Top financial advisors in Lafayette, 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.
If you live in Lafayette, LA, and face financial decisions, you might need an advisor who understands local risks like hurricanes and their impact on insurance and storm planning. Without this knowledge, you could overlook critical protections that affect your financial security.
- Insurance and storm-risk planning. Confirm how the advisor integrates hurricane exposure into your overall financial plan.
- Local market insight. Ask how Lafayette's economic and environmental factors influence their advice.
- Experience with regional regulations. Ensure they navigate Louisiana-specific tax and insurance rules effectively.
- Comprehensive risk assessment. Look for advisors who evaluate both personal and property risks tied to local weather patterns.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Crystal B
Series 66
Lafayette, LA
Merrill
Crystal Bergeron, based in Lafayette, LA, offers expertise in tax-loss harvesting and active portfolio management, which can help address local financial risks like hurricanes through tax-focused strategies. Affiliated with Merrill, a large firm serving diverse clients with managed accounts and discretionary portfolio management, she provides access to multiple investment programs and integrates closely with Bank of America affiliates, distinguishing her from advisors at smaller firms.
Experience: 5 years
Avg account: $860,085
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Daisy B
Series 63, Series 65
Lafayette, LA
Primerica Advisors
Daisy Boyce's 14 years of experience and Series 63 and 65 licenses equip her to address Lafayette's unique financial challenges, including local tax and insurance considerations. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap fee structure, she serves individual and high-net-worth clients, emphasizing ESG investing, tax-loss harvesting, and income planning.
Experience: 14 years
Avg account: $228,117
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Hussain A
ChFC®, Series 63
Lafayette, LA
W&S Advisory Services, LLC
Hussain Ali's 25 years of experience and ChFC® designation equip him to address Lafayette's unique financial challenges, including local insurance and storm-risk planning. His firm, W&S Advisory Services, LLC, offers flat-fee, non-discretionary investment management with a digital-first approach, focusing on UGMA accounts, which may appeal to parents and young families seeking transparent, technology-driven financial solutions.
Experience: 25 years
Avg account: $791
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Chase K
CFP®, Series 65, Series 66
Lafayette, LA
Final Ascent Wealth Advisors, LLC
Chase Kenner offers financial planning and discretionary portfolio management in Lafayette, LA, with 14 years of experience and CFP® certification, making him well-equipped to address local financial risks including hurricane exposure. His firm uses a long-term asset allocation approach with mutual funds and ETFs, serving high-net-worth clients with flat fees ranging from $2,500 to $10,000, distinguishing him from advisors with different fee structures or client focuses.
Experience: 14 years
Avg account: $3,100,574
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Lana D
Series 66
Lafayette, LA
Parish Investment Advisors LLC
Lana Dauterive offers financial planning and consulting services in Lafayette, LA, with a decade of experience and a Series 66 designation. Her firm, Parish Investment Advisors LLC, manages $75.7 million in assets for 111 clients using tailored investment strategies and provides retirement plan education, distinguishing her with a flat-fee structure and independent status compared to other local advisors.
Experience: 11 years
Avg account: $780,148
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