Tad Martin

Vice President, Senior Financial Advisor

2020 Country Club Rd
Lake Charles, LA 70605
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

I am a lifelong resident of Lake Charles, Louisiana.  My wife, Brigette Walker Martin, and I have four children (three girls and one son).  I am an active member of Good Shepherd Episcopal Church and past Vestry member holding the offices of Junior Warden, Senior Warden and Finance Committee Member of the church.  Currently I am serving as a board member of the Chennault International Airport Authority.  Big game hunting is my biggest passion; I sincerely love and respect the great outdoors.  I am a 1980 graduate of Louisiana State University Baton Rouge with a Bachelor of Science in Industrial Management.  I joined Merrill Lynch Wealth Management in 2012.  With over thirty years of experience in operational and accounting management and ownership within the auto and heavy truck dealership environment, I have a diverse business background which allows me to have the insight into what business owners want and need in structuring their wealth management, estate and business financial concerns.
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.

With Merrill, the bull always has your back
About Me

As a Merrill Senior Financial Advisor, I offer financial recommendations for high-net-worth individuals and business owners. My goal is to thoroughly understand the clients' financial priorities so that I may earn their trust. I do this by listening to the client to fully understand their current situation and future objectives as well as potential concerns. I then create customized financial strategies designed to help them achieve their financial and life goals.

Meet Our Professional Staff
Tiffany N Dugas
Wealth Management Client Associate - Resident Director Assistant
Nicole Hudson
Wealth Management Client Associate
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.
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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Kenneth Martin is registered to do business in AZ, CA, CO, CT, FL, IL, LA, MI, MS, NC, NJ, NM, NY, TX.