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PAN AMERICAN LIFE CENTER601 POYDRAS ST
Floor No. 25,
Suite 2500NEW ORLEANS,
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 nearly 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 partners to each of our clients, helping them 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 HendersonVice PresidentSenior Financial AdvisorJoining Merrill Lynch in 2010, Lee has over 13 years of financial services industry experience. He understands how much his 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 his 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, and Gus, his Rottweiler.George HutterVice PresidentWealth Management AdvisorGeorge’s main responsibilities include planning and strategizing for the investment, wealth transfer, and tax minimization needs of the Group’s 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 and has over seven years of professional investment experience. 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. Megan GiardinaClient AssociateMegan graduated from Tulane University where she earned a Masters degree in finance. 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.Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
Wealth Management Advisor
George Hutter is registered to do business in:AL, AR, CO, FL, GA, LA, MS, NC, SC, TN, TX
Lee Henderson is registered to do business in:AL, AR, CO, FL, GA, LA, MS, NC, SC, TN, TX
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 Merrill Lynch Trust Company, a division of Bank of America, N.A. 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 Merrill Lynch Trust Company 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, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.