CFP®-certified advisors focused on biotech professional in Texas

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Rajiv Eluthesen is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2010 after graduating from the University of California at Berkeley, he has been dedicated to helping clients design financial strategies tailored to their diverse wealth management goals. His client-focused approach emphasizes balancing the enjoyment of current lifestyles with the pursuit of long-term financial objectives, including retirement planning, education funding, management of stock options and RSUs, and socially responsible investing. Rajiv holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and is recognized on Forbes’ lists of “America’s Top Next-Generation Wealth Advisors” and “Best-in-State Next-Generation Wealth Advisors.” He collaborates closely with clients from various life stages, providing guidance on topics such as family wealth management, legacy planning, tax minimization, and retirement income. Growing up in the Bay Area, Rajiv was inspired by his immigrant parents' achievements to pursue a career in wealth management that supports others in realizing their financial goals. Outside of his professional role, Rajiv leads an active lifestyle as an avid cyclist and member of Peninsula Velo. He enjoys traveling, biking, skiing, camping, hiking, cooking, reading, and spending time with his family. His broad interests and curiosity complement his commitment to client service and personalized financial advising.

Mark Young believes that wealth management is about more than just numbers—it’s about sleeping better at night. As the founder of Clearview Financial, Mark utilizes his dual expertise as a CPA and CFP® to strip away the complexity of financial planning, providing his clients with a clear, tax-efficient roadmap toward their goals. With a career spanning over 40 years, Mark has navigated every type of market cycle. This depth of experience allows him to offer a seasoned perspective that is rare in today’s fast-paced world, ensuring that every strategy is stress-tested for long-term success. His philosophy is simple: put the client’s interest above all else and focus on the “peace of mind” that comes from careful planning and rigorous review. A lifelong San Diegan, Mark is an alumnus of San Diego State University (’83) and Torrey Pines High School (’78). He and his wife are the proud parents of three adult children. When he is not in the office helping clients achieve financial freedom, Mark stays active on the pickleball courts, hiking local trails, or traveling the world with his family.

Wealth Script Advisors offers a wealth management experience unlike any other, designed specifically for tech professionals. With 12 years of experience in the financial advisory industry and certifications such as CFP®, CFA®, and Enrolled Agent, we bring a comprehensive understanding of the unique challenges of equity compensation, concentrated investments, tax strategy, and real estate. Our expertise is rooted in a deep knowledge of the tech sector, allowing us to craft strategies that address the complexities of your financial world while simplifying the path forward. Three key pillars truly separate us from the rest: First, our deep expertise in working with tech professionals. We understand the intricacies of your compensation structures and have the experience to help you maximize wealth while managing the tax implications. Second is our personalized investment experience, which focuses on customization and driving utility. Third, we offer a white-glove boutique experience. Our firm combines the personalized attention of a small, exclusive practice with the expertise and resources of a much larger firm, ensuring that every interaction is seamless and tailored to your specific needs. At Wealth Script Advisors, we’re committed to delivering strategic, thoughtful advice with an unwavering focus on your long-term financial success. Whether you’re navigating equity compensation, building wealth through real estate, or looking for a partner to guide you through life’s financial milestones, we provide the kind of individualized attention that ensures you feel supported and confident every step of the way.

Soumyalakshmi Parasuraman is a CFP® with two years of industry experience, currently serving as a financial advisor at Griffin Black, LLC. Her prior roles include positions at J.P. Morgan Wealth Management, Merrill Lynch, and Bank of America N.A./Merrill Lynch. She has also held various positions in advisory and insurance companies over more than a decade. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with specialized experience in Silicon Valley tech and bio-tech sectors as well as clients with cross-border family or business interests. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning tailored to individual client goals, incorporating diversified asset allocations and advanced analysis for executive compensation.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Thomas Mcintire is a CFP® with 33 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Irving, TX. His prior roles include positions at Cadent Capital, LLC, Insurance Planners & Advisors Group, and The Guardian Life Insurance Company. He serves as a board member and finance committee member for the Dallas Rotary Club Foundation, overseeing investments and supporting the foundation’s philanthropic efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.