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409 advisors near
70518
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Out of 400,000+ nationwide
John S
Series 66
Erath, LA
Edward Jones
John Suire is a financial advisor with Edward Jones in Erath, Louisiana, holding a Series 66 credential and 15 years of industry experience, all with Edward Jones since 2011. He has a business interest outside of advisory work through Suire Provision LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
Lauren T
Series 66
Lafayette, LA
Merrill
Lauren Taylor is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals, families, and businesses in Lafayette and across the country. She works closely with clients to understand their current financial situations and long-term goals, developing personalized strategies for wealth, retirement, and financial planning aligned with their values and objectives. Her client focus areas include college education planning, equity compensation services, family wealth management, managing new wealth, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Over her career, Lauren has helped clients build, preserve, and transition wealth, emphasizing thoughtful planning and providing pragmatic perspectives during emotionally charged situations. She holds a bachelor's degree in finance and an MBA in finance from the University of Louisiana at Lafayette. Lauren also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is a member of the Financial Management Association International National Honor Society. Lauren participates in several community organizations including the Boys & Girls Club of Acadiana, Faith House of Acadiana, Our Lady of Fatima Summer Camps, St. Joseph's Diner, and the University of Louisiana at Lafayette. Outside of her advisory work, she enjoys playing pickleball and tennis and spending time with her German Shepherd, Chloe.
John R
Series 66
Lafayette, LA
Morgan Stanley
John Royall II is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support their advisory services.
Virgil W
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Virgil Wright is a financial advisor with Morgan Stanley in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.
O'neal W
ChFC®, Series 63
Lafayette, LA
LPL Financial
O'neal Weber Jr. is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 57 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he has been involved in non-variable insurance businesses and serves as president of an investment-related insurance entity focusing on life, health, and disability insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.
Vance R
Series 63, Series 65
Lafayette, LA
Raymond James Financial
Vance Richard is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior roles include positions at Iberia Financial Services, infinex Investments, and First Horizon Advisors. Richard serves as Treasurer on the Board of Directors for the Bank Insurance & Securities Association and owns VARCO of Acadiana, a business involved in buying and selling drill pipe in the energy industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.
Allison W
Series 66
Lafayette, LA
Morgan Stanley
Allison Williams Fogg is a financial advisor at Morgan Stanley with four years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with a combined tenure of 17 years across those roles. Her credential includes the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and models.
Michael G
Series 66
Lafayette, LA
Cetera
Michael Gurzi is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously with Summit Financial Group Inc. from 2015 to 2021. Outside of his advisory role, Gurzi serves as the Aquatics Director for the Lafayette Consolidated Government Parks and Recreation Department, where he develops new swimming activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and affiliations.
Mary L
Series 66
Lafayette, LA
Merrill
Mary Le Blanc is a Financial Advisor at Merrill Lynch Wealth Management, a position she has held since May 2017. She assists clients with investment and retirement planning by understanding their financial goals and objectives. As a Financial Advisor, Mary offers a comprehensive approach to managing wealth that begins with listening to clients' needs to ensure solutions are aligned with their individual objectives. Mary began her financial services career in 2009 and holds a Bachelor of Science degree in Business Administration from Northwestern State University of Louisiana. She has earned the CRPC® designation and is recognized as a Personal Investment Advisor (PIA). Her expertise includes helping clients develop short-, mid-, and long-term financial goals, with access to various financial solutions including banking, credit, home financing, and small business services. Mary resides in Lafayette with her three children and is actively involved in her community. She participates in organizations such as ACTs, One Acadiana, and St Jude's, and has previously served as local Chapter President for the Northwestern State Alumni Association of Lafayette. Mary is also involved with her local church, the ACTs community, and The Mardi Gras Krewe of RIO.
Blake H
ChFC®, Series 66
Lafayette, LA
OSAIC
Blake Harper is a financial advisor at OSAIC with seven years of industry experience. He holds the ChFC® designation and a Series 66 license. Prior to joining OSAIC in 2023, he worked at Royal Alliance for five years and has been involved with The Rock Financial Group since 2014. Harper is also the owner of Rock Private Wealth Management, LLC, where he serves as a financial advisor and insurance representative. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of portfolio management options including access to third-party money managers and customized investment strategies.
Blair F
Series 66
St Martinville, LA
Edward Jones
Blair Faucheaux is a financial advisor at Edward Jones in St Martinville, Louisiana, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the Iberia Parish Assessors Office and several private companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.
Ross W
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Ross Woodring is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory work, Woodring is a partner in Ragin Cages, LLC, a recreation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.
Nolan V
Series 63, Series 66
Lafayette, LA
LPL Financial
Nolan Venable is a financial advisor at LPL Financial with 41 years of industry experience. He previously worked at Wealth Advisors, LLC for 20 years and at OSAIC for 27 years. Venable holds Series 63 and Series 66 licenses and owns an insurance agency and a tax preparation firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.
Clayton D
Series 66
Lafayette, LA
Cetera
Clayton Darnall is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Investment Services and 1st Global Advisors, as well as accounting work with Darnall, Sikes & Frederick CPAs. He serves on the boards of the Community Foundation of Acadiana and the Children's Museum of Acadiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.
Kyli V
Series 66
New Iberia, LA
Edward Jones
Kyli Vaughn is a financial advisor with Edward Jones in New Iberia, Louisiana, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services Inc for eight years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across all wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large network of financial advisors and branch offices nationwide.
Calen G
Series 65, Series 63
Lafayette, LA
OSAIC
Calen Gondran is a financial advisor with OSAIC in Lafayette, LA, holding Series 65 and Series 63 licenses and 14 years of industry experience. He worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. In addition to his advisory role, he manages Legacy Maritime LLC, a non-investment business focused on overseeing the LLC’s interests. OSAIC serves a diverse client base, including individual and institutional investors, providing integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes proprietary asset-allocation tools and third-party solutions to offer tailored portfolio management across various asset classes.
Philip M
Series 63, Series 65
New Iberia, LA
LPL Financial
Philip Mayeux is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a photography business named Quinn Lemoine Photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.
Kelly S
Series 63, Series 66
Lafayette, LA
Morgan Stanley
Kelly Stoutes is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as an officer of Stoutes Enterprises, Inc., an insurance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analysis.
Nicholas S
Series 66
Erath, LA
Edward Jones
Nicholas Suire is a financial advisor at Edward Jones in Erath, Louisiana, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Liberty University and Our Savior's Church. He is a joint owner of Suire Provision LLC, which he established with his father to manage their Edward Jones joint team office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.
Clint L
Lafayette, LA
OSAIC
Clint Laviolette is a financial advisor at OSAIC with 28 years of industry experience. He has been affiliated with OSAIC since 2024 and has a long history with Financial Advisory Solutions, LLC and Retirement Resources of Louisiana, Inc. He serves as President of the Lakes on the Teche Homeowners Association board of directors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including access to third-party money managers and customized portfolio solutions.
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Finding advisors...
409 advisors near
70518
within the area shown on the map
Out of 400,000+ nationwide