Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Slidell, LA 70461
Sanctuary Advisors, LLC
Enterprise
Tracy Clanton is a Series 66-registered financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She has worked at Sanctuary Advisors since 2020, and previously held roles at Bank of America and Merrill Lynch. Clanton serves as a member of the Slidell Civil Service Board, an independent board that oversees personnel-related appeals and rulemaking for the City of Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers various portfolio management options through a network of more than 400 independent advisers and employs multiple analytical approaches, acting as a fiduciary where advisory agreements exist.
Based on Sanctuary Advisors, LLC
Based on Sanctuary Advisors, LLC
Fixed fees for financial planning services, negotiated individually.
$10,000 - $49,999: 2.75% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.75% $250,000+: 2.75%
Hourly or fixed fees for financial planning services, negotiated individually.
May charge performance-based fees for Qualified Institutional Buyer clients with at least $100 million in securities.
Slidell, LA
2054 Gause Blvd E
Slidell LA 70461
Advisors at this office
6
Louisiana · Texas
7 years of industry experience
Sanctuary Advisors, LLC
2020 - Present • 6 years
Slidell, LA
Sanctuary Securities, Inc.
2020 - Present • 6 years
Slidell, LA
Bank Of America, N.a.
2019 - 2020 • 1 year
Slidell, LA
Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691)
2018 - 2020 • 2 years
Slidell, LA
St. Tammany Parish Development District
2018 - 2018 • 1 year
Mandeville, LA
St. Tammany Economic Development Foundation
2003 - 2017 • 14 years
Mandeville, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Slidell, LA
Consortium Private Wealth LLC
Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.
Series 63
Slidell, LA
Charter Advisory Corporation
Lowell Dever is a financial advisor with Charter Advisory Corporation in Slidell, LA, holding a Series 63 designation and over 56 years of industry experience. He has been with Charter Advisory Corporation since 2015 and has worked with LPL Financial LLC since 2009. Outside of his advisory roles, he is licensed in life and health insurance through Dever & Associates. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves both retail and high-net-worth clients through a multi-advisor team approach.
Series 65
Slidell, LA
Brooklyn FI, LLC
Janae' Bridges is a financial advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Gregory Ricks & Associates, and JECohen & CO., LLC. Prior to her advisory career, she was employed by the State of Wyoming and Morguard. Brooklyn FI serves individual and high-net-worth clients with investment management, financial planning, and retirement-account advisory services. The firm emphasizes passive investment strategies while incorporating specialized external managers and aggregates held-away assets to provide comprehensive portfolio oversight.
Series 63, Series 65
Slidell, LA
Summit Financial Wealth Advisors
Paul Guidry is a financial advisor at Summit Financial Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit since 2022. Prior to that, he was with ADG Wealth Management, LLC and Triad Advisors, and he has managed a small business consulting and management firm since 1986. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships, acting as an ERISA fiduciary for plan clients and offering a range of investment and non-investment services including business management and divorce financial consulting.
Slidell, LA
Consortium Private Wealth LLC
Michael Christy is a financial advisor with Consortium Private Wealth LLC and holds 18 years of industry experience. He serves as Chairman and CEO of The Consortium, LLC, a business involved in fixed life insurance and group benefits sales. Christy has worked at several firms including Ameritas Investment Corp. and Mass Mutual Investors Services. Consortium Private Wealth LLC caters primarily to high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm employs a multi-advisor team approach with a focus on non-discretionary portfolio management and provides a range of services including asset management, financial planning, retirement plan consulting, and specialized corporate and tax-oriented planning.
CFP®, ChFC®, Series 66
Slidell, LA
Consortium Private Wealth LLC
Joseph Mitchell is a financial advisor at Consortium Private Wealth LLC with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2023. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a small client roster managed by a four-advisor team. The firm emphasizes tailored portfolios, primarily on a non-discretionary basis, and offers comprehensive financial planning, asset management, and specialized corporate and tax-oriented services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")