Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in New Orleans, Louisiana
Address

3000 21st Street
Metairie, LA 70002

Contact

info@beaconpointe.com
(504) 309-6911

New Orleans Team

Beacon Pointe is a New Orleans based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in New Orleans focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic wealth approach covers all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

We look forward to connecting with you at our New Orleans office to see how best we can assist you with your investment portfolio and financial planning needs.

Filter By

Ben Hess

Client Service Associate

Ben Hess is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service. Prior to joining Beacon Pointe, Ben was an intern and then full-time member of the CBD Wealth Management team. As a New Orleans native, Ben is a third-generation graduate of Jesuit High School, where he achieved Class 5A All-State Honors in baseball and is a graduate of LSU earning a B.S. in Finance. In his free time, you will find Ben with family, friends, or his high school sweetheart. He loves the people and the environment of the New Orleans community, and his glass half-full personality fits in perfectly with our team.

Bobby Comeaux, JD, AIF©

Partner, Managing Director

Robert J. Comeaux, Jr. (Bobby) is a partner and managing director of Beacon Pointe’s New Orleans office. Prior to joining Beacon Pointe Advisors, Bobby was founding partner of CBD Wealth Management with two life-long friends, Rocky Daigle and Walter Bond. While he began his professional career as an attorney, soon after, he joined the financial advisory field, assisting individuals and business owners in the management of their wealth. Bobby obtained a Bachelor of Arts in Journalism from Louisiana State University in 1990 and went on to earn a Juris Doctorate from Loyola Law School in 1993. A lifelong native of New Orleans, he attended Jesuit High School, and expresses his hometown loyalty through active community participation, retaining leadership positions in numerous organizations including his role as a member of the Board of Directors for Dawn Busters Kiwanis Club, his role as Membership Chairman for Over the Mountain Athletic Club, and his role as a member of the Board of Directors for the Jesuit High School Endowment Fund. In his free time, Bobby enjoys following LSU sports and spending time travelling with his wife and their two sons. He also enjoys outdoor sporting, such as hunting and fishing, and volunteering as a coach for various youth athletics.

Doug Tillman

Wealth Advisor

Doug A. Tillman is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe and CBD Wealth Management, Doug has served in a number of positions in the financial and banking industries holding the position of Vice‐President of Asset Acquisitions and Risk Management for Crescent Bank & Trust and its affiliated companies, a founding member and Executive Director for ReMark Capital Group, LLC, a Goldman Sachs & Co. company, and running a consulting firm focused on multi-industry businesses, banks, credit unions, and finance companies where he performed corporate advisory work, strategic planning and financial analysis for his clients. Throughout his career, Doug has helped a wide variety of companies achieve their goals and made the decision to transition to CBD Wealth Management to advise individual investors and business owners on their financial planning, business consulting, and investment needs prior to joining Beacon Pointe Advisors. Doug earned his MBA in 2001, and his Bachelor of Science in Accounting in 1997 from the University of New Orleans. Doug is an active volunteer with many local schools and charities, and currently serves as President of the Christian Brothers Foundation Board, Founder and Past President of the New Orleans Catholic Men’s Club Association, Past President of the Archbishop Rummel High School Alumni Association, and Past President of St. Matthew Men’s Club. He is an avid hunter and fisherman and enjoys spending time with his family.

Ellen O’Reilly

Office Manager

Ellen B. O’Reilly brings years of experience and commitment as a volunteer for various community organizations to her role in serving the needs of clients and team members in the Beacon Pointe New Orleans office. She puts her strong people skills to work answering client inquiries, scheduling appointments, and overseeing multiple office operations. Prior to Beacon Ponte, Ellen joined CBD Wealth Management in 2004 as a client service associate. She is a member of the Junior League of New Orleans and the St. Francis of Assisi Parish Council. Ellen’s strong organization skills and ability to multitask are due in part to raising four children – two boys and twin girls – and she is also a devoted grandmother to four.

