Houston Merrill Lynch (BofA) contact?

BMF_AG95

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8:49p, 8/9/22

AG

Anyone on this board do wealth management at BofA Merrill Lynch in Houston? Or know someone that does?

Retirements accounts, brokerage and etc. needs to be BofA.

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2wealfth Man

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9:15p, 8/9/22

AG

I would tell you to pause before hooking up with a full service broker; but sounds like you need them specifically for a particular reason.

Stringfellow Hawke

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9:35p, 8/9/22

AG

https://fa.ml.com/texas/the-woodlands/canlasgroup/

Parents have account.

BMF_AG95

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In reply to 2wealfth Man • 10:28p, 8/9/22

AG

2wealfth Man said:
I would tell you to pause before hooking up with a full service broker; but sounds like you need them specifically for a particular reason.

You have a lot of correct statements in your comments. Sometimes you have to do things because you have to.

Polska

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8:20a, 8/10/22

AG

PM'd you a contact.

Diggity

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9:38p, 8/11/22

AG

Reach out to Dennis Stasio (class of `02).

He'll get you set up with a good contact.

Dennis.stasio@bofa.com

OldArmyCT

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7:51a, 8/14/22

AG

Rob Putz '83 works out of the College Station Merrill office. I guarantee once you're set up it won't matter where the FA is.
https://fa.ml.com/texas/college-station/putz/?locator=1

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Red Pear Realty

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In reply to BMF_AG95 • 9:42a, 8/14/22

Sponsor

AG

Enrique Debayle

https://fa.ml.com/texas/houston/the-do-group/

Great guy, good at what he does, and father to a bunch of good Ags.

Sponsor Message: We Split Commissions. Full Service Agents in Austin, Bryan-College Station, Dallas-Fort Worth, Houston and San Antonio. Red Pear Realty

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