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PAN AMERICAN LIFE CENTER601 POYDRAS ST
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The Henderson/Hutter Group aids current and former employees of major integrated energy companies with the management of their financial lives in order to give them the freedom to focus on what matters most to them. We focus on retirement planning, including the integration of company-specific executive benefits and stock options into the planning process. Other areas of concentration include estate and wealth transfer planning services, investment management, and tax minimization.As a Group with over 25 years of combined financial services experience, we believe that specialization and constant learning are vital components of our professional lives which enable us to consistently deliver on our commitment to clients. We place a key emphasis on easing the anxiety around market volatility by focusing on risk-reduction and wealth preservation. The Group conducts ongoing due diligence as market conditions shift in order to more appropriately position client portfolios during uncertain times. We consider ourselves a vital resource to each client, helping him or her achieve financial stability and independence. As such, we do everything in our power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach that helps them achieve their goals.
Lee Henderson, CRPS®Vice PresidentWealth Management AdvisorJoining Merrill Lynch in 2010, Lee has over 13 years of financial services industry experience. He understands how much clients depend on his advice. Through individual consultations, he works with each client to help them assess their financial and personal goals, and construct a strategy tailored to fit their needs. Lee adheres methodically to disciplined processes when helping clients make major planning decisions in their lives. He is a graduate of Tulane University with a degree in mathematical economics. Lee spends his spare time with his wife, Angie, his daughter, Sasha. They enjoy outdoor activities such as camping, sailing, biking and running. He is also an active participant in various philanthropic endeavors.George Hutter, CFP®Vice PresidentWealth Management AdvisorAs a CFP® certificant, George’s main responsibilities include leading the Group’s planning efforts and strategizing for the investment, wealth transfer, and tax minimization needs of clients. These include monitoring and adjusting each client’s portfolio based on investment strategies unique to their needs and circumstances, as well as extensive planning, due diligence, and rigorous analysis. George joined Merrill Lynch in 2010, has over seven years of professional investment experience with high net worth individuals and families. He is a graduate of Tulane University with a degree in political philosophy and economics. George is deeply involved in serving his community through his engagement in various philanthropic activities. In addition to these pursuits, he spends his free time with friends and family while enjoying local food, culture, and music.Christine SheaFinancial AdvisorChristine is an integral part of our planning and business management efforts at the Henderson/Hutter Group. Prior to joining Merrill Lynch in 2014, Christine was a practicing attorney in the New Orleans area. She obtained her Juris Doctor degree from Loyola University of New Orleans College of Law and has an undergraduate degree in Mass Communication from Louisiana State University. Christine enjoys spending her free time with her friends and family, including her husband, Reid, and their Catahoulas, Wise Guy and Tupelo. Megan GiardinaClient AssociateMegan graduated from Tulane University where she earned a Master’s degree in finance. Megan joined the Henderson/ Hutter Group in 2010, and she handles the Group’s administrative activities and day-to-day operations with detail-focused care. Megan is often the first point of contact and assists clients with many different needs, ranging from statement review and online access to account set-up and fund transfers. Megan enjoys spending time with family and friends, attending New Orleans festivals, and traveling around the world. Chartered Retirement Plans SpecialistSM and CRPS® are registered service marks of the College for Financial Planning.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Note - Christine Shea does not provide legal advice in her current role at Merrill Lynch.
Wealth Management Advisor
First Vice President - Wealth Management
Christine Shea is registered to do business in : AL, AR, CA, FL, GA, IN, LA, MS, NC, NY, SC, TN, TX, VA
Lee Henderson is registered to do business in : AL, AR, CA, FL, GA, IN, LA, MS, NC, NY, OK, SC, TN, TX, VA
George Hutter is registered to do business in : AL, AR, CA, FL, GA, IN, LA, MS, NC, NY, OK, SC, TN, TX, VA
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