Houston, Texas, United States
I am a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. I leverage Merrill investments resources and Bank of America banking and mortgage capabilities to provide my clients with tailor-made financial strategies and help them optimize their investments and mortgage decisions. I chose the career path of personal finance management to see the tangible results of my work be materialized into families' financial happiness and retirement or real estate projects success. With a financial engineering master's degree, experience in private banking, asset management and investment banking, globally recognized designations in the world of investment, my unusual quantitative background and financial experience among my peers gives me a unique ability to offer personalized and dynamic investments portfolios while bringing investing consistency and long-term vision to their financial picture. I also focus on assisting people with international questions: retirement over two countries, studies abroad, inheritance or other foreign investments/financing with a currency impact. Visit my website for more details: https://fa.ml.com/texas/houston/romain-meynier/ *NMLS#1832719 A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.
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