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Floor No. GR,
Senior Financial Advisor
Senior Vice President - Wealth Management
Sr Resident Director
Assistant Vice President
Our team has provided financial advice and wealth management services for more than 100 years combined. Our group develops personalized strategies to address the complex needs of individuals with substantial wealth. We provide a vast array of solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. We also work with teams of specialists within distinct areas of expertise,in order to provide the best advice including:
* Sophisticated asset allocation and retirement planning
* Liability management, including commercial and residential lending services from Bank of America, N.A
* Insurance coordination, survivor life, life and long-term care
* Wealth transfer and Estate planning services
* Institutional Wealth ManagementWe believe every client's situation while unique is also dynamic. As such it is our team's mission to continually review our client's progression toward their goals and be able to identify solutions that are appropriate as their objectives change over time. We strive to be our client's first and best choice in the financial services industry. ___________________________________________________________________
Randy N. Kirby, Senior Financial Advisor, Senior Vice President Wealth ManagementRandy joined Merrill Lynch as a Financial Advisor in 1987. Randy graduated from Harding University and achieved a graduate degree from the University of Memphis. Randy assists clients in the investment management process to provide customized strategies and advice by helping them clarify and quantify their financial goals, dreams, and objectives.Jamie W. Orten, Senior Financial Advisor, Senior Vice President Wealth ManagementJamie is a graduate of Louisiana Tech University and LSU School of Banking. Jamie has been in the financial services industry for over 30 years, over 20 of which, at Merrill Lynch. Jamie's investment experience lends important concepts, disciplines, and principles to a client's portfolio through the group's wealth management process. Jamie is also a member of the El Dorado Kiwanis. Kenny Guillot, Senior Resident Director, Senior Financial Advisor, First Vice President Wealth ManagementKenny joined Merrill Lynch as a Financial Advisor in 2004 with 17 years of experience owning and operating a business in the financial services industry. Kenny is a lifelong resident of Northeast Louisiana and is the current Resident Director of the Monroe office. Kenny is also a graduate of Louisiana Tech University and a Louisiana Tech Alumni Board past president. Kenny offers valuable knowledge and investment experience as he helps guide clients to achieve their personal goals. Kenny is also a board member of the Shelby's Wish Foundation, The BigWhit77 Foundation, and the West Monroe High School Foundation. James J. Breaux, CRPC® - Senior Financial Advisor, Vice President Wealth Management James joined Merrill Lynch as a Financial Advisor in 2003. James is a graduate of the University of Louisiana at Monroe. James assists clients through the investment management process to provide customized advice and recommendations. James also follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. James is on the Board of The Ronald McDonald House of Monroe, and a member of the Civil Air Patrol. **Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning. Matt Nelson, Financial Advisor Matt joined Merrill Lynch as a Client Associate in 2014 before moving on to being Financial Advisor in 2015. Matt assists clients through the investment management process to provide customized advice and recommendations. Matt grew up in a suburb of San Antonio, Texas before moving to Louisiana in 2009 to attend Louisiana Tech University on a football scholarship. While at Louisiana Tech, Matt earned his undergraduate degree in Finance in 3 years. He then went on to earn his Master of Business Administration degree a year later. Matt also runs his own kicking academy, teaching other football players how to kick, punt, and snap. Matt is also a member of the Rotary Club of Lincoln parish. Summer Fulton - Client Associate Summer has been with Merrill Lynch since 1997. Summer leads the administration and personal client service for our team. Summer is a Ouachita High graduate and attended the University of Louisiana at Monroe. Summer and her husband Chris are founders of the Shelby's Wish Foundation which has created a children's activity center at St. Francis Hospital, Glenwood Hospital, and Morehouse General Hospital in memory of their daughter Shelby.Melanie Roose - Client AssociateMelanie has been with Merrill Lynch since 2015 and is a graduate of the University of Louisiana at Monroe. Melanie assists with our personal client service and administration for our team. Melanie resides in West Monroe with her husband Robert and their two children.Additional Resource:Joseph Beard - Merrill Lynch Banking AdvisorYou may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Banking Advisor can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Joseph Beard, Vice President, Merrill Lynch Banking Advisor supports your Financial Advisor team. Joseph has been in the banking industry since 2009 and joined Bank of America in 2013.*Asset Allocation does not ensure a profit or protect against loss in declining markets.
James Breaux is registered to do business in : AK, AL, AR, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, ME, MI, MO, MS, NC, NV, OH, OK, SC, TN, TX, VA, WA
Randy Kirby is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, FL, GA, IL, KS, KY, LA, ME, MI, MO, MS, NC, NM, OH, OK, SC, TN, TX, VA, WA
Jamie Orten is registered to do business in : AK, AL, AR, CA, CO, CT, FL, GA, IL, KS, KY, LA, ME, MI, MO, MS, NC, OH, OK, SC, TN, TX, VA, WA
Kenny Guillot is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY
Matt Nelson is registered to do business in : AK, AL, AR, CA, CO, CT, FL, GA, IL, KS, KY, LA, ME, MI, MO, MS, NC, NM, NV, OH, OK, SC, TN, TX, VA, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.