Houston, TX Greenway Plz Office

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.

Daniel Holzman is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their goals and develop long-term strategies utilizing Fidelity's resources. Prior to his current position, Daniel served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as an Investment Consultant there from 2022 to 2024. Before joining Fidelity, Daniel worked as a Brokerage Specialist at Charles Schwab from 2020 to 2022. He also gained experience as a Prime Brokerage Analyst at Interactive Brokers LLC from 2017 to 2020.

Miguel Ballesteros is a financial advisor at Merrill based in Houston, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Bank of America, LPL Enterprise, and The Prudential Insurance Company of America. Outside the financial industry, he has worked as a bartender at Mama Chang’s in Colmar, PA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Tri Nguyen is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation. Nguyen’s prior work experience includes roles at Prudential & LPL Enterprise LLC, Liberty Precision Company, and Li Beauty House Skincare Spa. Merrill provides managed account services through its Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Yesica Garcia is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2011. Outside of her advisory role, she is a co-owner of a family business unrelated to investment activities. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Samantha Alonzo is a financial advisor at Merrill with 7 years of industry experience. She holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2005. 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.

Carolina Buttafuoco is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Escalada USA LLC and WGU (Western Governors University). 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ricardo Garcia is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with over six years of experience in the financial services industry. His career includes roles at Bank of America, PNC Bank, and Merrill. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

David Gibson V is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016 and concurrently at Bank of America, N.A. since 2017. Outside of advising, he is a co-owner of a family rental property business in Landover, Maryland. 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, and institutional investors.

Ana Lule is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2011. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Eman Abdellatif is a Senior Financial Advisor with Merrill Lynch Wealth Management and a key member of the Evolve Wealth Management Group. Since joining Merrill Lynch in 2013, he has focused on retirement strategies and offers guidance tailored to the unique needs of each client. His areas of expertise include corporate executive services, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and socially responsible investing, among others. Eman holds a range of professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Eman earned his bachelor's degree in Finance from Virginia Polytechnic Institute & State University (Virginia Tech). Recognized for his professional achievements, he has been named to Barron's Top 1,200 Financial Advisors list consistently from 2018 to 2024, as well as the Forbes "America's Top Wealth Management Teams High Net Worth" list from 2022 to 2025, and the 2025 Forbes "Best-In-State Wealth Management Teams" list for the District of Columbia. Outside of his advisory role, he volunteers with the Virginia Tech Alumni Association. Eman lives in Alexandria, Virginia with his wife and two sons. His personal interests include Brazilian jiu-jitsu, where he holds a black belt, as well as following Washington D.C. sports teams.

Ingo Berndt is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jesse Sanchez is a financial advisor at Merrill with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and Thornburg Investment Manager. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Dietert is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank, and has a background that includes six years of military service in the United States Air Force. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Miller Silva is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, with prior experience at Bank of America, N.A. beginning in 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.