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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Houston is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Houston & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Houston?

Looking for a qualified financial advisor in Houston? We can help you by narrowing down your options & listing the best financial advisors in Houston as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Houston near you with the list of certified and vetted Houston financial advisors.

List of Qualified Financial Advisors in Houston, Texas

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Paul Culbertson

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

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Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

713-338-3011

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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy, Ste 200

Houston, TX 77027

713-623-6600

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Adam Lampe

Mint Wealth Management

12807 Haynes Road, Building H

Houston, TX 77066

281-970-4200

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Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058

281-486-9800

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Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478

281-207-2124

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Jimmy Lee

LPL Financial

9595 Six Pines Dr, Suites 8210

The Woodlands, TX 77380

281-845-1317

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Jeremy Matranga

Platinum Tax & Wealth Management, LLC

2002 Timberloch Place Ste. 525

The Woodlands, TX 77380

281-362-1444

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Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281-407-0467

List of Additional Financial Advisors in Houston, Texas*

* Additional advisor listing is provided in partnership with Yext

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Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

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Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

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Patricia Sayyah - UBS Financial Services Inc.

4400 Post Oak Parkway
16th And 17th Floors

Houston, TX 77027
281-709-0434

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Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

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John Martinez, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7052

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Zientek Advisors

2465 South Kirkwood

Houston, TX 77077
281-496-6152

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M. Ann Page, CPWA, CIMA, CEPA, CRPC - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2844

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Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8143

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MacNaughton & Associates

3355 West Alabama
Suite 180

Houston, TX 77098
713-955-7664

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Linscomb & Williams

1400 Post Oak Blvd.
Suite 1000

Houston, TX 77056
713-840-1000

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Pennington Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4422

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Thomas Doggett - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4000

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Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

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The Journey Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

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Antonio Opengo - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2720

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Crystal Maxwell, CFP, CIMA - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2817

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Blake M Jones - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

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Will Gutkowski - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3128

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Rick Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

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Aleta M Scott

713-953-1699

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Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 105

Houston, TX 77057
713-507-1017

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Alfonso Duarte Rioseco - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2772

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Andrew Pisechko - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6834

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Trahan Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0362

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Andy Garrett - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2706

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Federico Schoenhofer - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-403-1847

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William Frisco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3074

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Tiffany D Akre - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1339

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Larry Selzer - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2736

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Lewis Metzger - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3001

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Andrew Williamson, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2808

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K&S Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

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Stephen Tolbert - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8106

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Richard Renaudin - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2950

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Thomas Rosellini, CFP, CIMA, CPWA - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2993

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The Bollinger Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5058

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Antonio Orendain - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2007

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LaMotta Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2973

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Patrick Lesley - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3017

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Victor Palafox - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-968-3173

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Andrea Smith - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

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Michael L Brunner - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2786

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Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3115

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Fred Zeller - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

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Jonathan Cole - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3023

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David L. Shine - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2777

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Michael Sheen - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4437

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Mary E Thomas - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2125

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Mike Cook - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3077

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Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

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Carl Vincent - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4410

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The Law Firm Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

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Jeffrey W Elliott - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5024

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Claudia Mollerup-Madsen - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2188

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Morgan Stanley Financial Advisors

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

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Jalin Casares - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4360

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R Jeffrey Judah - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

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Charles Vetters - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

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Alejandro J. Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
212-271-0459

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Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

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Matthew Savard - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2768

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Nena Brackett - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8168

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YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

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Monica Woodward - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-8014

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Davis-Moody Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2825

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Arturo Karakowsky - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2139

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Go & Flood - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2448

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Erich A Canseco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7211

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Maria Baez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2175

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Mitchell Lou - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3008

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Veronica Visbal - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2760

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The Parker & Herrera Group - Morgan Stanley

600 Travis Street
Suite 3700

Houston, TX 77002
713-512-4545

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Joseph DePaula, CPWA - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2465

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Bevill Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2893

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Leslie Golden - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1321

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Lloyd Stedman: IBERIABANK Mortgage

8910 Sam Houston Parkway North

Houston, TX 77040
713-624-1398

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David Covington - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

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Morgan Stanley Financial Advisors

16055 Space Center Blvd

Houston, TX 77062
281-480-2616

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Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

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Jeffrey Chen - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1350

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Joshua Mott - Morgan Stanley

5021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1417

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Betty Hanlon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3092

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Terrin R Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2742

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Floyd A Robinson - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2745

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Mohsin Noon - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1395

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Ben Baker Cravens Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5017

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Robert Snow - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5008

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Mark M Fournier - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2713

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Myrna Agris - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2735

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William W Gouldin - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5087

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Joseph Neuhaus Jr. - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2114

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Divyendu Singh Ph.D.

