Duran Dismore
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Duran Dismore serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career with Merrill in 2004 after earning a Bachelor of Science degree in Finance from Elmhurst College. Duran holds the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, and possesses multiple FINRA registrations, including Series 7, Series 66, Series 31, Series 9, and Series 10.
In his role as a Senior Portfolio Advisor, Duran provides traditional financial advice and guidance while leveraging his expertise to develop and manage customized investment strategies. He also offers clients access to Merrill model portfolios and third-party investment strategies and may manage these strategies on a discretionary basis through the firm’s Investment Advisory Program. His client focus areas include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, and retirement income. Duran has been recognized on Forbes’s "Best-in-State Next-Generation Wealth Advisors" list in both 2019 and 2022.
Duran lives in Montgomery, Texas, with his wife, Tara, and their two children. Outside of his professional work, he enjoys golfing, spending time with his family, and traveling.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Active portfolio management
Retirement income strategy
College savings (529s, UTMA, etc.)
Demographic focus
Gen Y/Millennials (Born 1980-1995)
Parents
Work history
Bank of America,N.A.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Gregory P
Series 63, Series 65
Montgomery, TX
Fidelity
Gregory Pasler is a Financial Consultant currently with Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in financial advisory roles, having worked with various firms including Merrill Lynch, USAA Financial Planning, Chase Investment Services, and others. His career spans roles such as Investment Consultant, Financial Solutions Advisor, and Financial Advisor across multiple organizations. Throughout his career, Gregory has focused on developing personalized financial plans by understanding clients' current situations and goals, and collaborating to create tailored solutions. He holds an Arkansas Insurance License and has experience in financial planning, investment consulting, and banking services. Additional details on his education or personal interests were not provided.
Wade H
Series 66
Conroe, TX
Edward Jones
Ryan K
Series 66
Conroe, TX
Edward Jones
Alan A
Series 66
Conroe, TX
Merrill
Alan Alberts is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' unique financial situations and long-term goals. Alan works closely with clients and their families to develop flexible approaches that adapt to changing market conditions, drawing on the investment insights of Merrill and banking solutions from Bank of America. His expertise encompasses family wealth management, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. Alan holds the Personal Investment Advisor (PIA) designation and earned both his bachelor's and master's degrees from the Texas A&M University System. He is also affiliated with the TXCPA-Houston professional organization. Alan is committed to community involvement, reflecting Merrill's tradition of service, and dedicates time to volunteering with local organizations. Outside of work, he enjoys golfing, traveling, and spending time with his family.
Stephen E
ChFC®, Series 66
Conroe, TX
Edward Jones
Bryan V
Series 66
Willis, TX
Edward Jones
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