Mary Le Blanc
Advisor at Merrill
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.
Advisor at Merrill
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.
Location
Lafayette, LA 70503
Credentials
Series 66
Industry experience
15 years
Mary Le Blanc is a Financial Advisor with Merrill Lynch Wealth Management. She joined the firm in May 2017 and brings experience in financial services dating back to 2009. Mary provides guidance on investment and retirement planning, helping clients manage their wealth to meet individual needs through a comprehensive approach grounded in understanding each client's financial goals.
Mary holds a Bachelor of Science degree in Business Administration from Northwestern State University of Louisiana and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She collaborates with clients to develop personalized financial strategies addressing short-, mid-, and long-term objectives and offers access to specialists in banking, credit, home financing, and small business solutions.
Residing in Lafayette, Mary is actively involved in her community and professional organizations, including the Boys & Girls Club of Acadiana, Northwestern State Alumni Association Lafayette Chapter, South Side Youth Soccer, St Joseph's Catholic Church and Diner, St Jude's, St Pius Catholic Church and Elementary, and The Junior League of Lafayette. She also participates in groups such as ACTs, Connections Professional Networking, Krewe of Rio, Lafayette Garden Club, and Lafayette Women's Chamber of Commerce.
Based on Merrill
$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)
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
900 S College Rd
Lafayette, LA 70503
Louisiana · Texas
Bank of America, N.A.
2018 - Present (8 years)
Merrill
2017 - Present (9 years)
JPMorgan Chase bank NA
2010 - 2017 (7 years)
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