Ian Blanchard, AIF©

Wealth Advisor

Edward Ian Blanchard (Ian) is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Ian joined CBD Wealth Management in 2011 as a wealth advisor and focused on implementing financial research into portfolios tailored for each client’s specific needs. He plays an integral role in the financial planning process, interacting with clients and financial advisors in the development and monitoring of individual investment strategies and decisions. He is responsible for conducting research and analysis on current and future portfolio holdings, evaluating and monitoring portfolio risk and recommendations. Ian also specializes in 401(k) plan design assistance and analysis as well as helping establish new 401(k) plans for businesses and/or transitioning businesses from old plans. Ian attended Louisiana State University where he obtained a Bachelor of Arts and Sciences in Economics with a double minor in Latin and Sociology. He is also a magna cum laude graduate from Jesuit High School in New Orleans. Ian lives with his wife and their two children in Lakeview, and in his free time he enjoys duck hunting, fishing and tennis.

Laura Romero

Client Service Associate

Laura Romero is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service.  Prior to Beacon Pointe, Laura was part of the CBD Wealth Management team and prior to that she has several years’ experience in several different fields.  She worked for 14 years in the healthcare industry as an Executive Assistant, Project Coordinator and Specialist in the Pharmacy Department, was an Executive Assistant for United Way for three years and also worked for a management consulting firm for 11 years.   In her time away from the office, she enjoys cooking for her husband and son.  She also likes spending time with extended family and friends and having Saints parties during football season.  She and her husband are big supporters and volunteers of their son’s school, Laura is involved with PTO and her husband is the middle and high school swim team coach.

Megan Cochran

Director of Operations

Megan Cochran serves as Director of Operations for the Beacon Pointe New Orleans office, in addition to her role serving alongside Rocky Daigle as the client service manager for the team’s corporate retirement plan division. Megan’s initial interest in the financial industry came at an early age when her parents exposed her to the financial intricacies of running a small business. Through this, her interest grew into a passion for finance. After high school, Megan decided to turn her passion into a career and attend Loyola University’s School of Business. After obtaining her B.S. in Finance and Economics from LSU, Megan joined a national bank to begin her professional career. After several years and various roles within the bank, Megan came to realize she wanted to utilize her skills at a more local, family-oriented and client-focused business. Megan found what she was searching for when she joined the CBD Wealth Management (CBD) team in 2013 and continued with this sentiment when CBD merged with Beacon Pointe Advisors. Megan is also a New Orleans area native and an active member in the John Curtis Christian School community. When Megan is not at the office, she spends most of her time with her husband chasing after their young daughter. Traveling to visit the famous mouse has become the family’s favorite annual vacation destination!

Mollie Taylor

Associate Wealth Advisor

Mollie is an associate wealth advisor in Beacon Pointe’s New Orleans office and has worked in the financial industry for nearly a decade. Born in the New Orleans area and raised by a local high school administrator and a local high school guidance counselor, she learned at an early age the importance of financial stability and independence.  It was during an internship with a local financial firm that Mollie took an interest in helping people toward retirement and realized this was the career path for her.  Mollie holds a B.S. in Economics with a minor in Accounting from Loyola University New Orleans and is an active member of Archbishop Chapelle High School Alumnae.  She is a supporter of the Women’s New Life Center, and a member of the Old Metairie Garden Club.  In her spare time, she enjoys traveling with her husband, and running around Pontiff Playground with their golden doodle. Mollie and her husband welcomed their first child in January 2020.

