Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English
McNeese State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Structured Credit Executive
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Wealth Strategies Advisor
Bank of America, N.A.
2020 Country Club Rd., Lake Charles, LA 70605
October 30th, 2023|11:00 AM - 4:00 PM CDT
November 7th, 2023|11:30 AM - 12:30 PM CDT
At Merrill, we help clients nearing retirement navigate the unique challenges they face when it comes to understanding their Medicare choices.
Please join me and Vanguard, as we review your Medicare choices, supplemental plans and enrollment periods. We will also discuss the importance of having a dynamic wealth and investment plan and how to properly identify an advisor that can support you throughout your career and into retirement.
Hosted by:
Cheryl Duhon
Vice President, Senior Portfolio Advisor
Financial Advisor
Merrill Lynch Wealth Management
Presented by:
James Entwisle, CFP®
Sales Executive - Southeast
Vanguard Financial Advisor Services™
Please RSVP here.
*Note: This is a virtual event. Come as you are. Participant cameras will not be on. After you RSVP, you will receive an email from "messenger" with a calendar invitation attached in the email. Please open the attachment to add the event to your personal calendar.
901 Ryan St., Lake Charles, LA 70601
February 14th, 2024|11:30 AM - 1:00 PM CST
This invitation is for you and a guest to join us for a Valentine's Day Seminar and Lunch at Pujo Street Café. The event will include a discussion about the value of personalized financial advise, the unique journey facing women investors, and a wonderful meal curated by Chef Dan Shad with Valentine's Day games.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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