The David Robertson Smith Group

Merrill Lynch Wealth Management
1800 City Farm Dr
Baton Rouge, LA 70806
(225) 201-2207
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When you genuinely care about people, it just comes across. At The David Robertson Smith Group, we strive to help you make sense of your money, explain things in a straightforward manner, devote ourselves to doing what’s best for you, and pledge to help you tackle the important turning points in your life. Most of all, we have fun while doing it. That’s how we’re different. And that’s how we plan to make a difference in your life.
The David Robertson Smith Group
Merrill Lynch Wealth Management
Welcome

We believe that wealth management is about more than just your finances. It’s about your entire life and the complexities that come with it. We understand that money can be frustrating, confusing, and hard to figure out at times. That’s why every member of our close-knit, multigenerational family team is passionate about blending our collective skills with our warm personal service to help create lifelong wealth management strategies with you.  

Recognition
Chad David
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The David Robertson Smith Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

For over three decades, the diverse circle of successful people we have been proud to call our clients and our friends has grown to include business owners, individuals in the oil and gas industry, retirees, and multiple generations of families around the country. Supportive and insightful, we help clients anticipate what's ahead so that they can plan for the impact of major milestones and transitions, such as marriage, divorce, death of a loved one, or a career transition. Our clients become an extension of our professional family, and we enjoy hosting quarterly "family reunion" luncheons, savoring the opportunity to meet face to face, sharing market updates, and staying apprised of changes in your life.

Our view of wealth management is somewhat like a jigsaw puzzle. We believe that to have a complete view, you need to see the picture on the top of the puzzle box. Until you have all the pieces in place, how can you know the right mix of stocks, bonds, and cash for your portfolio? We can help you identify which pieces are missing and work together to help you make the picture of your financial life that much clearer. And since we don't believe in "set it and forget it" strategies, we'll be there throughout your journey to incorporate any changes along the way.

Meet Our Team
Chad David
Managing Director, Senior Financial Advisor
225.201.2205
Samuel Robertson
Senior Vice President, Senior Financial Advisor
225.201.2206
Chelsea Smith,

CFP®

Senior Vice President, Wealth Management Advisor
225.201.2207
Alicia M Courville
Assistant Vice President, Wealth Management Associate
225.201.2208
Lauren Babb
Officer, Registered Wealth Management Client Associate
225.201.2209
Sara Simoneaux
Registered Wealth Management Client Associate
225.201.2212
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.