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Jett S

Series 66

Madison, MS

Sound Financial Strategies Group, LLC

Jett Stuart is a financial advisor with Sound Financial Strategies Group, LLC in Madison, MS. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining Sound Financial Strategies, he held positions at APW Inc and Trustmark Bank. Sound Financial Strategies Group provides discretionary investment management, financial planning, and insurance product recommendations to individuals, families, small business owners, professionals, and high-net-worth clients. The firm uses model portfolios, sub-advisers, and Investment Committee reviews to manage client portfolios, and offers a Faith-Based Investing option that applies biblical screening criteria.

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David W

CFA®, Series 63, Series 65

Ridgeland, MS

Advocacy Wealth Management, LLC

David Watson is a CFA® charterholder with 27 years of industry experience. He is currently with Advocacy Wealth Management, LLC and has previously worked at Montag & Caldwell for over two decades. Outside of his advisory work, he serves in administrative roles for several family-owned agricultural and timber LLCs. Advocacy Wealth Management, LLC is a multi-team firm with around 30 advisors. The firm provides wealth management services catering to a diverse client base.

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