Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
23 years
Location
Lake Charles, LA 70605
Merrill
Institution
Cheryl Duhon is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving affluent clients in Southwest Louisiana. She specializes in guiding individuals, families, and business owners through personalized wealth management and retirement planning strategies. Cheryl works closely with her clients to understand their full financial picture and help them pursue their goals through flexible and research-based approaches, drawing on insights from Merrill and the banking services of Bank of America.
With over 30 years of experience in the financial services industry, including more than 15 years as a Private Client Financial Advisor at JP Morgan Chase, Cheryl has extensive expertise in managing complex assets such as real estate, private equity, and family-owned businesses. Her proficiency also encompasses employee benefits planning, philanthropic planning, special needs planning, and supporting women in wealth management. She holds a Bachelor's Degree from McNeese State University and the Personal Investment Advisor (PIA) designation.
In addition to her professional responsibilities, Cheryl is actively involved in her community. She participates in organizations such as The Chamber SWLA and The Foundation at Lake Charles Memorial Hospital, and supports charities including Autism Speaks, March of Dimes, St. Jude Children's Research Hospital, and the United Way of Southwest Louisiana. Cheryl is a lifelong resident of Louisiana and is fluent in English and French. Her personal interests include camping, cooking, knitting and crocheting, reading, sewing, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Lake Charles, LA Country Club Rd
2020 Country Club Rd
Lake Charles LA 70605
Advisors at this office
4
Louisiana · Texas
23 years of industry experience
Bank of America, N.A.
2023 - Present • 3 years
Lake Charles, LA
Merrill
2022 - Present • 4 years
Lake Charles, LA
SPOOL AND BOBBIN, LLC
2017 - 2022 • 5 years
Lake Charles, LA
J.P. Morgan Securities
2012 - 2022 • 10 years
Moss Bluff, LA
Chase Investment Services Corp.
2007 - 2012 • 5 years
LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Lake Charles, LA
Fullington & Associates, LLC
Michael Fullington is the sole advisor at Fullington & Associates, LLC, an independent firm based in Lake Charles, Louisiana. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. He founded Fullington & Associates in 2004 and has been with the firm since its inception. Fullington & Associates provides discretionary portfolio management and financial planning services tailored to individual clients. The firm applies a combination of fundamental research, technical analysis, and cyclical evaluation to manage client assets, emphasizing customized portfolios and regular reviews.
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.
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.
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.
Series 65
Lake Charles, LA
FMP Wealth Advisers
Jacob Lemaire is a financial advisor at FMP Wealth Advisers in Lake Charles, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at First Horizon Bank, Pats of Henderson, and in education roles at Teurlings Catholic High School and St. Pius Elementary School. FMP Wealth Advisers provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets, using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, and serves as an investment manager and sponsor to private pooled investment vehicles.
Series 63
Lake Charles, LA
Triad Wealth Partners, LLC
Troy Stine is a financial advisor with Triad Wealth Partners, LLC, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at J.W. Cole Advisors and C2P Capital Advisory Group, and he operates his own tax and wealth planning business. Outside of advising, he is active in financial education as chapter president of the American Financial Education Alliance and is a board member of the City of Lake Charles Alcohol Review Board. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform, offering discretionary portfolio management, third-party manager access, and customized financial planning. The firm employs a strategic asset allocation process supported by an investment committee and diverse investment options including mutual funds, ETFs, and separately managed accounts.
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