3200 Southwest Freeway
Suite 1900

Houston, TX 77027
713-499-7638

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Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
713-212-7565

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World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
713-771-9400

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Alejandro Ayala - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2032

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Elias Aziz - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2792

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Joanne L Resh

3700 W Sam Houston Parkway S
Suite 400

Houston, TX 77042
713-962-0358

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The Schriber Group - Morgan Stanley

2800 Post Oak Blvd
Suite 3200

Houston, TX 77056
713-966-2120

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The Corbell Group - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

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Mark Russell - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2737

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Victoria Polinski Smith - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3034

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Jesus Zamarripa - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
915-534-9213

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Dane Pearson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2016

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Emery Nyilas - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2730

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William E Selzer - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5041

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KL Financial Services

4801 Woodway Dr.
#360W

Houston, TX 77056
888-292-4230

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Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
281-229-5967

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Kenny Hoover - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3141

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Enriquez-Cortina Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
281-481-0872

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James Woldert - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5086

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Antonio Palafox - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2769

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William M Probe - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-7066

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Charles B Albright - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2141

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Scott Ecklund - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3030

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Eric Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3304

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Stefanie Benesh - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3305

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Peterg Smith - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3088

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Robert E McKelfresh - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2129

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George Joe Kurka - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

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Fleetwood Financial Solutions

281-293-7779

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Jeff A. Parker - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-6689

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Watson Wealth Management

1900 West Loop S
Suite 400

Houston, TX 77027
281-603-3388

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Charlie R Saman - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2754

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Nelson Scroggins - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3016

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Olga Blanchette - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2174

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JSC Financial Services

11530 Space Center Boulevard

Houston, TX 77059
281-990-0084

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Tonja Stelly - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3123

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Xiangjun Pan

10700 Richmond Ave.
#266

Houston, TX 77042
832-742-8109

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Wan Yang

10700 Richmond Ave.
Suite 107

Houston, TX 77042
713-780-8808

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Jovita Achife

6200 Savoy Dr.
#701

Houston, TX 77036
713-779-8888

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Yusef Lovette - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2731

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Susan McCubbin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2181

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Laura S Bruce - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2180

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Harry Bucalo, CRPS - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3439

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Attigo Wealth Advisors - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2479

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Kate Brock - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2727

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Phil Duggan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3065

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Bayou City Financial Advisors, LLC

1400 Broadfield Blvd
Suite 200

Houston, TX 77084
832-654-1763

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Green Financial Group

6363 WoodWay Drive
Suite 625

Houston, TX 77057
713-244-3030

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WR Anderson & Co

2190 North Loop West
Suite 103

Houston, TX 77018
281-974-1965

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Westpark Wealth Advisors, Inc.

10205 Westheimer Road
Suite 500

Houston, TX 77042
713-266-2993

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Will Carsey - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-654-7209

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Daron Edwards - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2773

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Mikel Ham - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3114

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Carlos A Alvarado - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2197

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Chris Reyes PrimeLending NMLS: 972255

2425 West Loop South Freeway
Suite 120

Houston, TX 77027
281-451-8759

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Charles J Lamonte - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5048

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Scott Zindler - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2712

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Beacon Financial Planning

2525 Robinhood Street

Houston, TX 77005
281-953-7442

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The Newton Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2759

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Miguel Cortina - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2010

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Larry M. DeHay & Charles J. Lamonte - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5048

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Thomas B. Ford, C(k)P® - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2132

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The Spartan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3190

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John Anthony Debellis - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3120

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STAR GROUP WEALTH MANAGEMENT

2825 Wilcrest Drive
Suite 654

Houston, TX 77042
713-783-3400

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Lakeshore Wealth Advisors

2525 Bay Area Blvd
Suite 135

Houston, TX 77058
281-941-7503

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Cray Martin - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3450

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Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2982

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William Goldberg, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-350-8033

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Thalia Christy Savvidis - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1385

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The Hanlon Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

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Edward Ashbaugh - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2833

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Thomas Griffin - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2847

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Bauer Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2451

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David Riggs - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

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Thomas Jenkins Jr., CIMA - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7015

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Wendell De Grange - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1340

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Jason Bernstein - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3087

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Marcellus E. Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5015

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Isel Isern - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2716

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The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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Houston, TX Branch Office - UBS Financial Services Inc.

Clear Lake Office
2525 Bay Area Blvd.

Houston, TX 77058
281-709-0427

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Sharon Ward - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-600-3407

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Cecilia Garcia - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

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Hugh Hamilton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3129

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Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2761

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Bishop Investment Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

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Darrell Pennington - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4422

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Murray Snow - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2177

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The Condon Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2750

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Demi Chan - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2173

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Anthony Makransky - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2728

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Joseph Lee Silva - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

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Graystone Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2134

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Rodney O Ambrose - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1507

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Richard Sanborn - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2159

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David L. Doan - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-8052

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Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3094

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George A. De Vassal - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2766

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Brent Anderson - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

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Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3034

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Morgan Stanley Financial Advisors

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3000

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Bruce Mc Gaugh - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5749

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Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Ray Sinkiewicz - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3073

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J. Morris Jones - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5040

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Morgan Stanley Financial Advisors

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5000

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Laura White - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3055

