Robert J. Comeaux, Jr. (Bobby) is a founding partner of CBD Wealth Management. He began his professional career as an attorney. Soon after, he joined the field of financial advisory, assisting individuals and business owners in the management of their wealth. In 1996 he joined a national brokerage firm and later decided to found his own practice with two life-long friends, Rocky Daigle and Walter Bond. In 2004, they founded CBD Wealth as an independent financial services office with independence powered by Commonwealth Financial Network, the nation’s largest privately held independent broker/dealer. Combining 15 years of industry experience with his legal training, Bobby oversees the individual investment and operational functions of CBD Wealth Management.
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. He attended Jesuit High School.
A lifelong native of New Orleans, Bobby expresses his hometown loyalty through active community participation and retains leadership positions in numerous organizations. His involvement includes:
In his free time, Bobby enjoys following LSU sports and spending time and travelling with his wife, Lisa, and their two sons. He also enjoys outdoor sporting, such as hunting and fishing, and volunteering as a coach for various youth athletics.
Walter A. Bond (Walt), JD, CFP® is one of three founding partners of CBD Wealth. He oversees the financial planning operations along with client service and acquisition with a specialty in advising clients retiring from Chevron and Entergy. Walt has worked as a financial planner and advisor since 1998. He teamed up with Bobby and Rocky in 2004 to open CBD Wealth. With independence powered by Commonwealth Financial Network®, he provides comprehensive financial planning on a more personal level to retirees and business owners. 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 for three years as an 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™ Certificant in 2011.
Walt’s community involvement includes:
Walt, his wife, Bridget, and their three children, Harrison, Max and Betsy, are lifelong residents of the New Orleans area. Walt enjoys staying fit, jogging and photography while supporting his children’s activities.
After several years as a practicing attorney, in 2000, with three children under the age of 5, Rocky joined a national brokerage firm and ventured out to build a financial planning business from scratch. Most people thought he was crazy, but his wife, Shannon, believed in him and his desire to help others. Through hard work, sweat, and maybe even a few tears, he realized how much gratification he received helping hard-working families meet their retirement dreams. He also recognized that by joining forces with Bobby and Walt, they could impact even more families. In 2004, the three high school classmates and fraternity brothers formed CBD and today the firm provides financial planning services to over one thousand families.
Rocky serves as managing partner of the firm, handles select client relationships and oversees the firm's corporate retirement plan division. In 2019, he was recognized as one of the Best-in-State Wealth Advisors by Forbes Magazine. Rocky is proud to have been recognized as a Chairman's Level advisor for 2019—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
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 Shannon and his young adult children and follow the New Orleans Saints. Rocky is a New Orleans native, and alumnus of Jesuit High School, LSU (B.S. in Finance) and 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.
Edward Ian Blanchard joined CBD Wealth Management in 2011 as a wealth advisor and focuses 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 portfolio risk, and monitoring individual buy, sell and hold recommendations. Ian also specializes in 401(k) plan design assistance and analysis as well as heping establish new 401(k) plans for businesses and/or transitioning businesses from old plans. Ian also holds Series 7 and 66 securities registrations through Commonwealth Financial Network as well as his Life and Health Insurance licenses.
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.
In his free time he also enjoys duck hunting, fishing, and tennis. Ian lives with his wife, Morgan, and their two children, Riley & Rhodes, in Lakeview.
Doug A. Tillman is a financial advisor and has served in a number of positions in the financial and banking industry. He held the position of Vice‐President of Asset Acquisitions and Risk Management for Crescent Bank & Trust and its affiliated companies. He was one of the founding members and Executive Director for ReMark Capital Group, LLC, a Goldman Sachs & Co. company and had 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 assisted a wide variety of companies achieve their goals and has chosen to transition to CBD Wealth Management to advise individual investors and business owners on their financial planning, business consulting, and investment needs.
Doug earned his MBA in 2001, and his Bachelor of Science in Accounting in 1997 from the University of New Orleans. He has Series 7 and 66 registrations held through Commonwealth Financial Network, the nation’s largest privately held broker/dealer.
