Brian Merrill, CFP®
Vice President | Shareholder | Corporate Development Officer
Brian oversees corporate development at Tanglewood and serves on the firm’s Investment Committee while continuing to work directly with a select group of Wealth Management clients.
He started at Tanglewood as an investment analyst, spending his first three years on research and portfolio management before launching the “All Seasons Retirement Portfolios” program — now Tanglewood Investment Management. He has co-authored three books with his father John, including The Sure Road to Investment Success (2007), Investing in Uncertain Times (2012, updated 2018), and Perpetual Wealth (2025, with Tom Bruce).
Brian grew up in Houston and lives in the Memorial area with his wife Nikki, their sons Brendan and Benjamin, and their dog Mega. He has held leadership positions with several nonprofit organizations in the Houston area.
- B.B.A in Finance and Marketing, Southern Methodist University
- CERTIFIED FINANCIAL PLANNER®
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.
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