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Sales Manager - Wealth MgmtFirst Vice President - Wealth Management9595 SIX PINES DRIVE
Suite 8380THE WOODLANDS,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Sales Manager - Wealth Mgmt
First Vice President - Wealth Management
The team of Friebel & Associates has over 30 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 and asset preservation, philanthropic planning and college planning. 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:
Bill enjoys working with business owners, professionals and their families to pursue their goals of financial independence and freedom. He has been in the advisory and consulting business since 1994. 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 Analyst® (CDFA®) designations.Bill serves on the Board of Directors of his Rotary Club as a Past President, is a past Board Chair of CASA Child Advocates, mentors small business owners as a volunteer with SCORE, and is active with his church. He is a multiple Rotary Paul Harris Fellow, a recipient of the "Service Above Self" Award, and a 2016 graduate of Leadership Montgomery County (LMC). Bill and his wife, Hayli, reside in The Woodlands, Texas with their two daughters and two dogs.CLIENT SERVICEKayla Rucker and Donica Masterson – Client AssociatesKayla and Donica are Client Associates and began their career with Merrill Lynch to assist with client service and account administration.Kayla began her career with Merrill Lynch in 2012. As a client associate, she has demonstrated her ability to respond to clients' financial needs and daily administrative operations of the team. Kayla is a graduate of Sam Houston State University. Kayla lives in the Lake Conroe area with her husband Ronny and two children.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ 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® (CAP®) is 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 registered marks of The Institute for Divorce Financial Analysts™. Chartered Retirement Planning CounselorSM (CRPC®) is 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 advisors.
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
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