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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 18 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding affiliations with Acacia Financial Group and related Ameritas entities dating back to 2010. Outside of his advisory role, O'Brien serves as treasurer on the board of the Rummel Alumni Association and is vice president of the OTMAC Athletic and Social Club. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary advice, and retirement-plan consulting through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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John W

Series 63, Series 65

Metairie, LA

Ameritas Advisory Services, LLC

John Worrel Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has operated John Worrel Financial Sales & Services LLC since 2014. Additionally, he is licensed as an independent insurance agent selling fixed insurance products through Acacia Financial Group LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, retirement-plan advisory, and fiduciary services with both discretionary and non-discretionary portfolio management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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