One-on-one investment advice and guidance
Juan Montoya, Financial Solutions Advisor

Juan Montoya


Financial Solutions Advisor

5214 Kirby Dr
Houston, TX 77098

Additional Locations

Office: 713.737.7157

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Find me at these other locations
909 Fannin St STE G100
Houston, TX 77010

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713.737.7157


BH96V 77098 juan-j-montoya Schedule an appointment
 
 
 

My name is Juan Montoya, and I'm a licensed Merrill Edge Financial Solutions Advisor™. I can help you save and invest for what matters most to you.

Whether you're interested in learning more about investing, or ready to discuss a specific goal such as retirement or a child’s education, I can help. We'll work one-on-one to design an action plan with specific investment recommendations based on your goals, risk tolerance, liquidity needs and time horizon. Together, we can review your progress and make adjustments as needed to help you stay on track.

I can also offer access to a broad range of Bank of America® deposit and borrowing solutions — from checking accounts, savings accounts and CDs to credit cards — to help you meet your immediate needs and long-term goals.

Whatever your investment needs, I'm available to help you either in person at Bank of America®, 5214 Kirby Dr Houston, TX 77098, or by phone. Contact me to take advantage of a complimentary financial review and see for yourself how Merrill Edge® streamlines investing to help you invest for what matters most to you.

An action plan to pursue your goals

After a one-on-one conversation, you'll receive a Merrill Edge Roadmap® action plan designed to help you pursue your financial goals, such as retirement and college.Footnote *

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Life stage planning

No matter where you are on your investment journey — just starting out, seeking to build wealth, nearing retirement or already retired — I can help.

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Your life priorities

Answer a few simple questions, and you'll get a personalized collection of resources, tools and solutions to help you invest for what matters most to you.

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Investor education

Whatever your level of investing experience, explore educational resources designed to deepen your understanding and help you make more informed investment decisions.

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* Merrill Edge Roadmap® is available with a Merrill Edge Advisory Center™ account.

It starts with a conversation —
let's discuss your investment needs

713.737.7157

Schedule an appointment

Juan Montoya is registered to do business in: AR, FL, LA, NM, NY, OK, TX

Supervisory Office:
20 Greenway Plaza
Houston, TX 77046
832.681.2183