Natalie Trainor

Senior Relationship Manager

Natalie Hand Trainor is a senior relationship manager within the Beacon Pointe New Orleans office, overseeing account management and processes, and client service. Natalie earned her Bachelor of Arts degree and worked for several years in the financial services industry. She left the field to obtain her Associates Degree in nursing, which would play a pivotal role in her later career decisions. After leaving the nursing profession, Natalie sought a firm that truly cared for their clients. She was inspired by the strong family values she found at the firm, which emphasize caring for clients as family and ensuring that their financial health is the primary goal in every decision made. Natalie applies this same philosophy to her role whether she is opening or maintaining client accounts, responding to client inquiries, or preparing materials for client review. Natalie and her husband live in the New Orleans area with their two children. Outside of the office, she likes to spend time with her family and friends.

Rocky Daigle, JD, AIF©

Partner, Managing Director

Rocky Daigle is a partner and managing director of Beacon Pointe’s New Orleans office handling select client relationships and the corporate retirement plan division. Prior to joining Beacon Pointe Advisors, and after several years as a practicing attorney, Rocky founded CBD Wealth Management in 2004, partnering up with high school classmates and fraternity brothers Walt Bond and Bobby Comeaux to build a financial planning business from scratch to help hard-working families meet their retirement dreams. In 2019, he was recognized as one of the Best-in-State Wealth Advisors by Forbes Magazine. Rocky is a New Orleans native, and alumnus of Jesuit High School, he received a B.S. in Finance from LSU and received his Juris Doctorate from LSU Law School. He is an active member of the community, having served in leadership roles on numerous boards and committees of civic, professional and charitable organizations, including Jesuit High School, Christian Brothers School, Dominican High School and Boys and Girls Clubs of Southeast Louisiana. When he’s not at the office, Rocky tries to find time to get his golf handicap to a manageable number, play tennis, travel with his wife and his three young adult children, and follow the New Orleans Saints.

Walt Bond, JD, CFP®

Partner, Managing Director

Walter A. Bond (Walt), J.D., CFP®, is a partner and managing director of Beacon Pointe’s New Orleans office. He provides comprehensive financial planning on a more personal level to retirees and business owners with a specialty in advising clients retiring from Chevron and Entergy. Walt has worked as a financial planner and advisor since 1998. Prior to joining Beacon Pointe Advisors, he teamed up with Bobby Comeaux and Rocky Daigle in 2004 to open their own advisory practice, CBD Wealth Management. For three years beginning in 1995, he gained valuable experience as a practicing attorney specializing in the areas of defense litigation and estate planning. Prior to law school, he worked as Assistant Vice President of Commercial Lending with Hibernia National Bank. Walt obtained a Bachelor of Science in Finance from LSU in 1989. He returned to LSU where he earned his Juris Doctorate from LSU Law School in 1995. He became a Certified Financial Planner™ (CFP®) in 2011. Walt’s community involvement includes The Leukemia & Lymphoma Society, Dominican High School, Jesuit High School, Christian Brothers School and St. Dominic Church and School. Walt, his wife and their three children are lifelong residents of the New Orleans area. Walt enjoys staying fit, jogging and photography while supporting his children’s activities.

New Orleans Team

Filter By

Ben Hess

Client Service Associate

Ben Hess is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service. Prior to joining Beacon Pointe, Ben was an intern and then full-time member of the CBD Wealth Management team. As a New Orleans native, Ben is a third-generation graduate of Jesuit High School, where he achieved Class 5A All-State Honors in baseball and is a graduate of LSU earning a B.S. in Finance. In his free time, you will find Ben with family, friends, or his high school sweetheart. He loves the people and the environment of the New Orleans community, and his glass half-full personality fits in perfectly with our team.

