Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in our Client Relationship Summary. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. You should consult your legal and/or tax advisors before making any financial decisions Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. Past performance does not guarantee future results. There is always the potential of losing money when you invest in securities. If you have questions regarding your particular situation, please contact your legal or tax advisor. This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. Finance: Bringing it all together and defining your financial goals.Work: Working in retirement, selling or starting a business.Giving: Volunteering, mentoring others and giving to charities.
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Leisure: Spending your free time in meaningful ways.Family: Taking care of your family and other people in your life.
Home: Upsizing, downsizing, remodeling or buying a vacation home.Health: Managing healthcare expenses, now and in the future.So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities. I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. This drives my interest in spending time volunteering with organizations in our community.įocus On Individuals, Families and Small Businesses
I follow the deep-seated Merrill tradition of participating in the communities we serve. With over thirty years of experience in operational and accounting management and ownership within the auto and heavy truck dealership environment, I have a diverse business background which allows me to have the insight into what business owners want and need in structuring their wealth management, estate and business financial concerns. I joined Merrill Lynch Wealth Management in 2012. I am a 1980 graduate of Louisiana State University Baton Rouge with a Bachelor of Science in Industrial Management. Big game hunting is my biggest passion I sincerely love and respect the great outdoors. Currently I am serving as a board member of the Chennault International Airport Authority. I am an active member of Good Shepherd Episcopal Church and past Vestry member holding the offices of Junior Warden, Senior Warden and Finance Committee Member of the church. My wife, Brigette Walker Martin, and I have four children (three girls and one son). I am a lifelong resident of Lake Charles, Louisiana.
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