Financial Advisor, Merrill Lynch

The Sharpe Group

Global Wealth Management

GALLERIA FINANCIAL CENTER
5065 WESTHEIMER
Suite 1200
HOUSTON, TX 77056-5606

Phone: (713) 8404730
Email:

Directions to Branch

PROFESSIONAL STAFF

Iain A. Sharpe (713) 840-4730 Wealth Management Advisor Senior Vice President-Wealth Management View Profile
Gorana Komazec-Tosic (713) 840-4777 Senior Financial Advisor Senior Vice President-Wealth Management View Profile
Guillermo Sanchez-Guzman (713) 840-4827 Financial Advisor View Profile
Helen Brown (713) 840-4722 Financial Services Associate View Profile
Danyel Creager (713) 840-5914 Client Associate View Profile

PROFESSIONAL PROFILE

The Sharpe Group works in concert with our firm wide resources to design and deliver a suite of services dedicated to a select group of families and privately held, middle-market businesses. Our Goal is to deepen your experience with Merrill Lynch and forge an objective, advisory based relationship that seeks to help you achieve and maintain your vision of financial success. The Sharpe Group represents a single source of all Merrill Lynch's capabilities.

We provide sophisticated advice based on an open architecture model, through one organization combining talented professionals who specialize in key areas of wealth creation, preservation and transfer.

The Sharpe Group works with clients to assist in all aspects of financial management including:

Corporate Advisory Services
Wealth Management and Estate Planning Services
Investment Management
Credit and Lending
Insurance
Trust Services
Philanthropic Planning

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Gorana Komazec-Tosic is registered to do business in:CA, CO, FL, GA, KY, LA, NH, NV, NY, OK, PA, TX, VA

Guillermo Sanchez-Guzman is registered to do business in:CA, CO, FL, TX

Iain Sharpe is registered to do business in:CA, CO, FL, GA, KY, LA, ND, NH, NV, NY, OK, PA, TX, VA

Reporting available on FA.COM Set-Up Tool

Client Commitment