Top advisors focused on cross-border / expatriate tax planning 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.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Transition Financial Advisors Group, he worked at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates through discretionary investment management and optional standalone financial planning and consulting. The firm is notable for its cross-border practice focused on U.S.–Canada transitions, outsourced tax services, and documented use of derivatives in client accounts.

Alexander Acevedo is a financial advisor at One Capital Management, LLC with Series 63 and Series 65 licenses. He joined the firm in 2025 and has a background that includes work at the University of Southern California's Physical Therapy School and self-employment. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by macroeconomic assessment and fundamental research.

Domonic Mustafa is a financial advisor at Hoxton Wealth USA LLC with a Series 65 designation and a background that includes roles at Infinity Financial Solutions, Selby Jennings, and Pinpoint Partners. He has been active in the financial services industry since 2016 and is also involved with Infinity Financial Solutions, a financial planning firm based in Bangkok, Thailand. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates holding UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm employs a network model of independent advisors and focuses on pension transfer and SIPP advisory services, managing approximately $470 million in assets on a non-discretionary basis.

Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. from 2008 to 2022. Outside of his advisory role, he serves as treasurer for Boy Scouts of America Troop 1891 in Katy, Texas. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes strategic asset allocation and multi-level diversification in managing approximately $407 million for about 188 clients.

Daniel Molina is a Private Wealth Advisor with Merrill Private Wealth Management. He brings 15 years of experience in the financial industry, focusing on areas such as Corporate Executive Services, Institutional Consulting, International Wealth Management, and Tax Minimization. Daniel is dedicated to providing personalized wealth management strategies tailored to the unique needs of his clients, aiming to support their financial goals and secure their financial futures and legacies. He holds a bachelor's degree from Universidad Panamericana and has earned the Personal Investment Advisor (PIA) designation. Daniel is fluent in English and Spanish and serves a diverse clientele. Outside of his professional role, he has interests in cooking, skiing, and tennis. He is affiliated with the organization Forbes.