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Hannah S

CFP®, Series 66

Many, LA

Edward Jones

Hannah Savell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she had brief roles at Downhome Designs and a period of unemployment in 2017. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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William A

Series 66

Many, LA

Edward Jones

William Adams II is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Northwestern State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Barbara S

Series 63

Noble, LA

Mass Mutual Investors Services

Barbara Sepulvado is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 27 years of industry experience. Her prior work includes 15 years at MetLife Securities before joining Mass Mutual in 2016. She also operates an outside insurance business selling life, accident, and health insurance through Blue Cross Blue Shield. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved software and models to analyze client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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