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9595 SIX PINES DRIVE
Suite 8380THE WOODLANDS,
Sales Manager - Wealth Mgmt
First Vice President-Wealth Management
Senior Financial Advisor
Reg Senior Client Associate
The team of Friebel Allizadeh Hudson DeLoit has over 175 years of collective experience serving clients in the financial services industry that value integrity, objectivity and transparency. We begin by listening to the needs of clients that include successful business owners, executives, professionals, and retirees in pursuing their long-term life goals.Our group adheres to a disciplined process that delivers a consistent yet personalized wealth management experience based on attentive service, consistent risk-adjusted performance, and regular communication. Through ongoing reviews, we are able to monitor a client’s progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their life and/or business.Our team has specific experience with retirement planning, professional wealth management, corporate education, complex estates, wealth preservation, asset protection, philanthropic planning and college planning. Additionally, our team has extensive experience consulting on 401(k) plans, defined benefit/cash balance plans, 403(b) plans and non-qualified deferred compensation plans.With a strong belief in continuous learning to assist clients in achieving more in an ever changing world, some of our team members have achieved the following professional designations and qualifications:
A graduate of Kettering University in Michigan, Bill joined Merrill Lynch in 2004 from a global consulting and advisory firm and holds the CERTIFIED FINANCIAL PLANNER™* (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., Chartered Advisor in Philanthropy® (CAP®), Chartered Retirement Planning CounselorSM (CRPC®) and the Certified Divorce Financial AnalystTM (CDFATM) designations.Bill serves on the Board of Directors of his Rotary Club, is a past Board Chair of CASA Child Advocates, and is active with his church. He is a Rotary Paul Harris Fellow and a recipient of the "Service Above Self" Award. Bill and his wife, Hayli, reside in The Woodlands, Texas with their two daughters and two dogs.Danny Allizadeh – Financial Advisor, Vice PresidentDanny drives the team’s onsite corporate education program at several Houston area companies. He has been in the financial services industry since 1997 and joined Merrill Lynch after 13 years of experience consulting advisors on the investment management, portfolio design, and retirement income strategies for clients. Danny graduated from the University of California at Berkeley with a degree in American Studies focusing on Finance and Business Administration.Danny enjoys coaching youth sports, particularly baseball and football. He lives in The Woodlands with his wife, Debra, their two children and dog. Drew Hudson – Senior Financial Advisor, Vice PresidentAndrew “Drew” Hudson joined Merrill Lynch as a Senior Financial Advisor in 2014. He has over 20 years of financial services experience with his career starting in 1993 at Fidelity Investments. Drew has extensive experience in helping clients in the areas of long-term investments, estate planning services, pre-retirement planning, and retirement income planning. He earned his undergraduate degree in Finance from the University of Texas at Arlington and a MBA in Financial Planning from the University of Dallas.Drew is an active member of his community through his volunteer efforts with Big Brothers Big Sisters, Little League Baseball, South County Football League, YMCA, and CISD. Drew and his wife, Linda, reside in The Woodlands with their three boys.Heidi DeLoit – Financial AdvisorHeidi focuses on supporting clients' retirement plans including 401(k), 403(b) and defined benefit/cash balance plans. She has the ability to consult on retirement plan design, conduct vendor searches as well as review and monitor plan document and ERISA compliance. Heidi joined Merrill Lynch in 2012 with over 17 years in the financial services industry. She has been a retirement plan consultant since 1995 and has audited retirement plans as well as trained financial advisors on retirement plan regulations.Heidi is a member of both the National Institute of Pension Actuaries (NIPA) and the American Society of Pension Professionals & Actuaries (ASPPA). She is a graduate of Auburn University with a Bachelor degree in Accounting/Business Administration. Heidi lives in The Woodlands with her husband, Dave and their four children.Cary Marger, CRPC®, CRPS® – Financial AdvisorCary focuses on business operations and investment management for the team. He is a graduate from the University of Texas at Austin and joined Merrill Lynch in 2010 after working 10 years for the U.S. Antarctic Program. Cary holds both the Chartered Retirement Planning CounselorSM and Chartered Retirement Plans SpecialistSM designations. He lives in Salt Lake City.Additional ResourceFrank Vatuna – Vice President, Wealth Management BankerYou may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Frank supports your Financial Advisor team and has been in the financial services industry since 1982 when he joined Bank of America.CLIENT SERVICECarrie Todd & Cindi Lange – Registered Senior Client AssociatesCarrie and Cindi are both Registered Senior Client Associates that have worked together for 22 years. Carrie earned her Associate’s degree in 1984 and began working in the financial services industry, including time working in operations as well as client service. Cindi began her career in financial services in 1982 and has held various administrative and management positions, including Operations Manager.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Advisor in Philanthropy® and the CAP® mark are the property of The American College, which reserves the sole rights to their use, and is used by permission. Certified Divorce Financial Analyst™ and CDFA™ are trademarks of The Institute for Divorce Financial Analysts™. Chartered Retirement Planning CounselorSM and CRPC® and Chartered Retirement Plans SpecialistSM (CRPS®) are registered service marks of the College for Financial Planning. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisor
William Friebel is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Danny Allizadeh is registered to do business in:CA, FL, IL, IN, LA, MI, MN, MO, OK, SC, TX
Drew Hudson is registered to do business in:CO, DC, FL, ID, LA, MI, NY, OK, TN, TX, WY
Heidi DeLoit is registered to do business in:AR, CO, DC, FL, ID, IL, IN, LA, MA, MI, MN, MO, NY, OK, SC, TN, TX, WY
Cary Marger CRPC® CRPS® is registered to do business in:AL, AR, CA, CO, FL, ID, IL, IN, LA, MO, NJ, OK, SC, TX, UT, WY
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