The Brennan Trist Group

Merrill Lynch Wealth Management
2681 No. Causeway Blvd
Mandeville, LA 70471
(985) 898-3930
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The Brennan Trist Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Brennan Trist Group
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.

Recognition
William Trist
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Welcome

The team's broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

Meet Our Team
William Trist,

CFP®

Managing Director, Wealth Management Advisor
985.898.3930
Thomas Brennan
Managing Director, Senior Financial Advisor
985.898.3931
Rachael Gambel,

CPFA™

Senior Vice President, Senior Financial Advisor
985.898.3933
Beau Raymond
Vice President, Senior Financial Advisor
985.898.3935
James Trist
Assistant Vice President, Senior Financial Advisor
985.898.3927
Blair G Pylant
Registered Wealth Management Client Associate
985.246.6439
Dana M Fraychineaud
Registered Senior Wealth Management Client Associate, Officer
985.898.3936
NICHOLAS J PLATT
Wealth Management Client Associate
859.788.4552
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.