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Pablo Munoz Location
Houston, TX, US
Pablo Munoz Work
2024 -now Financial Advisor, First Vice President @
2025 -now Board Member @
2012 -2024 Wealth Management Advisor, First Vice President @
Pablo Munoz Education
Rice University - Susanne M. Glasscock School of Continuing Studies
Certified Financial Planner Certification Education Program (Financial Planning)
2016-2017
University of Houston System
Bachelor's Degree (Finance)
2008-2012
Pablo Munoz Skills
Financial Services
Wealth Management
Financial Education
Employee Benefit and Business Strategies
Customized Investment Strategies
Corporate Retirement Plan Management
Business Retirement Plans
College Education Planning
Estate Planning Strategies and Wealth Transfer
Customized Wealth Strategies
Intergenerational Wealth Transfer
Generational Wealth Transfer
Spanish Speaking
Portfolio Management and Investment Stratgies
High Net Worth Portfolio Management
Wealth Management and Retirement Planning
Pablo Munoz Summary
Pablo Munoz, based in Houston, TX, US, is currently a Financial Advisor, First Vice President at Morgan Stanley. Pablo Munoz brings experience from previous roles at Institute of Hispanic Culture of Houston and Merrill Lynch Wealth Management. Pablo Munoz holds a 2016 - 2017 Certified Financial Planner Certification Education Program in Financial Planning @ Rice University - Susanne M. Glasscock School of Continuing Studies. With a robust skill set that includes Financial Services, Wealth Management, Financial Education, Employee Benefit and Business Strategies, Customized Investment Strategies and more. Pablo Munoz has 3 emails and 1 mobile phone numbers on RocketReach.
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