Bobby Comeaux, JD, AIF©

Partner, Managing Director

Robert J. Comeaux, Jr. (Bobby) is a partner and managing director of Beacon Pointe’s New Orleans office. Prior to joining Beacon Pointe Advisors, Bobby was founding partner of CBD Wealth Management with two life-long friends, Rocky Daigle and Walter Bond. While he began his professional career as an attorney, soon after, he joined the financial advisory field, assisting individuals and business owners in the management of their wealth. Bobby obtained a Bachelor of Arts in Journalism from Louisiana State University in 1990 and went on to earn a Juris Doctorate from Loyola Law School in 1993. A lifelong native of New Orleans, he attended Jesuit High School, and expresses his hometown loyalty through active community participation, retaining leadership positions in numerous organizations including his role as a member of the Board of Directors for Dawn Busters Kiwanis Club, his role as Membership Chairman for Over the Mountain Athletic Club, and his role as a member of the Board of Directors for the Jesuit High School Endowment Fund. In his free time, Bobby enjoys following LSU sports and spending time travelling with his wife and their two sons. He also enjoys outdoor sporting, such as hunting and fishing, and volunteering as a coach for various youth athletics.

Doug Tillman

Wealth Advisor

Doug A. Tillman is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe and CBD Wealth Management, Doug has served in a number of positions in the financial and banking industries holding the position of Vice‐President of Asset Acquisitions and Risk Management for Crescent Bank & Trust and its affiliated companies, a founding member and Executive Director for ReMark Capital Group, LLC, a Goldman Sachs & Co. company, and running a consulting firm focused on multi-industry businesses, banks, credit unions, and finance companies where he performed corporate advisory work, strategic planning and financial analysis for his clients. Throughout his career, Doug has helped a wide variety of companies achieve their goals and made the decision to transition to CBD Wealth Management to advise individual investors and business owners on their financial planning, business consulting, and investment needs prior to joining Beacon Pointe Advisors. Doug earned his MBA in 2001, and his Bachelor of Science in Accounting in 1997 from the University of New Orleans. Doug is an active volunteer with many local schools and charities, and currently serves as President of the Christian Brothers Foundation Board, Founder and Past President of the New Orleans Catholic Men’s Club Association, Past President of the Archbishop Rummel High School Alumni Association, and Past President of St. Matthew Men’s Club. He is an avid hunter and fisherman and enjoys spending time with his family.

Ellen O’Reilly

Office Manager

Ellen B. O’Reilly brings years of experience and commitment as a volunteer for various community organizations to her role in serving the needs of clients and team members in the Beacon Pointe New Orleans office. She puts her strong people skills to work answering client inquiries, scheduling appointments, and overseeing multiple office operations. Prior to Beacon Ponte, Ellen joined CBD Wealth Management in 2004 as a client service associate. She is a member of the Junior League of New Orleans and the St. Francis of Assisi Parish Council. Ellen’s strong organization skills and ability to multitask are due in part to raising four children – two boys and twin girls – and she is also a devoted grandmother to four.

Ian Blanchard, AIF©

Wealth Advisor

Edward Ian Blanchard (Ian) is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Ian joined CBD Wealth Management in 2011 as a wealth advisor and focused on implementing financial research into portfolios tailored for each client’s specific needs. He plays an integral role in the financial planning process, interacting with clients and financial advisors in the development and monitoring of individual investment strategies and decisions. He is responsible for conducting research and analysis on current and future portfolio holdings, evaluating and monitoring portfolio risk and recommendations. Ian also specializes in 401(k) plan design assistance and analysis as well as helping establish new 401(k) plans for businesses and/or transitioning businesses from old plans. Ian attended Louisiana State University where he obtained a Bachelor of Arts and Sciences in Economics with a double minor in Latin and Sociology. He is also a magna cum laude graduate from Jesuit High School in New Orleans. Ian lives with his wife and their two children in Lakeview, and in his free time he enjoys duck hunting, fishing and tennis.

Laura Romero

Client Service Associate

Laura Romero is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service.  Prior to Beacon Pointe, Laura was part of the CBD Wealth Management team and prior to that she has several years’ experience in several different fields.  She worked for 14 years in the healthcare industry as an Executive Assistant, Project Coordinator and Specialist in the Pharmacy Department, was an Executive Assistant for United Way for three years and also worked for a management consulting firm for 11 years.   In her time away from the office, she enjoys cooking for her husband and son.  She also likes spending time with extended family and friends and having Saints parties during football season.  She and her husband are big supporters and volunteers of their son’s school, Laura is involved with PTO and her husband is the middle and high school swim team coach.