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Patricia Sayyah - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0434

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Gail Stalarow - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5099

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The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1416

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Alvaro Munoz - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2779

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Neuhaus Jankowski Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2133

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The MCC Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2977

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Financial Freedom Wealth Advisors - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

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Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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The Texas Avenue Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

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Jenny Lee Vann - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2128

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Lewis Kalmans - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3111

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Carlos J Kuri - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2165

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Morgan Stanley Financial Advisors

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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Gregory M Kroencke - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6813

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Graystone Consulting - Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2134

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Mitchell Jacobs - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0240

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Crystal Garrett - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4412

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Samuel O Penni - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5037

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Kimberly C. Carranza - Morgan Stanley Private Wealth Advisor

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6801

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Ben B Cravens - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2775

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Greg Sparrow - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5703

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Eugene Balakirov - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5849

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Eric Jefferson - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3096

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Andrew Kaminsky - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-966-2184

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Trent Twaddle - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6833

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Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2119

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Michael Leiser, CRPC - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2853

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Laura Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5807

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La Vera Prestage - Ameriprise Financial Services, LLC

5100 Westheimer Rd
Ste 200

Houston, TX 77056
713-588-4461

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Rafael Herrera - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4553

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Paradise Wealth Management Group (PWMG) - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2831

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Matthew Miller - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2028

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Vivien W Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-651-5828

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Jim Grimsrud - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3350

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Avidian Wealth Solutions

800 Town & Country Blvd
#220

Houston, TX 77024
281-822-8800

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Cynthia Tanaka - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2724

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Rashonner Lillie - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1371

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Morgan Stanley Financial Advisors

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1500

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Rebecca K Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3112

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Michael Moore - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2729

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Marshall Ashmore - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2810

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The Sanborn Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2159

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Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2036

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Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

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Scott Campbell - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1386

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Rowley, Hoffman, Sparrow & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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Fishbein Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0298

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The UBS Quintessence Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
305-536-9244

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James Matthews - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3408

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Neil Rahimi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1344

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Martin Wheeler - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5735

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Scott Tiras - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4400

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Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

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Shehzad D. Khan - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

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Miller, Swope & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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Hensley, Birney & Associates - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Capitalwise Wealth Management

3200 SW Freeway
Suite 1800

Houston, TX 77027
713-402-6499

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Thomas E Novosad - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4404

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Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

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Cathy Buchanan - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
713-551-4003

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Valeria Nahjell Awah Ngafor

713-953-1699

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Hiep Nguyen

346-240-3756

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The Waterwall Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5018

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Robert McDonald - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2740

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The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

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Chris Rowley - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1328

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Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

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Peggy W Lyon - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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Adriana Santoni - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2002

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Richard Markey - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2000

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Tiras Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4400

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Justin Swope - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2027

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Matthew P Kardesch - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4343

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Joseph Radzwill - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2739

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Gibson Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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Jeff Thibault - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2179

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Janet R Cash - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2791

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The Falcon View Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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Evan Martin, CFP, CIMA, AWMA - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8172

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Greg Eknoyan - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2820

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John Rossi, CEPA - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2804

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Cetera Investors - Houston

5433 Westheimer Road
Suite 800

Houston, TX 77056
713-557-0042

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Andrew McGee - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8187

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The Gulf Coast Group - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0430

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Michael Trahan - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0362

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The DePaula Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2465

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Mark Ray Joffrion, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0444

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Allstate Personal Financial Representative: Mark Kenney

6420 Richmond Ave
Ste 326

Houston, TX 77057
281-460-9772

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Spears Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3456

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Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
832-335-9756

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Susan Wong - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2883

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Houston, TX Branch Office - UBS Financial Services Inc.

4400 Post Oak Parkway
16th and 17th Floor

Houston, TX 77027
713-940-2800

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Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

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Rafael Locken - Testa - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2187

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The Uptegraph Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5010

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Luvy S Gonzalez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2168

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Jonathan Parker - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4550

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Christopher Michael Perry - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7067

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Houston, TX Branch Office - UBS Financial Services Inc.

1000 Main Street
26th Floor

Houston, TX 77002
713-654-0312

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Steve Moss - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3451

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Zachary Silverman, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

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Harvey Newton - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2759

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Anderson/Sheen Team - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

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Johanna Delgado Naranjo

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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Dolores Lemus

713-780-9989

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Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5020

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Richey Financial Services

1900 West Loop S
Ste 400

Houston, TX 77027
713-496-3147

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Hadi Kusumo

10700 Richmond Ave.
Suite #330

Houston, TX 77042
346-240-3756

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Gurpreet Singh

832-758-3885

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The Martin Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3450

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Osgood & Associates, P.C.

12 Greenway Plaza
Suite 1100

Houston, TX 77046
713-425-4949

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First Command Financial Advisor - Michael Lincoln

10700 Richmond Ave
Suite 300

Houston, TX 77042
832-519-9479

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Audree Begay - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

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Clayton Gilcrease - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3447

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Ann Elizabeth Krieger - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3308