Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
Centenary College of Louisiana
Northwestern State University of Louisiana
Our experts examine the forces that are changing the world – and how they may impact your life
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Getting to know you is our primary goal.
We will work to help you stay on track, regardless of what the markets are doing.