Megan Cochran

Director of Operations

Megan Cochran serves as Director of Operations for the Beacon Pointe New Orleans office, in addition to her role serving alongside Rocky Daigle as the client service manager for the team’s corporate retirement plan division. Megan’s initial interest in the financial industry came at an early age when her parents exposed her to the financial intricacies of running a small business. Through this, her interest grew into a passion for finance. After high school, Megan decided to turn her passion into a career and attend Loyola University’s School of Business. After obtaining her B.S. in Finance and Economics from LSU, Megan joined a national bank to begin her professional career. After several years and various roles within the bank, Megan came to realize she wanted to utilize her skills at a more local, family-oriented and client-focused business. Megan found what she was searching for when she joined the CBD Wealth Management (CBD) team in 2013 and continued with this sentiment when CBD merged with Beacon Pointe Advisors. Megan is also a New Orleans area native and an active member in the John Curtis Christian School community. When Megan is not at the office, she spends most of her time with her husband chasing after their young daughter. Traveling to visit the famous mouse has become the family’s favorite annual vacation destination!

Mollie Taylor

Associate Wealth Advisor

Mollie is an associate wealth advisor in Beacon Pointe’s New Orleans office and has worked in the financial industry for nearly a decade. Born in the New Orleans area and raised by a local high school administrator and a local high school guidance counselor, she learned at an early age the importance of financial stability and independence.  It was during an internship with a local financial firm that Mollie took an interest in helping people toward retirement and realized this was the career path for her.  Mollie holds a B.S. in Economics with a minor in Accounting from Loyola University New Orleans and is an active member of Archbishop Chapelle High School Alumnae.  She is a supporter of the Women’s New Life Center, and a member of the Old Metairie Garden Club.  In her spare time, she enjoys traveling with her husband, and running around Pontiff Playground with their golden doodle. Mollie and her husband welcomed their first child in January 2020.

Natalie Trainor

Senior Relationship Manager

Natalie Hand Trainor is a senior relationship manager within the Beacon Pointe New Orleans office, overseeing account management and processes, and client service. Natalie earned her Bachelor of Arts degree and worked for several years in the financial services industry. She left the field to obtain her Associates Degree in nursing, which would play a pivotal role in her later career decisions. After leaving the nursing profession, Natalie sought a firm that truly cared for their clients. She was inspired by the strong family values she found at the firm, which emphasize caring for clients as family and ensuring that their financial health is the primary goal in every decision made. Natalie applies this same philosophy to her role whether she is opening or maintaining client accounts, responding to client inquiries, or preparing materials for client review. Natalie and her husband live in the New Orleans area with their two children. Outside of the office, she likes to spend time with her family and friends.

Rocky Daigle, JD, AIF©

Partner, Managing Director

Rocky Daigle is a partner and managing director of Beacon Pointe’s New Orleans office handling select client relationships and the corporate retirement plan division. Prior to joining Beacon Pointe Advisors, and after several years as a practicing attorney, Rocky founded CBD Wealth Management in 2004, partnering up with high school classmates and fraternity brothers Walt Bond and Bobby Comeaux to build a financial planning business from scratch to help hard-working families meet their retirement dreams. In 2019, he was recognized as one of the Best-in-State Wealth Advisors by Forbes Magazine. Rocky is a New Orleans native, and alumnus of Jesuit High School, he received a B.S. in Finance from LSU and received his Juris Doctorate from LSU Law School. He is an active member of the community, having served in leadership roles on numerous boards and committees of civic, professional and charitable organizations, including Jesuit High School, Christian Brothers School, Dominican High School and Boys and Girls Clubs of Southeast Louisiana. When he’s not at the office, Rocky tries to find time to get his golf handicap to a manageable number, play tennis, travel with his wife and his three young adult children, and follow the New Orleans Saints.

