Joel J.
Senior Vice President, Senior Financial Advisor
- Role
- Senior Financial Advisor, First Vice President at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Joel J.
I\'m a Senior Vice President, Senior Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. Our team operates with a singular purpose: to provide a preeminent wealth management experience to entrepreneurs, executives, retirees, and their family members, founded on exceptional service, professionalism, and consistency. Anticipatory service is the hallmark of our outreach and offerings. Through consistent processes, clear communication, and unwavering service, we strive to deliver integrated wealth planning, analysis, and strategy that can help clients achieve their objectives quickly and efficiently. I began my financial career in 1998 and joined Merrill Lynch Wealth Management in the summer of 2008. As a Senior Financial Advisor I manage personal financial affairs for a few select families and businesses. I focus on providing individualized wealth management strategies and offering a range of services for financial opportunities both simple and complex.
Experience
Senior Financial Advisor, First Vice President
May 2008 — Present
Education
Texas Tech University System
Bachelor's Degree
1992 — 1995
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