About Merrill Private Wealth Management

Merrill Private Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Private Wealth Management is one of the largest businesses of its kind specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.  

About The Eustis Group

The Eustis Group is a top rated 9 person wealth management team based in New Orleans, Louisiana with over $1.6 billion in AUM. Our clientele is comprised of select families, business owners, endowments and corporations from across the country. Comprehensive wealth management is the foundation of our business and allows us to fully understand each client’s unique financial situation. This understanding, paired with each client’s personal goals, provides us with the knowledge we need to make informed decisions regarding their investment portfolio.