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Top 3 financial advisors of 3 near 70761
Out of 400,000+ nationwide
Bryan M
Series 63, Series 65
Saint Francisville, LA
Merrill
Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.
Gertrude P
CFP®, Series 63, Series 65
St. Francisville, LA
Advisory Services Network
Paul M
Series 63
Baton Rouge, LA
UBS Financial Services
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Top 3 financial advisors of 3 near 70761
Out of 400,000+ nationwide