Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Industry Spotlight > Women in Wealth

Merrill Breakaways Form $165M Group in Houston

By Janet Levaux

X
Your article was successfully shared with the contacts you provided.

A group of veteran ex-wirehouse advisors has started Royal Harbor Partners, a wealth management firm in Houston with three advisors and roughly $165 million in client assets. The partners are Glenn Royal, a certified financial planner; Michele Jones; and Natalie Picha.

“Every partner has deep roots in Houston, and our moral compass pointed us to a business model that will best allow us to do right by our community and our clients,” according to Picha. 

The group uses Purshe Kaplan Sterling Investments as its broker-dealer, according to FINRA BrokerCheck. 

Royal is a former institutional trader and private client wealth advisor. He has 24 years in the business, having spent the past six at Merrill Lynch. Earlier, he was with Morgan Stanley, Citigroup, UBS, Legg Mason, Morgan Keegan and Alex. Brown.

Jones has about 20 years in the industry, having served in leadership roles within the financial service industry, according to Royal Harbor. She was with Merrill Lynch for nine years, Banc of America Investment Services for six years, Morgan Stanley for three years and Copeland Equities for one year. 

Picha has been an advisor for 10 years. She spent six with Merrill, one with Morgan Stanley and two with Farmers Financial. Currently, Picha is on the city council for Seabrook, Texas; Royal is a former mayor of that city. 

“We founded Royal Harbor Partners because of our ongoing dedication to our clients and the Houston community,” Picha explained. “We … aim to provide a unique investment experience for every client.”

The group’s office is about 20 minutes from downtown Houston and is near the NASA Space Center, Ellington Field and the Lone Star Flight Museum.

Janet Levaux

@Think_JanetL

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.