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Top 30 financial advisors of 62 near 77566
Out of 400,000+ nationwide
Devin K
Series 66
Lake Jackson, TX
Edward Jones
Edmund S
Series 63, Series 65
Angleton, TX
Merrill
Edmund Steinert is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works with individuals, families, and businesses to develop personalized financial plans that address investment planning, retirement planning, tax-efficient strategies, and risk management. Edmund emphasizes a client-centric approach, focusing on building long-term relationships grounded in trust and a clear understanding of each client's unique financial goals. With professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA), Edmund leverages his expertise and the extensive resources of Merrill Lynch to provide guidance tailored to life’s changes. His practice concentrates on areas such as education planning, family wealth management, legacy planning, retirement income, and catering to women and wealth. He holds a Bachelor's Degree from Franklin College. Outside of his professional role, Edmund is involved in the community through Rotary. He also enjoys boating, fishing, and spending time with his family.
Jeremy F
Series 66
Sweeny, TX
Edward Jones
Elizabeth B
Series 66
Brazoria, TX
Edward Jones
Jeffrey S
Series 63, Series 66
Lake Jackson, TX
Edward Jones
Hugh S
Series 66
Lake Jackson, TX
Edward Jones
Amanda M
Series 66
Lake Jackson, TX
Edward Jones
Tamila I
Series 63, Series 66
Lake Jackson, TX
Merrill
Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.
Elaine P
Series 66
Lake Jackson, TX
Merrill
Elaine Polemenakos is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2012. She specializes in delivering wealth management services tailored to professionals, business owners, retirees, and their families. Elaine’s practice focuses on developing customized strategies that address clients’ short- and long-term financial objectives, including personal retirement planning, portfolio management, and services for endowments, foundations, and non-profits. With over a decade of experience in the financial services industry, Elaine leverages a disciplined, client-centric approach to understand each individual’s needs, concerns, and priorities. Prior to her advisory career, she held a legal background, having earned her Juris Doctorate from The University of Texas School of Law in 2000. Elaine also holds a bachelor's degree in Psychology from Texas A&M University and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She does not provide legal advice in her role at Merrill Lynch. Outside of her professional responsibilities, Elaine is involved in community organizations such as Brazosport Cares Food Pantry, Brazosport Center Stages, Brazosport Fine Arts Council, and the SPCA of Brazoria County. Her personal interests include reading, traveling, spending time with her family, and watching movies.
Benjamin T
Series 66
West Columbia, TX
Edward Jones
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Finding advisors...
Top 30 financial advisors of 62 near 77566
Out of 400,000+ nationwide