Doug is an active volunteer with many local schools and charities. He 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.
Mollie is a financial advisor who has worked in the financial industry for eight years. 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.
During her undergrad at Loyola University of New Orleans, she thought she was on a path towards a B.A. in Communication; however, she fell in love with her first Economics class. Shocking everyone, she switched her major to Economics. Or as her grandmother told everyone, math. It was during an internship with a local financial firm that Mollie took an interest in helping people towards their retirement. She 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. She 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, Bryan, and running around Pontiff Playground with their golden doodle, Paddington. This coming January 2020, she will be running around after their first child.
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 Loyola, 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 team in 2013.
Megan currently serves as the firm’s office manager, handling business operations for the firm. She also serves alongside Rocky Daigle as the registered client service manager for the firm’s corporate retirement plan division.
When Megan is not at the office, she spends most of her time with her husband, Joe, chasing after their young daughter, Elle. Traveling to visit the famous mouse has become the family’s favorite annual vacation destination! Megan is a New Orleans area native and an active member in the John Curtis Christian School community.
Natalie Hand Trainor joined CBD Wealth Management in 2010 as an administrative assistant specializing in operations. 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 CBD Wealth’s strong family values, which emphasize caring for clients as family and ensures 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. Presently Natalie oversees the majority of Client Operations to ensure that every detail of our account management is accounted for and carried out with the same degree of care and attention.
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.
Ellen B. O'Reilly joined CBD Wealth Management in 2004 as a client service associate. She 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 at CBD Wealth Management. She puts her strong people skills to work answering client inquiries, scheduling appointments, and overseeing multiple office operations, including scheduling continuing education training for the firm’s financial advisors. Ellen also holds her Louisiana Insurance license.
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 multi-task are due in part to raising four children: two boys and twin girls. She is also a devoted grandmother to four.
Averell began working in the financial industry in 2014, which was a big departure from her previous career as a baker. She started her financial career as a Client Service Associate at a national brokerage firm, where she learned the ins and outs of the field. After four years of working for a large company, she was interested in finding a smaller, more personal work environment. In June of 2018, Averell joined CBD Wealth, where she makes great use of her experience in customer service.
Averell was born and raised in Covington, Louisiana, and has lived in New Orleans since 2011. When she’s not working, Averell is spending time with her new husband Blake, and her Catahoula puppy Darla. She is a lover of art, travel, and cooking.
New Orleans native, Ben Hess, is thrilled to begin his career at CBD Wealth as a Customer Service Associate. He is a 2019 graduate of LSU with a BS in Finance, and a third generation graduate of Jesuit High School (Class of 2015), where he achieved Class 5A All-State Honors in baseball. Ben’s three brothers also play(ed) varsity baseball for Jesuit with athletic honors, so his mother’s “no throwing the ball in the house” rule was completely ignored. His youngest brother is the tallest at 6’4”, and is gaining Ben’s respect (out of fear).
In his free time, you will find Ben with family, friends, or his high school sweetheart, Julia, who works in the Accounting department at a retail company in New Orleans. Her love for cheese and pasta is only surpassed by her unconditional love for her alma mater, LSU.
Ben met Bobby Comeaux as a child when Ben’s dad, Rob Hess III, and Bobby took their sons to LSU football games. Ben was an intern at CBD Wealth prior to his senior year at LSU, and so he was ecstatic to receive and accept CBD’s employment offer upon graduation. He loves the people and the environment, and his glass half-full personality fits in perfectly.
Laura Romero joined the CBD Wealth Management team in June of 2019 as a Client Service Associate. She comes to us with several years’ experience in several different fields. She worked as an Executive Assistant for United Way for 3 years and for a management consultant firm for 11 years with some of that time spent as Office Manager. In her last job before coming to work for CBD, she worked for 14 years in the healthcare industry as an Executive Assistant, Project Coordinator and Specialist in the Pharmacy Department. She said that she was looking for her last “home” when she applied for the job here and she has definitely found it. Laura looks forward to assisting our clients, making them her top priority.
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 on the PTO and her husband is the middle and high school swim team coach.