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Gerald S

CFP®, Series 63, Series 65

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Gerald Smith Jr. is a CFP® professional with 28 years of industry experience. He has been with Barnes Pettey Financial Advisors, LLC since 2006 and previously worked at Raymond James Financial Services, Inc. for 29 years. In addition to his advisory role, he is a licensed independent life insurance agent specializing in accident and health, life, variable life, and variable annuity products. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and builds customized portfolios using a variety of investment strategies and instruments tailored to each client’s objectives, risk tolerance, tax situation, and liquidity needs.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Holmes P

Series 63

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Holmes Pettey is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Barnes Pettey since 2007 and previously worked at PARK Media and Raymond James Financial Services. Outside of his advisory work, he is a business partner at JPW Aviation and serves as president of the Winter Colony HOA board in a volunteer capacity. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a client-specific approach using both fundamental and technical analysis and offers a broad investment universe that includes mutual funds, equities, bonds, alternative funds, and external manager selections.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Joseph F

Series 66

Memphis, TN

Barnes Pettey Financial Advisors, LLC

Joseph Friend III is a financial advisor at Barnes Pettey Financial Advisors, LLC in Memphis, TN, holding a Series 66 designation with 15 years of industry experience. He has worked at Barnes Pettey Financial Advisors since 2010 and previously with Raymond James Financial Services and APIS Investment Group. Friend is also a licensed independent life insurance agent, dedicating limited time to this activity. Barnes Pettey Financial Advisors serves individuals, families, trusts, charitable organizations, and business entities with discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm manages $1.31 billion in assets and employs a client-specific approach using fundamental and technical analysis across a diverse range of investment vehicles.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Ryan B

Series 66

Madison, MS

Barnes Pettey Financial Advisors, LLC

Ryan Barnes is a financial advisor with Barnes Pettey Financial Advisors, LLC in Madison, MS, holding a Series 66 designation and 22 years of industry experience. He has been with Barnes Pettey since 2007 and previously worked at Raymond James Financial Services, Inc from 2003 to 2025. In addition to his advisory role, Barnes is a licensed independent life insurance agent. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, personalized financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a client-specific approach that incorporates fundamental and technical analysis and a broad range of investment vehicles, managing $1.31 billion in assets and serving over 3,000 clients.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Richard D

CFP®, Series 63, Series 65

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Richard Devoe is a financial advisor at Barnes Pettey Financial Advisors, LLC with 27 years of industry experience. He holds the CFP® designation and has worked with firms including Raymond James Financial Services and Security Holdings, LLC. Devoe is also CEO and partner of Devoe Carr, PLLC, an accounting firm. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and employs a client-specific approach using a broad range of investments and strategies.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Andrew Y

CFP®, Series 66

Oxford, MS

Barnes Pettey Financial Advisors, LLC

Andrew Yee is a CFP® professional with 19 years of industry experience. He is affiliated with Barnes Pettey Financial Advisors, LLC and previously worked at Raymond James Financial Services for 18 years. Yee holds a Series 66 license and is also a licensed independent life insurance agent with limited activity outside his advisory role. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages $1.31 billion in assets and follows a client-specific approach utilizing a broad range of investment vehicles and strategies.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Daniel M

Series 66

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Daniel Myrick is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc., Barnes Pettey Financial Advisor, LLC, the Reclaimed Project, and the Quitman County School District. He is also a licensed independent life insurance agent. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and tailors portfolios based on client objectives, risk tolerance, tax considerations, and liquidity needs, utilizing a wide range of investment products and strategies.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Julie F

Series 66

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Julie Flowers is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation and 19 years of industry experience. She has worked at Barnes Pettey since 2006 and was previously with Raymond James Financial Services, Inc. for 18 years. Outside of financial advising, she is a non-active partner in several agricultural and farming businesses with her spouse. Barnes Pettey Financial Advisors, LLC provides investment management, personalized financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and builds client portfolios using a client-specific approach that incorporates fundamental and technical analysis and a wide range of investment options.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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