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Phyllis S

Series 66

Jeffersonville, IN

LaSalle St. Investment Advisors, L.L.C.

Phyllis Spears is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, with 27 years of industry experience. She holds a Series 66 designation and has worked with LaSalle St. Investment Advisors since 2017. Outside of her advisory role, she serves on the Howard Steamboat Museum Advisory Committee and is involved with Paws4Life as a registered agent in Indiana. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies, including both passive and active approaches, and manages accounts on both a discretionary and non-discretionary basis.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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