Walt Bond, JD, CFP®

Partner, Managing Director

Walter A. Bond (Walt), J.D., CFP®, is a partner and managing director of Beacon Pointe’s New Orleans office. He provides comprehensive financial planning on a more personal level to retirees and business owners with a specialty in advising clients retiring from Chevron and Entergy. Walt has worked as a financial planner and advisor since 1998. Prior to joining Beacon Pointe Advisors, he teamed up with Bobby Comeaux and Rocky Daigle in 2004 to open their own advisory practice, CBD Wealth Management. For three years beginning in 1995, he gained valuable experience as a practicing attorney specializing in the areas of defense litigation and estate planning. Prior to law school, he worked as Assistant Vice President of Commercial Lending with Hibernia National Bank. Walt obtained a Bachelor of Science in Finance from LSU in 1989. He returned to LSU where he earned his Juris Doctorate from LSU Law School in 1995. He became a Certified Financial Planner™ (CFP®) in 2011. Walt’s community involvement includes The Leukemia & Lymphoma Society, Dominican High School, Jesuit High School, Christian Brothers School and St. Dominic Church and School. Walt, his wife and their three children are lifelong residents of the New Orleans area. Walt enjoys staying fit, jogging and photography while supporting his children’s activities.

New Orleans Team

Filter By

Ben Hess

Client Service Associate

Ben Hess is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service. Prior to joining Beacon Pointe, Ben was an intern and then full-time member of the CBD Wealth Management team. As a New Orleans native, Ben is a third-generation graduate of Jesuit High School, where he achieved Class 5A All-State Honors in baseball and is a graduate of LSU earning a B.S. in Finance. In his free time, you will find Ben with family, friends, or his high school sweetheart. He loves the people and the environment of the New Orleans community, and his glass half-full personality fits in perfectly with our team.

Bobby Comeaux, JD, AIF©

Partner, Managing Director

Robert J. Comeaux, Jr. (Bobby) is a partner and managing director of Beacon Pointe’s New Orleans office. Prior to joining Beacon Pointe Advisors, Bobby was founding partner of CBD Wealth Management with two life-long friends, Rocky Daigle and Walter Bond. While he began his professional career as an attorney, soon after, he joined the financial advisory field, assisting individuals and business owners in the management of their wealth. Bobby obtained a Bachelor of Arts in Journalism from Louisiana State University in 1990 and went on to earn a Juris Doctorate from Loyola Law School in 1993. A lifelong native of New Orleans, he attended Jesuit High School, and expresses his hometown loyalty through active community participation, retaining leadership positions in numerous organizations including his role as a member of the Board of Directors for Dawn Busters Kiwanis Club, his role as Membership Chairman for Over the Mountain Athletic Club, and his role as a member of the Board of Directors for the Jesuit High School Endowment Fund. In his free time, Bobby enjoys following LSU sports and spending time travelling with his wife and their two sons. He also enjoys outdoor sporting, such as hunting and fishing, and volunteering as a coach for various youth athletics.

Doug Tillman

Wealth Advisor

Doug A. Tillman is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe and CBD Wealth Management, Doug has served in a number of positions in the financial and banking industries holding the position of Vice‐President of Asset Acquisitions and Risk Management for Crescent Bank & Trust and its affiliated companies, a founding member and Executive Director for ReMark Capital Group, LLC, a Goldman Sachs & Co. company, and running a consulting firm focused on multi-industry businesses, banks, credit unions, and finance companies where he performed corporate advisory work, strategic planning and financial analysis for his clients. Throughout his career, Doug has helped a wide variety of companies achieve their goals and made the decision to transition to CBD Wealth Management to advise individual investors and business owners on their financial planning, business consulting, and investment needs prior to joining Beacon Pointe Advisors. Doug earned his MBA in 2001, and his Bachelor of Science in Accounting in 1997 from the University of New Orleans. Doug is an active volunteer with many local schools and charities, and currently serves as President of the Christian Brothers Foundation Board, Founder and Past President of the New Orleans Catholic Men’s Club Association, Past President of the Archbishop Rummel High School Alumni Association, and Past President of St. Matthew Men’s Club. He is an avid hunter and fisherman and enjoys spending time with his family.

