The Eustis Group

Merrill Private Wealth Management
601 Poydras St
Suite 2500
New Orleans, LA 70130
(504) 586-7787
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The Eustis Group is a leading wealth advisory group that works with clients using a holistic approach to wealth management. Our ten person team offers the attention of a boutique firm, backed by the sophistication and resources of a global institution.
The Eustis Group
Merrill Lynch Wealth Management
Welcome

The Eustis Group measures true wealth by more than just numbers on a balance sheet. Our passion and purpose is to help clients achieve a level of financial freedom that allows them to fully experience the lives they imagine, free from worry and rich in things money cannot buy. Connecting with our clients emotionally, as well as analytically, enables us to create appropriate solutions as unique as each client we are privileged to serve.

Recognition
Curtis Eustis
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors" list in 2018, 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Forbes "America"s Top Wealth Advisors", 2020
(Published on August 25, 2020. Rankings based on data as of Mar 31, 2020.)
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Forbes "America’s Top Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2016-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Times "FT400", 2018-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top Wealth Advisors", 2019-2024
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Curtis Eustis,

CPFA™,CPWA®

Managing Director, Private Wealth Advisor
504.586.7787
Marcus Courtney,

CKP®,CPFA™

Vice President, Wealth Management Advisor
504.586.7617
Travis Bonifacic,

CEPA®,CRPC™

Vice President, Senior Financial Advisor
504.586.7699
Kayla M Julian,

AWMA™

Officer, Private Wealth Business Manager
504.586.7659
William Harrison,

CFA

Assistant Vice President, Private Wealth Investment Management Specialist
504.586.7626
Thomas Kenneth Brown,

CFA

Private Wealth Relationship Manager
504.586.7728
Svetlana Kletsina
Registered Private Wealth Client Associate
504.586.7689
James L Scott-Jenkins
Private Wealth Client Associate
504.586.7789
Barrett Whiting
Registered Wealth Management Client Associate
504.586.7667
Karen G Worrell
Wealth Management Associate
601.607.7516
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.
Kenneth C. Sprague
Senior Structured Credit Executive
Colin Leroux
Wealth Management Banking Specialist
Hulett Sumlin
Wealth Management Lending Officer
NMLS #437928
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.