McClendon Wealth Management Team Photo

McClendon Wealth Management

Merrill Lynch Wealth Management

445 North Boulevard
Suite 401
Baton Rouge, LA 70802
(225) 388-9207
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Our focus is to assist our clients with what matters most to them and their families.  Our team works closely with you to shape the financial strategies demanded by the intricacies of family wealth.
McClendon Wealth Management
Merrill Lynch Wealth Management
Welcome

For more than 60 combined years, clients have looked to the McClendon Wealth Management to help them preserve and grow their wealth while supporting their ever changing needs and evolving lifestyle.  Whether assisting you with the inevitable changes that occur with family, health, career, or retirement the focus is always the same; helping you achieve the goals that matter most to you.   This includes working closely with you, and where and when appropriate, your tax advisor and legal counsel to shape the financial strategies demanded by the intricacies of family wealth.

The process begins with an understanding of your goals, risk tolerance, liquidity needs, timeline, and concerns. It then progresses to a financial strategy that aligns your financial resources with your life priorities.  Whether its retirement planning, philanthropic gifting, education planning, and/or legacy planning, the McClendon Wealth Management will continually identify and adapt your strategy to pursue your goals for you and your family.

Recognition
Bryan Mcclendon
Senior Vice President, Resident Director
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
About Us
Our Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Tuesday, February 13th 2024| 4:00 PM CDT
Outlook 2024- Looking Forward to a New Era of Growth

Looking Forward to New Era of GrowthPlease join Merrill for a discussion with our top industry experts who will discuss how the coming year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask questions that are important to you.

Topics will include:

  • What a potential recession could mean for the markets
  • Dealing with inflation, volatility, and other investment risks
  • Portfolio strategies and opportunities to consider now

SPEAKER:
Christopher Hyzy
Chief Investment Officer, Merrill and Bank of America Private BankHOST:
Deborah Shepherd
Managing Director, MWM Central Division Executive, MerrillPlease click here to register and use Market Code LAMS when registering

Meet Our Team
Bryan Mcclendon,

CRPC™

Senior Vice President, Resident Director
225.388.9207
Brian Sartin,

CPFA™, CRPC™

First Vice President, Senior Financial Advisor
225.388.9227
Mills McClendon,

CFP®

Wealth Management Advisor
225.388.9249
Alicesen Sheasby
Wealth Management Client Associate
225.338.6524
Carmen B. Torres
Registered Wealth Management Client Associate
225.388.9275
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.
James Camarda
Alternative Investments Regional Specialist
Bank of America, N.A.
Chetwin Carter
Wealth Management Banking Specialist
Merrill
Barbara Deichmann
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112351
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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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.
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.