Hank Matula
Senior Vice President, Wealth Management Advisor, Portfolio Manager
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Hank Matula
Partner with Matula, Stubbs, Winkler & Young Wealth Management group. Certifications-CERTIFIED FINANCIAL PLANNER®, CFP® professional - Portfolio Manager, Merrill Lynch Wealth Management Investment Advisory Program - Certified Plan Fiduciary Advisor®, CPFA® designee*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Experience
Wealth Management Advisor, Senior Vice President
Jun 1993 — Present
Education
The Wharton School University of Pennsylvania
The Wharton Executive Education Program
2003 — 2003
University of Houston System
Bachelor's Degree
1988 — 1992
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