Davis, Roy & Associates Wealth Management

Merrill Lynch Wealth Management

445 North Boulevard
Suite 401
Baton Rouge, LA 70802
(225) 388-9251
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Davis, Roy & Associates Wealth Management has developed an institutional approach to the investment management process, by assisting their clients in developing a customized investment plan that incorporates risk tolerance, income needs, restrictions, and asset allocation.
Davis, Roy & Associates Wealth Management
Merrill Lynch Wealth Management
Welcome

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.

Meet Our Team
Donovan Davis,

ChFC®, CFP®

Senior Vice President, Wealth Management Advisor
225.388.9251
Savannah Kelleher
Financial Advisor
225.388.9273
Danielle T. Creppel
Assistant Vice President, Wealth Management Associate
225.388.9279
Michelle Andre
Officer, Registered Senior Wealth Management Client Associate
225.388.9288
Olivia Cooperider
Wealth Management Client Associate
225.388.9239
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.
Barbara Deichmann
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112351
Kenny Stewart
Wealth Management Banking Specialist
Merrill
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
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.