PROFESSIONAL PROFILE

Jan Broyles is a Vice President and Wealth Management Advisor with the Merrill Lynch Sugar Land office.

Jan’s practice is geared toward helping people plan and invest for retirement. She holds the Chartered Retirement Planning Counselor designation from the College of Financial Planning which was awarded in 2003. Jan advises small and mid-size business clients in the management of their Profit Sharing and 401(k) Plans, in addition to working with individuals nearing or in retirement.

Jan’s greatest satisfaction comes from clients' financial success and the long term relationships which develop as a result. She looks forward to the opportunity to earn your business and would welcome a personal meeting to explore how she could be of service to you.

Jan has been providing wealth management advice and services since 1986 upon completion of her MBA from the University of Tulsa. She also holds a Bachelors degree from Baylor University and has been with Merrill Lynch since 1988. Jan and her family live in Telfair, where she is a member and volunteer in several organizations including St. Laurence Catholic Parish and Ft. Bend TriPsyclones Triathlon Club.