Ellis Rothrock Wealth Management
445 North Boulevard
Baton Rouge, LA 70802
225.388.9241
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Our mission is to provide the highest quality financial services in our market place. Our commitment to you is that through education, honesty and integrity, we will strive to help you reach your financial goals.
Welcome

The Ellis Rothrock Wealth Management Group offers advice that is tailored to individual needs and delivered in a clear, cost-effective, client-centered manner. We work with individuals, small businesses and non-profit organizations seeking investment services advice. Our areas of focus include investment management, retirement and estate planning issues as well as insurance and risk management. Clients currently have over $417 million in assets entrusted to us (as of April 24, 2019). David and Amanda have been with Merrill Lynch Wealth Management since 1991 and 1995, respectively.

About Us
Philosophy

No two people are alike. Consequently, there is no singular wealth management strategy or tactic that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to you know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Amanda Rothrock,

CFP®, CIMA®, CPFA™

Senior Vice President, Wealth Management Advisor
225.388.9241
David Ellis,

CFA, CFP®, CPFA™

First Vice President, Senior Consultant
225.388.9213
Magen Smith
Registered Senior Wealth Management Client Associate
225.388.9205
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.
Kelly Mullin
Employee Benefits Specialist
Bank of America, N.A.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.