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
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", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Barron's "Top 1200 Financial Advisors", 2024-2025
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes “Top Women Wealth Advisors Best-in-State”, 2025
Show more recognition
The Mathews Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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, April 3rd 2025| 3:00 PM CST
April 2025 Market Update Call

Please join us for the April 2025 Market Update featuring the latest research from BofA Global Research presented by John Mathews, Managing Director and Senior Consultant. We invite you, as well as an...

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®

Senior Vice President, Wealth Management Advisor
409.899.0134
Russell Smith,

CIMA®

Senior Financial Advisor
409.899.0157
Lisa R McAnelley,

AAMS™

Officer, Relationship Manager
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
Bank of America, N.A.
Erik Guerrero
Wealth Management Banking Specialist
Merrill
Kimberlye Climie
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #319305
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.