Upcoming events

Understanding Medicare

CDT

You must RSVP to receive access credentials for this event or seminar

Danielle Roberts, Boomer Benefits Founding Partner - John Hancock

Jennifer Marcontell, Private Wealth Advisor

Marc Danile, John Hancock

For more information: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

This is an informational seminar. There is no cost or obligation.
This event is sponsored by: John Hancock.John Hancock and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Family Love Letter

CDT

Marcontell Wealth Management, 2830 N FM 565 , Suite 600, Mont Belvieu, TX 77523

Karen Drancik, Senior Vice President - Neuberger Berman

Jennifer Marcontell, Private Wealth Advisor

Jerry Hanley, Neuberger Berman

To reserve a spot: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

This is an informational seminar. There is no cost or obligation.
This event is sponsored by: Neuberger Berman.
Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Family Love Letter

CDT

Marcontell Wealth Management, 2830 N FM 565, Suite 600, Mont Belvieu, TX 77523

Karen Drancik, Senior Vice President - Neuberger Berman

Jennifer Marcontell, Private Wealth Advisor

Jerry Hanley, Neuberger Berman

To reserve a spot: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

This is an informational seminar. There is no cost or obligation.
This event is sponsored by: Neuberger Berman.
Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Halloween Shred Day

CDT

Marcontell Wealth Management Office, 2830 N FM 565, Suite 600, Baytown, TX 77523

Jennifer Marcontell, Private Wealth Advisor

Join us for a Halloween Shred Day on October 28th from 3:00 p.m. to 6:00 p.m. Safely dispose of your sensitive documents and enjoy a Halloween treat with the Marcontell Wealth team!

For more information: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

There is no cost or obligation.

Marcontell Wealth Management Christmas Party

CST

Hyatt Regency Baytown, 100 Convention Center Way, Baytown, TX 77520

Jennifer Marcontell, Private Wealth Advisor

Join the Marcontell Wealth Management team for a night filled with festive cheer and merry moments as we celebrate the magic of the season together at the Hyatt Regency Baytown on December 10th! Space is limited. Please RSVP by Tuesday, November 26th.

To reserve a spot: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

There is no cost or obligation to attend.

Toys for Tots Toy Drive

CST

Marcontell Wealth Management Office, 2830 N FM 565, Suite 600, Mont Belvieu, TX 77523

Jennifer Marcontell, Private Wealth Advisor

Marcontell Wealth Management is a proud supporter of the Marine Corps Reserve Toys for Tots! This October and November, our office has decided to collect new, unwrapped toys in support of Baytown Toys for Tots. Please consider dropping off contributions the next time you’re in the area.

Collection Dates: November through December 12th
Items needed: New, unwrapped toys
Office address: 2830 N FM 565 Suite 600, Mont Belvieu, Tx, 77523

We hope you have a fantastic holiday season and look forward to seeing you at the Marcontell Wealth Management Christmas Party on December 10th!

For more information: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

There is no obligation.
We are not able to accept cash or check donations at our office.