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Kevin O

Series 66

Metairie, LA

Ameritas Advisory Services, LLC

Kevin O'Brien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has previously worked with Edward Jones and has been affiliated with Acacia Financial Group and Ameritas Life Insurance Corp. since 2010. Outside of his advisory role, he serves as treasurer on the board of directors for the Rummel Alumni Association and is vice president of a local athletic and social club. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and sub-advisers across various program platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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John W

Series 63, Series 65

Metairie, LA

Ameritas Advisory Services, LLC

John Worrel Jr. is a financial advisor at Ameritas Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameritas Advisory Services since 2021. His prior experience includes roles at Principal Financial Services and ownership of John Worrel Financial Sales & Services LLC, where he focuses on fixed life insurance and annuities. Ameritas Advisory Services serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides investment advisory and financial planning services using a range of portfolios and products, supported by a mutual holding company structure with affiliated broker-dealer and insurance entities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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