistic view of your financial world: To us, it is not about a particular product but about your strategy. Our long-term approach to managing your wealth can help you weather a variety of market conditions and address your evolving needs. Your best interests are at the core of every recommendation we make. Our goal is to help you pursue your goals.

About Us
Our Approach

Fully understanding your situation is integral to our ability to recommend the combination of financial strategies that is appropriate for you. Through our customized wealth management process, we strive to help you establish a goals-based strategy that helps address your needs for liquidity, capital preservation, income and growth.

We also take into account your:

  • Time horizon
  • Risk tolerance
  • Liquidity constraints
  • Cash flow needs
  • Restricted stock, stock options and concentrated stock positions
  • Income- and estate-tax situation
Meet Our Team
Charles Johansen
Managing Director, Senior Financial Advisor
281.364.2118
Brian Petrauskas,

CIMA®

Managing Director, Wealth Management Advisor
281.364.2121
Jonathan Zodin,

CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
281.364.2114
Luke Brown,

CPWA®

First Vice President, Wealth Management Advisor
281.364.2138
Lex Ann Shinn
Vice President, Senior Relationship Manager
281.364.2106
Cara Lennon,

AAMS™,AWMA™

Vice President, Senior Business Manager
281.364.2162
Brad Petmecky,

CFP®

Senior Relationship Manager
281.364.2152
Charles Johansen
Financial Advisor
281.364.2126
John Charles Dewitt
Registered Wealth Management Client Associate
281.364.2189
Thomas Simutis
Registered Wealth Management Client Associate
281.364.2193
Renee Claire Al-Sada
Wealth Management Client Associate
281.364.2145
Carady Pacheco
Wealth Management Client Associate
Lisa R. Phillips
Wealth Management Client Associate
281.364.2101
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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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.
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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.