Ellen O’Reilly

Office Manager

Ellen B. O’Reilly brings years of experience and commitment as a volunteer for various community organizations to her role in serving the needs of clients and team members in the Beacon Pointe New Orleans office. She puts her strong people skills to work answering client inquiries, scheduling appointments, and overseeing multiple office operations. Prior to Beacon Ponte, Ellen joined CBD Wealth Management in 2004 as a client service associate. She is a member of the Junior League of New Orleans and the St. Francis of Assisi Parish Council. Ellen’s strong organization skills and ability to multitask are due in part to raising four children – two boys and twin girls – and she is also a devoted grandmother to four.

Ian Blanchard, AIF©

Wealth Advisor

Edward Ian Blanchard (Ian) is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Ian joined CBD Wealth Management in 2011 as a wealth advisor and focused on implementing financial research into portfolios tailored for each client’s specific needs. He plays an integral role in the financial planning process, interacting with clients and financial advisors in the development and monitoring of individual investment strategies and decisions. He is responsible for conducting research and analysis on current and future portfolio holdings, evaluating and monitoring portfolio risk and recommendations. Ian also specializes in 401(k) plan design assistance and analysis as well as helping establish new 401(k) plans for businesses and/or transitioning businesses from old plans. Ian attended Louisiana State University where he obtained a Bachelor of Arts and Sciences in Economics with a double minor in Latin and Sociology. He is also a magna cum laude graduate from Jesuit High School in New Orleans. Ian lives with his wife and their two children in Lakeview, and in his free time he enjoys duck hunting, fishing and tennis.

Laura Romero

Client Service Associate

Laura Romero is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service.  Prior to Beacon Pointe, Laura was part of the CBD Wealth Management team and prior to that she has several years’ experience in several different fields.  She worked for 14 years in the healthcare industry as an Executive Assistant, Project Coordinator and Specialist in the Pharmacy Department, was an Executive Assistant for United Way for three years and also worked for a management consulting firm for 11 years.   In her time away from the office, she enjoys cooking for her husband and son.  She also likes spending time with extended family and friends and having Saints parties during football season.  She and her husband are big supporters and volunteers of their son’s school, Laura is involved with PTO and her husband is the middle and high school swim team coach.

Megan Cochran

Director of Operations

Megan Cochran serves as Director of Operations for the Beacon Pointe New Orleans office, in addition to her role serving alongside Rocky Daigle as the client service manager for the team’s corporate retirement plan division. Megan’s initial interest in the financial industry came at an early age when her parents exposed her to the financial intricacies of running a small business. Through this, her interest grew into a passion for finance. After high school, Megan decided to turn her passion into a career and attend Loyola University’s School of Business. After obtaining her B.S. in Finance and Economics from LSU, Megan joined a national bank to begin her professional career. After several years and various roles within the bank, Megan came to realize she wanted to utilize her skills at a more local, family-oriented and client-focused business. Megan found what she was searching for when she joined the CBD Wealth Management (CBD) team in 2013 and continued with this sentiment when CBD merged with Beacon Pointe Advisors. Megan is also a New Orleans area native and an active member in the John Curtis Christian School community. When Megan is not at the office, she spends most of her time with her husband chasing after their young daughter. Traveling to visit the famous mouse has become the family’s favorite annual vacation destination!

