Cliff Mount
,

Vice President, Wealth Management Advisor
NMLS #1431712

445 North Boulevard
Baton Rouge, LA 70802
225.388.9220
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Caroline Renee Walters
Wealth Management Client Associate
225.388.9276
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Chetwin Carter
Wealth Management Banking Specialist
Merrill
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Barbara Deichmann
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112351
Tuesday, June 18th 2024| 6:00 PM CST
The Anatomy of a Recession

Join us for an in-depth discussion on:

  • Investor Pitfalls
  • Economic Outlook
  • Market Outlook
  • Presidential Election

If interested please RSVP to Caroline Walters at (225) 388-9276 or by email, caroline.walters@ml.com.

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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Clifton Mount is registered to do business in AL, AR, CA, FL, IL, LA, MS, NC, NJ, TN, TX, WA.