Tactical Associates
Private Wealth Management

600 Travis Street, Suite 7400
Houston, TX 77002
Toll-free: 800.805.5637
Phone: 713.632.8369
E-mail: Tactical Associates

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Global Capabilities, Global Resources

Complete wealth management extends beyond traditional asset allocation. The talents and skills of Tactical Associates are enhanced by the capabilities of the Private Banking and Investment Group at Merrill Lynch. Accessing and utilizing those resources to benefit clients is a core part of our approach.

We have access to the deep, worldwide intellectual capital of Merrill Lynch, the same extensive network counted upon by our largest corporate clients. This network includes resources such as global economists, investment strategists, and commodity and currency analysts, as well as specialists in estate planning services. On your behalf we can also access Bank of America specialists in trust services, credit and cash management, and lending. These resources give us the flexibility to help you simultaneously pursue multiple goals that may include income generation, intergenerational wealth transfer, tax minimization strategies, philanthropic endeavors and other personal objectives.

Our value to clients, we believe, extends well beyond wealth management. Our full platform of strategies and experienced advice and guidance can touch nearly every aspect of your life.

Reprinted with permission of Barron's

Exceptional Wealth Demands Experienced Skill

Our team has become adept at handling a wide range of wealth management situations, largely because of the training, talent and enthusiasm of each team member. Each professional brings a set of complementary skills, which together create a foundation of insight, knowledge and action. We pride ourselves on being guided by what's appropriate for you. Whether you're in Houston or across the country, Tactical Associates is committed to offering you forward-thinking wealth management.

  • Tactical Associates

    Philip M. Dodson, CIMA®

    Managing Director – Wealth Management
    Private Wealth Advisor
    Senior Portfolio Manager
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  • Tactical Associates

    Thomas V. Rushing, CIMA®

    Managing Director - Wealth Management
    Senior Consultant
    Senior Portfolio Manager
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  • Tactical Associates

    Malia Skaer Morales, CIMA®, CRPC®

    Senior Vice President – Wealth Management
    Private Wealth Advisor
    Senior Portfolio Manager
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  • Tactical Associates

    Tyler Lane, CFA®

    Senior Vice President – Wealth Management
    Private Wealth Manager
    Senior Portfolio Manager
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  • Tactical Associates

    Joe Bybee, CFA®

    Senior Vice President – Wealth Management
    Private Wealth Advisor
    Senior Portfolio Manager
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  • Tactical Associates

    Ted Ellsworth

    First Vice President - Wealth Management
    Senior Consultant
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  • Tactical Associates

    John H. Tyler

    First Vice President – Wealth Management
    Private Wealth Advisor
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  • Tactical Associates

    Kurt White

    Private Wealth Analyst – Business Development
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  • Tactical Associates

    Victor Hsu

    Private Wealth Analyst - Investments
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  • Tactical Associates

    Jeremi Zabel, AAMS®

    Private Wealth Analyst - Investments
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  • Tactical Associates

    Mack Kraycirik, CPWA®

    Private Wealth Analyst - Relationship Management
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  • Tactical Associates

    Christian Tycksen

    Private Wealth Analyst - Investments
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  • Tactical Associates

    Michael Bagot

    Private Wealth Analyst - Business Management
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  • Tactical Associates

    Carolyn Rice

    Senior Private Wealth Associate
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  • Tactical Associates

    Nancy Sparks

    Private Wealth Associate
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  • Tactical Associates

    Dolores Chavira

    Senior Private Wealth Associate
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  • Tactical Associates

    Van Ngo

    Senior Private Wealth Associate
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Thomas Rushing is registered to do business in :

Philip Dodson is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Malia Skaer Morales is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Tyler Lane is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Joseph Bybee is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

John Tyler is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

For questions regarding registration information please contact your Financial Advisor.
E9F56176 (SCD*******803)