“Unbiased, clear and original in its long-term view of portfolio construction. A must read for serious investors.”
—Charles R. Schwab

 

Brian Merrill, CFP®

  • Brian Merrill, CFP®

    Partner, Director of Marketing, Investment Committee

    Brian was born and raised in Houston, graduating from Memorial High School in 1997. He proceeded to Southern Methodist University where he earned a BBA in Finance and Marketing (double major) in 2001.
     
    Brian interned at Enron Corp. and then accepted a full time offer upon graduation. Two months after the infamous Enron collapse, Brian left to join his father at Tanglewood.
     
    For his first three years at the firm, Brian served as an investment analyst doing research and assisting with portfolio management. In 2004 he started the “All Seasons Retirement Portfolios” program at Tanglewood, now named “Tanglewood Portfolios”. 
     
    In 2014, Brian purchased a 10% stake in Tanglewood and joined the firm as the third equity partner.  With this change, Brian’s role transitioned to greater leadership, including his current role as Director of Marketing and serving as a key member of the firm’s Investment Committee.  Brian continues to serve as Wealth Manager for firm clients.  
     
    Brian has co-written two books with his father, The Sure Road to Investment Success (2007) and Investing in Uncertain Times (2012). Beginning in 2009, he served a two-year term as a member of Charles Schwab & Company’s Technology, Operations and Service (TOS) Advisory Board, where he was the representative for the South Central region of the United States.
     
    Over the years Brian has taken leadership positions for several nonprofit groups in the Houston area.  In 2014, he married the love of his life, Nikki.  In 2016, their son Brendan was born.  They have two rescue dogs “Lucky” and “Little Guy” and the five of them live near Memorial Park in Houston.
    “I’m fortunate to work with such a high quality firm, and to do work that I love with people I respect. Personally, I most enjoy working with successful professionals under 50 who are committed to their long term goals.  These highly motivated, high earners are still working toward their goals, understand the value of savings, and value an Advisor they can partner with to plan, protect and preserve their accumulating wealth so that they can focus on other priorities during this time in their life.”

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Media Appearances:

    The Financial Planner's Guide to Giving-3 Tips for the Holidays    Houston Business Journal,  November 20, 2015

    Oil prices up as report says companies re-evaluating $1.5 trillion in projects     Houston Chronicle, Septemver 21, 2015

    Advisors Go Paperless for Efficiency and Growth     Financial Advisor IQ,  July 29,2015

    Outsourcing Inspires Strong Feelings in FAs: Study    Financial Advisor IQ, April 27, 2015

    60 is the new 30: Here’s how that has revolutionized Houston’s retirement industry    Houston Business Journal, August 29, 2014 

    Have too much money in your retirement account? See this guy     Houston Business Journal, June 12, 2014

    Smooth Transitions      Morningstar Advisor, April 14, 2014

    Tech cuts costs, lower clients fees for Houston financial advice firm     Houston Business Journal, July 3, 2013

 

Contact Information

1400 Post Oak Boulevard, Suite 550
Houston, TX 77056
Phone: (713) 840-8880
webmaster@tanglewoodwealth.com

 

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