Merrill
45yrs
Top advisor by experience in Baton Rouge
17yrs
Kelly Eason is a fiduciary financial advisor in Baton Rouge, Louisiana, with 17 years in the industry. Kelly joined Merrill in 2009, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 647 advisors with offices in Baton Rouge, and one of 561 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors at Merrill
Office1800 City Farm Dr, Baton Rouge, LA 70806
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMerrillCurrent firm
Contact Kelly
Local office(225) 201-2202Ask for Kelly. (800) 637-7455Main office · New York, NY 1800 City Farm DrBaton Rouge, LA 70806Office · Get directions
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Questions to ask Kelly
Tailored to Kelly’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kelly
How do I contact Kelly?
Call Kelly’s local office at (225) 201-2202 or the Merrill main office at (800) 637-7455, and ask for Kelly Eason.
How long has Kelly been a financial advisor?
Kelly has been in the industry since 2009, about 17 years. More experience than 58% of advisors at Merrill.
What licenses does Kelly hold?
Series 66. Tap any license on this page to see what it allows.
Is Kelly a fiduciary?
Kelly is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kelly paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kelly for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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