Thomas Kreamer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been advising clients since 1986, bringing extensive experience in wealth management, insurance, and banking. Thomas applies key investment concepts, disciplines, and principles to client portfolios through Merrill Lynch’s wealth management process. He holds a Master of Business Administration (MBA) from Tulane University in New Orleans and a bachelor’s degree from the University of Louisiana at Lafayette. Thomas is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also carries the Personal Investment Advisor (PIA) credential. Thomas is active in his Church and participates in several civic organizations.

Irvin David is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2004, focusing on wealth management strategies, retirement planning, education solutions, and credit and lending services offered through Bank of America. Irvin works closely with clients to develop personalized financial plans that align with their life priorities and goals. Irvin earned a Bachelor's degree from the College of Business at Colorado State University. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and small business strategies. Born and raised in South Louisiana, Irvin is married to his wife, Elise, and they have five children. He participates in his community by serving on the St John's Parish Finance Council. Outside of work, he enjoys boating, football, hiking, and spending time with his family.