The Mashburn Group Team Photo

The Mashburn Group

Merrill Lynch Wealth Management
2681 No. Causeway Blvd
Mandeville, LA 70471
(985) 246-6434
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Accessibility, knowledge and experience matter in your wealth management team. You will benefit from having a relationship with a team you know you can trust, that has your best interest at heart. We are passionate about helping you to make the most important financial decisions of your life.
The Mashburn Group
Merrill Lynch Wealth Management
Welcome

As financial advisors, some of the most valuable qualities that our team can offer to you are the trust, guidance, and care needed to help you acheive your goals. You and your family deserve spending time doing the things you enjoy most. Understanding your priorities, our team works closely with you to develop and review your personalized life plan, with the goal of providing you with the comfort and confidence of knowing that your money is being managed with your goals in mind.

Your needs extend beyond wealth management. As a client you will have access to a wide variety of lending, trust, credit, investment, and banking services through Bank of America. Whether related to your family, home, health, work, or retirement, our team will be there when you need a trusted advisor most.

Recognition
Kevin Mashburn
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Our Philosophy

Planning for your financial future means more than getting investment advice. It's about working closely with a team dedicated to knowing who you are and what you want to accomplish. A team who understands how hard you've worked to get where you are and how you define fulfillment in life for you and the generations that will follow. Guided by what's important to you, our commitment is centered on helping you achieve your goals by making your needs and wants a priority.

Meet Our Team
Kevin Mashburn,

CFP®,CPFA™

Managing Director, Wealth Management Advisor
985.246.6434
Anne Boudreaux
Registered Wealth Management Client Associate
985.246.6442
Jack Stirling Mashburn
Financial Advisor
985.898.3922
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
NMLS #112351
James Camarda
Alternative Investments Regional Specialist
Allison Mulgrew
Wealth Strategies Advisor
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.