John Curren

William Trist is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves clients by delivering customized wealth management strategies and portfolio management services. As a Managing Director, he offers traditional financial advice and also manages personalized or defined investment strategies that may include individual securities, model portfolios, and third-party investment options. William strives to help clients navigate the complexities of financial planning to achieve their long-term goals, focusing on areas such as college education planning, retirement planning, family wealth management, special needs planning, and managing new wealth. William earned a Bachelor's Degree from the Louisiana State University System and holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, awarded in 2000 by the Certified Financial Planner Board of Standards, Inc. He is also recognized as a Personal Investment Advisor (PIA) and holds expertise in Sports & Entertainment financial planning. Prior to joining Merrill Lynch Wealth Management in 1996, William worked for five years in the banking industry. Residing in Covington, Louisiana, William spends time with his wife, Allison, and their two daughters, Sophie and Georgia. His personal interests include cooking, fishing, golfing, traveling, and family activities. Additionally, he is involved with the ForeKids Foundation.

Bradley Mashburn is a Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering tailored wealth management strategies to individuals, families, and businesses. His expertise encompasses investment research, portfolio management, and alternative investments, supporting clients in achieving their financial objectives through personalized planning and long-term relationship building. Prior to joining Merrill Lynch, Bradley served as a Research Analyst with Infinity Capital Partners, a fund of hedge funds based in Atlanta, where he collaborated with Registered Investment Advisors and family offices to construct and manage alternative investment portfolios aligned with specific risk and return goals. He focuses on client areas including divorce transition planning, education planning, family wealth management, liquidity management, retirement planning, and tax minimization. Bradley holds a Bachelor of Business Administration in Finance from the University of Georgia’s Terry College of Business, graduating with honors. He is a Personal Investment Advisor (PIA) and remains connected to his alma mater as an active alumnus. Outside of work, Bradley enjoys football, music, reading, running, and watching movies.

William Dunbar is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients through The Dunbar Group based in Baton Rouge and Mandeville, Louisiana. He specializes in guiding Catholic institutions, business owners, and families through complex financial decisions by utilizing the proprietary Merrill Personal Wealth Analysis® to develop customized strategies that align with clients' missions and long-term goals. His expertise encompasses areas such as executive compensation, family wealth management, institutional investment consulting, retirement planning, philanthropic planning, and small business strategies. William holds a Bachelor's Degree from Auburn University and St Joseph Abbey Seminary College, as well as a Master's Degree from Saint Meinrad. He carries professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is a member of professional organizations such as the Knights of Columbus, St. Joseph Abbey Seminary College Alumni Board, and Young Catholic Professionals. In addition to his professional work, William is involved in community activities including Habitat for Humanity - St. Tammany and serves on the St. Joseph Abbey Seminary College Alumni Board Executive Council. His personal interests include boating, camping, chess, cooking, fishing, football, hunting, pickleball, soccer, and spending time with his family.