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ONE HOUSTON CENTER1221 MCKINNEY STREET
Reg Senior Client Associate
Marc P. Walsh, CFP® , Senior Vice President, Merrill Lynch Global Wealth Management, has been a financial advisor with Merrill Lynch in Houston for the past twenty-eight years. He is a graduate of the University of Texas at Austin with degrees in International Business and Finance (1981). Marc began his investment career as a Financial Advisor with Merrill Lynch in 1985 where he focused on wealth management strategies and investment advice for ultra high net worth families. He also helps clients focus on estate planning issues and works with their advisors in developing their estate plan. Marc is a Certified Financial Planner(™)and received his certificant, a designation awarded by Certified Financial Planner Board of Standards, Inc in 2003. During his career, Marc has has served as investment consultant to corporate retirement plans and also charitable foundations and private schools.Marc is a volunteer pilot and former director for Angel Flight South Central which provides free air transportation for those in need of specialized medical treatment. In 2005, Marc was the recipient of the Security Industry Association (SIA) Good Samaritan Award for his work with Hurricane Katrina relief. In 2008, he was recognized by Registered Rep Magazine and received their Outstanding Advisor Award for his work in charitable aviation. Marc also serves as a trustee for The Post Oak School in Houston, TX. Marc was recently awarded The Financial Times Top 400 Financial Advisors for 2014.CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Marc Walsh is registered to do business in:AL, AR, AZ, CA, CO, FL, GA, IL, KS, KY, LA, MA, MD, MI, MO, MS, NC, ND, NM, NY, OH, OR, TN, TX, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.