Conroe, TX W Davis St Office

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.

Kenneth Coleman III is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, N.A., and The Northwestern Mutual Life Insurance Company. He also worked at Texas A&M University for four years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Selena Requena is a financial advisor at Merrill with six years of experience in the industry, holding a Series 66 credential. Her prior work includes positions at Bank of America, N.A., and Chase Bank, as well as teaching roles at the University of Houston-Downtown and Houston Community College. Outside of her advisory work, she is the sole owner of a rental property in Houston, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.