Cullen Gordon Hughes

Advisor at Merrill — Mandeville, LA

Updated today

Credentials

Series 66

Experience

12 years

Location

Mandeville, LA 70471

Merrill logo

Merrill

Institution

Total advisors

25,562

Across 3,162 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Cullen Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering comprehensive wealth management planning by listening to clients' needs and ambitions before implementing personalized financial strategies to help them reach their goals. Cullen's areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income.

Cullen began his career in the financial services industry upon graduating from Louisiana State University, E.J. Ourso College of Business, with a Bachelor of Science degree in Finance in 2013. He holds the Personal Investment Advisor (PIA) designation. Born and raised in Hammond, Louisiana, Cullen lives there with his wife Chelsea and their two children, Dani and Owen.

In his personal time, Cullen enjoys competing in triathlons, traveling, and spending time with his family and friends.

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 Retirement income strategy General retirement planning Charitable giving & philanthropy Business sale tax planning

Demographic focus

Parents Married/Couples/Partners

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Mandeville, LA

2681 N Causeway Blvd

Mandeville LA 70471

Advisors at this office

20

Most active in

Louisiana · Texas

Work history

12 years of industry experience

BANK of AMERICA, N.A.

2015 - Present • 11 years

Mandeville, LA

Merrill

2015 - Present • 11 years

Mandeville, LA

Edward Jones

2014 - 2015 • 1 year

Disclosures

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

Business activities & affiliations

user avatar

Kevin K

ChFC®, Series 63

Abita Springs, LA

KLK Capital Wealth Advisors LLC

Kevin Keleher is a ChFC® credentialed advisor with 15 years of industry experience. He is the sole advisor at KLK Capital Wealth Advisors LLC, where he has worked since 2020. Prior to that, he was associated with Lewer Financial Advisors, LLC and The Lewer Agency Inc. He is also a licensed insurance agent specializing in fixed insurance sales. KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers public seminars and workshops on investment topics.

General retirement planning Cash flow / budgeting General tax planning Long-term care insurance Wealth management
user avatar

Gary T

PFS™, Series 65

Mandeville, LA

GT Financial, Ltd., L.L.C.

Gary Thomas is the principal and sole advisor at GT Financial, Ltd., L.L.C. He holds the PFS™ designation and Series 65 registration, with 16 years of experience in financial advising and over 35 years as a CPA. He is also the owner of Gary M. Thomas, CPA, P.C., a public accounting firm that shares office space with his advisory practice, and he divides his time between both businesses. GT Financial serves individual investors as well as pension and profit-sharing plans, trusts, and estates, offering discretionary and non-discretionary portfolio management, limited financial and estate planning, and project-based consulting. The firm emphasizes a long-term, buy-and-hold investment approach and provides retirement plan advisory services, including ERISA plan consulting and discretionary management for plan assets.

General estate planning guidance Cash flow / budgeting
user avatar

John C

Series 65

Abita Springs, LA

Common Cents Financial Planning

John Casassa is a financial advisor at Common Cents Financial Planning with one year of industry experience. Prior to entering financial services, he worked at Shell Oil Company for 39 years before retiring in 2020. The firm is operated by Casassa on a part-time basis and plans to allocate volunteer time to first-responder support. Common Cents Financial Planning provides fee-based comprehensive financial planning services to individuals, families, and small-business owners, including discounted or pro bono planning for current and retired firefighters. The firm offers investment recommendations without discretionary management, emphasizes diversified allocations tailored to client objectives, and operates under a fiduciary standard without taking custody of client assets.

General tax planning Founder/Business Owner Mid-Career Professionals Retired
user avatar

Paul S

Series 63, Series 65

Madisonville, LA

ICOM Advisors, LLC

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Private / alternative investments
user avatar

Gianni T

Series 65

Mandeville, LA

Toce Financial Group LLC

Gianni Toce is a financial advisor at Toce Financial Group LLC with a Series 65 designation and three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities, focusing on low-cost, broadly diversified, index-based allocations primarily using ETFs and mutual funds. The firm accommodates clients preferring active management but generally emphasizes passive, long-term asset allocation with tax-aware strategies.

General retirement planning Income planning Tax strategies for small businesses Equity compensation tax strategy Tax-loss harvesting Founder/Business Owner Mid-Career Professionals
user avatar

Ryan K

CFP®, Series 66

Mandeville, LA

Kropog Financial Group, LLC

Ryan Kropog is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2006 and founded Kropog Financial Group, LLC in 2016, where he continues to provide financial planning and advisory services. Kropog Financial Group serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm offers discretionary and non-discretionary portfolio management with a focus on long-term, customized portfolios primarily using low-cost ETFs, supplemented by mutual funds, individual equities, REITs, and alternatives.

Retirement income strategy Wealth management College savings (529s, UTMA, etc.)
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