Top divorce financial planning financial advisors in DeRidder, LA

Daniel Rogers is a financial advisor with First Command Advisory Services and holds a Series 66 credential. He has four years of industry experience, including roles at First Command Brokerage Services and First Command Insurance Agent. Outside of his advisory work, he is the owner of D.R. Financial, LLC, which supports his business activities within First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Windham is a Series 65 licensed financial advisor with 24 years of industry experience. He is currently with Raymond James Financial and previously worked at firms including Investment Partners of Acadiana, Hibernia Wealth Management, LPL Financial, Stratos Wealth Partners, and Voya Financial Advisors. Outside of advising, he is a partner at Windham & Reed CPA, L.L.C., an accounting firm in DeRidder, LA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including high-net-worth individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling, supporting clients through its advisory programs and other providers.

Charles Scarbrough is a financial advisor at Cetera with 28 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services and has operated his own CPA firm since 1975. He is also involved in financial planning and coaching through his firm, Willow Chute Financial, which serves individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a large network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures.

Eden Solinsky is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Strategic Financial Concepts in 2025, Solinsky has operated the Solinsky Group Insurance Agency since 2017 and worked at McNeese State University from 2013 to 2017. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs discretionary investment management with a range of strategies and incorporates insurance-related activities alongside multiple LPL program offerings.

Taylor Martin is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, Martin gained experience at Louisiana Farm Bureau Mutual Insurance Company, Sabine State Bank, and Tractor Supply Co., and also worked at McNeese State University and Bayou Splash and Dash Carwash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.