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Roderick W
Series 63, Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Roderick Williams is a financial advisor with HMV Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at HMV Wealth Advisors since 2018 and also serves as a Tax Manager at Heard, McElroy & Vestal LLC, an accounting firm, since 2015. Outside of his advisory roles, Mr. Williams is the trustee of a family children’s trust and is involved in a family-owned real estate business as President and Shareholder. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans, managing over $567 million in discretionary assets. The firm focuses on discretionary investment management and retirement plan advisory services, employing a Modern Portfolio Theory-based, diversified, passive investment approach that includes model portfolios and sub-advisory execution.
Nicole K
Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Nicole Karamales is a financial advisor with HMV Wealth Advisors, LLC, holding a Series 65 credential and four years of industry experience. She has been with HMV Wealth Advisors since 2022 and also works part-time as an administrative assistant at the accounting firm Heard, McElroy & Vestal. Prior to her advisory career, she spent 14 years at Caddo Parish Schools, Captain Shreve High School. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm focuses on discretionary investment management and retirement plan advisory services, employing a diversified, passive investment approach grounded in Modern Portfolio Theory.
Christopher E
CFP®, PFS™, Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Christopher Eldredge is a CFP® and PFS™ professional with three years of industry experience, currently serving as an advisor at HMV Wealth Advisors, LLC. He also works as a tax manager at Heard, McElroy & Vestal, LLC, providing tax compliance and consulting services. Eldredge is involved in family and private investment entities focused on stock investments and oil and gas interests. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes diversified, passive asset-class investing based on Modern Portfolio Theory and employs model portfolios with tax-sensitive strategies and sub-advisory execution.
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