Prestridge-Sunsin Wealth Management

Merrill Lynch Wealth Management
1809 Glenmar
Floor Gr
Monroe, LA 71201
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Working with a select number of clients who have significant wealth, the Prestridge-Sunsin-Morris Wealth Management develops personalized advice and guidance to address these clients' needs, objectives, and concerns. The Team is comprised of financial advisors, Bob Prestridge, Jeff Sunsin, and Emily Morris, Relationship Manager, Sue Glass, and Wealth Management Client Associate, Courtney Coleman. Prestridge-Sunsin-Morris Wealth Management has been in the financial services industry for 60-years combined. It is our mission to be a trusted advisor to our clients and to be the preeminent choice for financial advice and guidance. We assist individuals, their families, and their businesses by helping them meet both their short and long-term financial needs.
Prestridge-Sunsin Wealth Management
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Videos
Insights, observations, and ideas to help you in your pursuits of your financial goals.
Important Video Disclosures
With Merrill, the bull always has your back
Recognition
Emily Morris
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
Wednesday, April 24th 2024| 12:00 PM CST
The Rundown

Join us for a short but powerful discussion on today's current economy and what it could look like in the future. This will take place over a podcast-like conference call, so you can dial in from anywhere!

Meet Our Team
Jeffrey Sunsin, CPFA™
Senior Vice President, Senior Financial Advisor
318.329.3092
Emily Morris, CRPC™
Senior Financial Advisor
318.329.3062
Courtney Coleman
Wealth Management Client Associate
318.329.3018
Robert Prestridge, CFP®,CPFA™
Senior Vice President, Wealth Management Advisor
318.329.3008
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.
Adi Muranovic
Wealth Management Banking Specialist
Barbara Deichmann
Wealth Management Lending Officer
NMLS #112351
Mary Elizabeth Murphy
Retirement Specialist
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.

About Merrill
Fresh perspectives

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.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

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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.