Mollie Taylor

Associate Wealth Advisor

Mollie is an associate wealth advisor in Beacon Pointe’s New Orleans office and has worked in the financial industry for nearly a decade. Born in the New Orleans area and raised by a local high school administrator and a local high school guidance counselor, she learned at an early age the importance of financial stability and independence.  It was during an internship with a local financial firm that Mollie took an interest in helping people toward retirement and realized this was the career path for her.  Mollie holds a B.S. in Economics with a minor in Accounting from Loyola University New Orleans and is an active member of Archbishop Chapelle High School Alumnae.  She is a supporter of the Women’s New Life Center, and a member of the Old Metairie Garden Club.  In her spare time, she enjoys traveling with her husband, and running around Pontiff Playground with their golden doodle. Mollie and her husband welcomed their first child in January 2020.

Natalie Trainor

Senior Relationship Manager

Natalie Hand Trainor is a senior relationship manager within the Beacon Pointe New Orleans office, overseeing account management and processes, and client service. Natalie earned her Bachelor of Arts degree and worked for several years in the financial services industry. She left the field to obtain her Associates Degree in nursing, which would play a pivotal role in her later career decisions. After leaving the nursing profession, Natalie sought a firm that truly cared for their clients. She was inspired by the strong family values she found at the firm, which emphasize caring for clients as family and ensuring that their financial health is the primary goal in every decision made. Natalie applies this same philosophy to her role whether she is opening or maintaining client accounts, responding to client inquiries, or preparing materials for client review. Natalie and her husband live in the New Orleans area with their two children. Outside of the office, she likes to spend time with her family and friends.

Rocky Daigle, JD, AIF©

Partner, Managing Director

Rocky Daigle is a partner and managing director of Beacon Pointe’s New Orleans office handling select client relationships and the corporate retirement plan division. Prior to joining Beacon Pointe Advisors, and after several years as a practicing attorney, Rocky founded CBD Wealth Management in 2004, partnering up with high school classmates and fraternity brothers Walt Bond and Bobby Comeaux to build a financial planning business from scratch to help hard-working families meet their retirement dreams. In 2019, he was recognized as one of the Best-in-State Wealth Advisors by Forbes Magazine. Rocky is a New Orleans native, and alumnus of Jesuit High School, he received a B.S. in Finance from LSU and received his Juris Doctorate from LSU Law School. He is an active member of the community, having served in leadership roles on numerous boards and committees of civic, professional and charitable organizations, including Jesuit High School, Christian Brothers School, Dominican High School and Boys and Girls Clubs of Southeast Louisiana. When he’s not at the office, Rocky tries to find time to get his golf handicap to a manageable number, play tennis, travel with his wife and his three young adult children, and follow the New Orleans Saints.

Walt Bond, JD, CFP®

Partner, Managing Director

Walter A. Bond (Walt), J.D., CFP®, is a partner and managing director of Beacon Pointe’s New Orleans office. He provides comprehensive financial planning on a more personal level to retirees and business owners with a specialty in advising clients retiring from Chevron and Entergy. Walt has worked as a financial planner and advisor since 1998. Prior to joining Beacon Pointe Advisors, he teamed up with Bobby Comeaux and Rocky Daigle in 2004 to open their own advisory practice, CBD Wealth Management. For three years beginning in 1995, he gained valuable experience as a practicing attorney specializing in the areas of defense litigation and estate planning. Prior to law school, he worked as Assistant Vice President of Commercial Lending with Hibernia National Bank. Walt obtained a Bachelor of Science in Finance from LSU in 1989. He returned to LSU where he earned his Juris Doctorate from LSU Law School in 1995. He became a Certified Financial Planner™ (CFP®) in 2011. Walt’s community involvement includes The Leukemia & Lymphoma Society, Dominican High School, Jesuit High School, Christian Brothers School and St. Dominic Church and School. Walt, his wife and their three children are lifelong residents of the New Orleans area. Walt enjoys staying fit, jogging and photography while supporting his children’s activities.

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