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Berry, Erbring, Gray & Associates

Private Wealth Advisors
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Roger  Berry

Roger Berry,

Senior Vice President

Private Wealth Manager

512.397.3720
Felix  Erbring

Felix Erbring

Senior Vice President

Private Wealth Manager

512.397.3730
Ted Gilbert Gray

Ted Gilbert Gray,

Senior Vice President

Private Wealth Manager

512.397.3740
Kelly  Chimera

Kelly Chimera,

Senior Private Wealth Associate

512.397.3760
Amanda Bucher Wells

Amanda Bucher Wells

Registered Private Wealth Associate

512.397.3763

Additional Resources

profile photo

Grady West III

Wealth Strategist

Merrill Lynch

Timothy J Bennett

Timothy J Bennett

Division Structured Credit Executive

Bank of America, N.A.

Andrew McFarland

Andrew McFarland

UHNW Insurance Specialist

Merrill Lynch

Solutions designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Our Focus on Business Owners

If you are a business owner, your business is much more than your livelihood. It represents years of hard work and sacrifice. It is your past, but also your future—the springboard to what you want to achieve, both for yourself and the people you love.

Most business owners recognize the importance of their decisions in preparing a business for sale. For many entrepreneurs, this opportunity comes but once.

Given what is at stake, experience counts. Liquidity events are time sensitive, interdependent transactions. A lot of factors need to align in order for a sale to go smoothly and to be optimized to your advantage.

And that is where my team and I can best help. We’ve worked with business owners throughout Texas and beyond, helping them anticipate, prepare for, and maximize the potential sale of their business. We work in concert with your deal team—or can help you put that team in place, if needed.

We believe there are a few factors that set us apart:

· We’re experienced. We’ve been through this before, multiple times, and know the sequence, timing, and hard work involved. We’re not shy about doing the heavy lifting so that your transaction goes as planned.

· We’re cooperative. We’re skilled at keeping the wider team on task, moving in the same direction, and clear about desired outcomes.

· We’re thorough. We help you understand what’s ahead through detailed roadmaps, tailored to your exact situation:

­     A Family Wealth Management Profile. We help you organize your wealth in its entirety, so that you can see the implications of your transaction.
­     A Goals-Based Plan Matching Assets to Goals. We align assets to your unique long-term goals, regularly measuring funding status.
­     A Pre-Transaction Checklist. We know the pieces that need to be in place for you to complete a successful transaction.
­     Detailed Plan for Post-Transaction Proceeds. A sale is only a midpoint in your process. You want to be prepared, mentally and financially, for what comes next.

· We’re discreet. We place the highest value on your privacy.

If you are considering selling your business in the next five years, reach out to us. We can give you some factors to consider so that you can take positive steps toward the outcome you envision, for you, your family, and your business.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

Berry, Erbring, Gray & Associates

Private Wealth Advisors