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Taylor W
CFP®, Series 66
Metairie, LA
The AmeriFlex Group
Taylor Watson is a CFP® professional with nine years of industry experience. He currently works at The AmeriFlex Group and has prior experience with Cambridge Investment Research, Inc., OSAIC, and Besselman and Associates. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting services, delivering customized strategies through various model asset allocations and manager relationships.
Jessica S
CFP®, Series 63
Metairie, LA
The AmeriFlex Group
Jessica Sturino is a CFP® credentialed advisor with two years of industry experience, currently with The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research Advisors and Besselman Wealth Planners. Outside of finance, she was involved with NOLA Spaces Dance Quarter for five years. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and discretionary manager relationships.
Vicky L
CFP®, Series 66
Metairie, LA
The AmeriFlex Group
Vicky Laborde is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc. Her prior experience includes roles at OSAIC and FSC Securities. Laborde also operates as an independent contractor with Besselman Wealth Planners and holds a position as an insurance producer. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored strategies.
Patricia B
CFP®, Series 63
Metairie, LA
The AmeriFlex Group
Patricia Besselman Main is a CFP® with 21 years of industry experience, currently serving at The AmeriFlex Group and Cambridge Investment Research, Inc. She previously worked at OSAIC and Fsc Securities Corporation, Inc., and has operated Besselman & Associates for over two decades. Outside of advisory roles, she is president of Besselman & Associates, a firm providing insurance, benefits, and human resources services. The AmeriFlex Group offers investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm provides a range of portfolio management and financial planning services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to implement tailored investment strategies.
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