The Mathews Group

Merrill Lynch Wealth Management
7675 Folsom Dr
Beaumont, TX 77706
(409) 899-0121
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Mathews Group
Merrill Lynch Wealth Management
Welcome

As Merrill financial advisors, we offer advice and guidance to help you pursue your personal goals. We believe our wealth management philosophy is different, because it’s focused squarely on you and your interests—not only the market. Working with us means you have an advisor committed to understanding your unique concerns, priorities and financial resources. Understanding your life as our foundation, we will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress, and work with you to adjust your strategy, as needed.

Recognition
Laurie Mathews
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Thursday, February 1st 2024| 3:00 PM
February 2024 Market Update

Mathews Group February Market Update

February 1st |3:00 PM - 4:00 PM CST

Please join us for a February 2024 Market Update featuring the latest research from BofA Global Research and Merrill's Chief Investment Office presented by John Mathews, Managing Director & Senior Consultant, Hosted by Taylor Fertitta, Vice President & Senior Financial Advisor, both of The Mathews Group.

We invite you to join us for webinar session on Thursday February 1st at 3pm Central

To get registered for the webinar Please call Taylor Fertitta at 409-899-0154 or email Taylor.fertitta@ml.com

Friday, February 2nd 2024| 11:00 AM
February 2024 Market Update

Mathews Group February Market Update

February 2nd 2024|11:00 AM - 12:00 PM CST

Please join us for a February 2024 Market Update featuring the latest research from BofA Global Research and Merrill's Chief Investment Office presented by John Mathews, Managing Director & Senior Consultant, Hosted by Taylor Fertitta, Vice President & Senior Financial Advisor, both of The Mathews Group.

We invite you to join us for webinar session on Friday February 2nd at 11:00 AM Central

To get registered for the webinar Please call Taylor Fertitta at 409-899-0154 or email Taylor.fertitta@ml.com

Meet Our Team
John S Mathews
Managing Director, Senior Consultant
409.899.0121
Laurie Mathews,

CFP®

Managing Director, Wealth Management Advisor
409.899.0176
Logan King,

CFP®

First Vice President, Wealth Management Advisor
409.899.0134
Taylor Fertitta
First Vice President, Senior Financial Advisor
409.899.0154
Lisa R McAnelley,

AAMS™

Officer, Registered Senior Wealth Management Client Associate
409.899.0182
Melissa M O'Quinn
Wealth Management Client Associate
409.899.0180
LaTonya Jones
Wealth Management Client Associate
409.899.0181
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.
Dianne Walter
Senior Trust Officer
Erik Guerrero
Wealth Management Banking Specialist
Daniel Colt
Wealth Management Lending Officer
NMLS #39170
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.