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Angela A

Series 63, Series 65

Covington, LA

Cetera

Angela Avant is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Hancock/Whitney Bank and Hancock/Whitney Investment Services since 2016. Avant has been with Cetera and its affiliate, Cetera Investment Services LLC, since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, retirement plan, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, with a multi-manager platform allowing advisors to implement affiliated and third-party model portfolios or bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Marybeth C

Series 63

Covington, LA

Cetera

Marybeth Castay is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 63 designation and has held positions at Hancock Whitney Bank and Hancock Investment Services, Inc. prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Benjamin P

Series 63, Series 65

Covington, LA

Cetera

Benjamin Parker is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hancock/Whitney Bank and Hancock/Whitney Investment Services. Outside of his advisory role, he serves as successor co-trustee of the Angela C Avant Living Trust and executor of her will. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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