Vaughn Scofield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team provide a comprehensive approach to wealth management by offering personalized wealth planning and tailored strategies designed to address clients’ unique short- and long-term financial goals. Their services encompass portfolio management, retirement planning, tax minimization, legacy planning, and liquidity management, among other areas. Supported by Merrill’s investment insights and product breadth, as well as banking, trust, and fiduciary services from Bank of America, Vaughn assists clients in managing all aspects of their financial lives. Vaughn holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both a Bachelor’s Degree and a Master of Business Administration (MBA) from Louisiana State University. In his professional practice, Vaughn emphasizes building trust through transparency, objective advice, and open discussion, working closely with his clients to help them stay on course amid changing circumstances. Outside of his professional responsibilities, Vaughn engages in community involvement through volunteer work. His personal interests include basketball, football, golfing, music, reading, spending time with family, traveling, and watching movies.

Patricia Philmon is a Senior Resident Director at Merrill, where she provides corporate and individual clients with financial advice tailored to their specific needs and objectives. She employs a personalized strategy that integrates all aspects of a client's financial life to identify optimal solutions, including retirement analysis, stock option analysis, life insurance funding, and educational planning. Patricia joined Merrill in 2008 and utilizes the firm's comprehensive resources to offer disciplined, thoughtful strategies adaptable to changing market conditions. Patricia earned a Bachelor of Science degree in Accounting from McNeese State University in 1989 and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, along with Series 7 and Series 66 FINRA registrations. She is licensed to sell fixed and variable annuities, long-term care, and life insurance products. Her client focus areas include divorce transition planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, women and wealth, and retirement income. Patricia is involved in multiple professional organizations and community activities, including Christus St Pats, Greater Lake Charles Rotary Club, Sowela Community College Foundation Board Advisor, Trinity Baptist Church, American Heart Association, SWLA Chamber Business Women Network, and serving as a judge for local dance and twirling contests. She is originally from Southwest Louisiana and graduated from Sulphur High School. Patricia enjoys cooking, dancing, football, music, reading, and spending time with her family.