Cheryl Duhon

Advisor at Merrill

Updated today

Location

Lake Charles, LA 70605

Credentials

Series 66

Industry experience

23 years

About

Cheryl Duhon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides wealth management and retirement planning services to clients in Southwest Louisiana. She focuses on helping individuals, families, and business owners plan for their financial goals through personalized strategies that address a wide range of client needs, including employee benefits planning, family wealth management, philanthropic planning, and retirement income.

With over 30 years of experience in the financial services industry, including more than 15 years at JP Morgan Chase as a Private Client Financial Advisor, Cheryl brings extensive expertise in managing complex assets such as real estate, private equity, and family-owned businesses. She holds the designation of Personal Investment Advisor (PIA) and earned her Bachelor's degree from McNeese State University. Cheryl is actively involved in professional and community organizations, including The Chamber SWLA and The Foundation at Lake Charles Memorial Hospital, and supports several charitable causes such as Autism Speaks, March of Dimes, and St. Jude Children's Research Hospital.

A lifelong resident of Louisiana, Cheryl resides in Moss Bluff with her husband and four children. She is dedicated to building strong client relationships and guiding clients through important financial decisions while balancing her personal interests in camping, cooking, knitting, sewing, reading, and traveling.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Real estate investing Private / alternative investments Family Business Charitable giving & philanthropy

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Women Professionals

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

2020 Country Club Rd

Lake Charles, LA 70605

Most active in

Louisiana · Texas

Work history

Bank of America, N.A.

2023 - Present (3 years)

Merrill

2022 - Present (4 years)

SPOOL AND BOBBIN, LLC

2017 - 2022 (5 years)

J.P. Morgan Securities

2012 - 2022 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael F

Series 63, Series 65

Lake Charles, LA

Fullington & Associates, LLC

Michael Fullington is the sole advisor at Fullington & Associates, LLC in Lake Charles, Louisiana, holding Series 63 and Series 65 credentials with 16 years of industry experience. He has been with Fullington & Associates since 2004. Fullington & Associates provides ongoing asset management and personal financial planning for individual clients, managing approximately $10.1 million. The firm serves a small client base with a hands-on approach, combining various analytical methods in its investment decisions and maintaining written policies on personal trading and conflict disclosures.

General retirement planning
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Daniel F

CFP®, CFA®, Series 66

Lake Charles, LA

FMP Wealth Advisers

Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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John H

CFP®

Lake Charles, LA

FMP Wealth Advisers

John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Joshua W

Series 65

Lake Charles, LA

FMP Wealth Advisers

Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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James S

Series 65

Lake Charles, LA

Chelsea Advisory Services, Inc.

James Stephenson is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Chelsea Advisory Services, Inc. since 2021 and previously held roles at J.W. Cole Advisors, Inc. and Stine Financial. Outside of his advisory role, he operates Stephenson Tax Group, a separate tax-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and emphasizing integration with an affiliated broker-dealer and custody platform.

Wealth management
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Ashley N

Series 66

Lake Charles, LA

Centaurus Financial, Inc.

Ashley Navarre is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones from 2017 to 2021. Outside of her advisory role, she programs workouts at CrossFit Lake Charles, a gym she has been involved with since 2009. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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