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William M
Series 66
Shreveport, LA
Wingo Asset Management, LLC
William Mccollum is a financial advisor at Wingo Asset Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley DW Inc. and various advisory and financial services companies over the past two decades. His current firm, Wingo Asset Management, provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and retirement plan consulting to individual and institutional clients. The firm manages approximately $96 million in discretionary assets and employs a value-oriented investment approach that includes model portfolios, tactical allocation, and the use of unconventional asset classes.
John W
Series 65
Shreveport, LA
Wingo Asset Management, LLC
John Wingo is a financial advisor with Wingo Asset Management, LLC in Shreveport, LA, holding a Series 65 designation and seven years of industry experience. He previously worked at RFG Advisory, LLC and has managed Wingo Wealth, LLC since 2014, where he markets various insurance products. Outside of investment advisory services, he is involved as a managing partner in several non-investment businesses including self storage and document storage ventures. Wingo Asset Management provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and retirement plan consulting to both individual and institutional clients. The firm employs a value-oriented investment approach with strategically allocated model portfolios and emphasizes absolute returns utilizing tactical allocation and alternative investment strategies.
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