I’ve been a Financial Advisor for over 20 years. My first 6 years I worked for Edward Jones. In 2004, I realized that commission-based products were not in my clients’ best interest and I could better serve them as an independent Wealth Management Advisor. I value my independence and always act in my clients’ best interest offering them objective advice and developing a long-term relationship based on integrity and trust. I offer comprehensive financial planning and wealth management and have offices in New Orleans and Houston. I am also a Registered Principal with LPL Financial and supervise several other advisors.

I fell in love with investing when I got 10 shares of Disney stock as a Christmas present from my Grandpa in 1988. I would look up how much the price of the stock was in the newspaper each week to see how much it grew. I still have the original investment and have watched it grow over the past 30+ years. This became a life-long passion that I wanted to pursue as my career after I graduated from Christian Brothers University.

Together with my wife Natalia and our two kids, we’ve lived in New Orleans, The Netherlands and now Houston. In my free time, I enjoy traveling and have been to over 40 countries with my favorite place being Bali. I’m passionate about coaching kids basketball. I also enjoy BBQing and hiking.

I’ve been in Finance my whole life and I’m passionate about partnering with the businesses and individuals to deliver value. Prior to joining Memorial Wealth Group, I worked for Shell across Trading, Upstream, Downstream and Corporate sectors as a Finance Manager, Group Reporting & Accounting Advisor, Process Owner, Global Advisor, and Accounting Analyst. Over my 15+ year career, I’ve worked in The Hague, New Orleans and Houston.

In my current role, I’m responsible for the design and implementation of the corporate strategy, branding, marketing, M&A, relationships management and company growth. I have an MBA, deep accounting expertise, experience leading diverse and virtual teams, passion for innovation and digitalization, and courage to lead change.

Outside of work, I enjoy traveling with my family, exploring our home state of Texas, riding a bike, doing yoga, and listening to audiobooks. My favorite places to visit include Glacier National Park, South Island of New Zealand, Morocco and Iceland.

My name is Marilyn Poret. I am a Client Relations Manager and typically the first point of contact for our clients assisting them with all service needs. I handle all administrative duties including deposits, client requests, opening new accounts, completing asset transfers and corresponding with clients. In addition, I manage all day-to-day office tasks and compliance activities. I’ve been in this role since 2013 previously working for Progressive Insurance.

I’m committed to helping people and providing personalized service. My favorite part about my work is getting to know our clients on a personal level and building long-term relationships. I also enjoy learning and working through new challenges..

In my off time I enjoy sewing, crafting, and spending time with my family.