Davis Deshotels Swander Group

Merrill Lynch Wealth Management
601 Poydras St
Suite 2500
New Orleans, LA 70130
(504) 586-7732
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As your advisors, the Davis Deshotels Swander Group, works to give you the freedom to focus on what matters most to you and your family, providing you with professional financial advice and personal care.
Davis Deshotels Swander Group
Merrill Lynch Wealth Management
Welcome

Whether considering family, home, work, or retirement you have goals and concerns that are important to you. It is essential to work with an advisory team that takes the time to develop a clear understanding of your questions, goals and dreams; one capable of using this insight to provide the guidance needed to assist you and your family in achieving the most in life.

It may be time for a new approach to the journey ahead – one based on your best interests that provides you with the trust, accountability and care you desire along the way. The Davis Deshotels Group can guide you along this path, helping you and your family connect to a better financial life.

About Us
Welcome

Whether considering family, home, work, or retirement you have goals and concerns that are important to you. It is essential to work with an advisory team that takes the time to develop a clear understanding of your questions, goals and dreams; one capable of using this insight to provide the guidance needed to assist you and your family in achieving the most in life.

It may be time for a new approach to the journey ahead – one based on your best interests that provides you with the trust, accountability and care you desire along the way. The Davis Deshotels Group can guide you along this path, helping you and your family connect to a better financial life.

Meet Our Team
Stephen D Swander,

CFP®

Managing Director, Wealth Management Advisor
504.586.7668
Nicole Deshotels Dawson,

CFP®,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
504.586.7647
Michael Davis
Managing Director, Senior Consultant
504.586.7732
Judith E Thorne
Officer, Wealth Management Client Associate
504.586.7609
Anne Paige G Anglin
Wealth Management Client Associate
504.586.7759
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.
Colin Leroux
Wealth Management Banking Specialist
Allison Mulgrew
Wealth Strategies Advisor
Dustin Riley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #621657
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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.