Steven Ambriz AWMA® CRPC®
Senior Financial Advisor
Steven began his financial services career in 2009 and joined Merrill Lynch Wealth Management in 2012. He is committed to bringing the firm’s full value to clients in the areas of wealth management, as well as providing access to Bank of America, N.A. services, such as customer lending and banking. Steven focuses conversations on clients’ unique goals and risk tolerances, in order to help them develop more meaningful financial strategies. Steven’s goal-oriented process, with a high-touch service, is designed to help clients pursue success through tracking and communication. Steven holds the Accredited Wealth Management AdvisorSM (AWMA®) and Chartered Retirement Planning CounselorSM (CRPC®) designations, awarded by the College for Financial Planning.
Steven graduated from The University of Houston Downtown with a bachelor's degree in marketing. He enjoys fishing, football and other outdoor activities. Steven and his wife, Amanda, reside in Richmond TX with their sons, Tre and Dominic.