Top wealth management financial advisors in Hammond, LA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a wealth management advisor when you're juggling multiple financial goals like saving for retirement, managing investments, and protecting your assets from risks like hurricanes. Without focused expertise, it's easy to overlook how local risks and insurance needs affect your overall financial plan.
- Integrated risk planning. Confirm how they incorporate insurance and storm-risk factors into your wealth strategy, especially important in hurricane-prone areas.
- Goal prioritization. Ask how they balance competing objectives like growth, income, and legacy planning to fit your unique situation.
- Fee structure clarity. Understand whether their fees align with your preferences, such as flat fees or asset-based charges, and how that impacts your plan.
- Experience with local markets. Inquire about their familiarity with Hammond, LA's economic and real estate environment to ensure relevant advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kevin L
Series 63
Hammond, LA
LPL Financial
Kevin Lozier offers wealth management expertise in Hammond, LA, with 20 years of experience and a Series 63 designation, making him well-equipped to address complex financial goals including retirement and college savings. Affiliated with LPL Financial, a large firm providing diverse investment options and flat-fee financial planning, he stands out for combining extensive local knowledge with flexible fee structures suited for various client needs.
Experience: 20 years
Avg account: $399,489
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Shaun M
CFP®, ChFC®, Series 66
Hammond, LA
Edward Jones
Shaun Mc Arthur offers wealth management expertise in Hammond, LA, with seven years of industry experience and credentials including CFP® and ChFC®. His role as president of a local real estate business complements Edward Jones's full-service approach, which includes discretionary strategies and separately managed accounts, supported by a large firm managing over $1 trillion in assets with fees up to 1.35% annually.
Experience: 7 years
Avg account: $246,728
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Stacy H
Series 66
Hammond, LA
J.P. Morgan Securities
Stacy Hawkins specializes in wealth management in Hammond, LA, leveraging 15 years of experience and a Series 66 designation to address complex financial goals. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized asset allocation, she provides asset-based fee services at 0.30% annually, distinguishing her through extensive firm resources and a focus on executive and business owner clients.
Experience: 16 years
Avg account: $318,381
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Richard G
CFP®, Series 63
Madisonville, LA
Independent Financial Group, LLC
Richard Greene Jr. offers wealth management expertise with 15 years of experience and CFP® certification, serving clients from a large firm that provides both brokerage and advisory services. His background includes active portfolio management and retirement plans for business owners, complemented by flat-fee financial planning options, distinguishing him from advisors focused solely on asset-based fees or smaller firms.
Experience: 15 years
Avg account: $474,424
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Donald R
CFP®, Series 63, Series 65
Hammond, LA
Cetera
Donald Riley III offers wealth management expertise in Hammond, LA, with 26 years of experience and CFP® certification, making him well-equipped to address complex financial goals including tax-loss harvesting and retirement plans for business owners. Affiliated with Cetera, a large firm serving diverse clients, he provides flexible fee options including flat fees and hourly consulting, which may appeal to clients seeking tailored financial planning services.
Experience: 26 years
Avg account: $306,089
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