Mary Le Blanc

Advisor at Merrill

Updated today

Location

Lafayette, LA 70503

Credentials

Series 66

Industry experience

15 years

About

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.

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

General retirement planning Wealth management Income planning

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Parents

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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

900 S College Rd

Lafayette, LA 70503

Most active in

Louisiana · Texas

Work history

Bank of America, N.A.

2018 - Present (8 years)

Merrill

2017 - Present (9 years)

JPMorgan Chase bank NA

2010 - 2017 (7 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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