Top financial advisors in Lake Charles, 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 Lake Charles, LA, and face financial decisions affected by hurricane risks or insurance needs, these advisors can help you navigate those challenges. Without expertise in local storm-risk planning, you might overlook critical protections or recovery strategies.
- Insurance and storm-risk planning. Confirm how they integrate hurricane exposure into your financial plan to protect your assets.
- Local market knowledge. Advisors familiar with Lake Charles can better anticipate regional economic shifts and insurance nuances.
- Experience with recovery strategies. Ask how they support clients in rebuilding finances after weather-related setbacks.
- Coordination with insurance providers. Ensure they work closely with your insurers to align coverage with your overall financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ashley N
Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Ashley Navarre offers financial planning in Lake Charles, LA, with six years of experience and a Series 66 designation, supported by her role at Centaurus Financial, a large firm serving diverse clients including businesses and institutions. Her background includes income planning and Social Security optimization, and she provides flexible fee options including negotiable hourly rates, distinguishing her from advisors focused solely on investment management.
Experience: 6 years
Avg account: $213,989
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Stephens O
Series 63, Series 66
Lake Charles, LA
Edward Jones
Stephens O'pry offers wealth management expertise in Lake Charles, LA, with 23 years of experience and Series 63 and 66 designations, making him well-equipped to address local financial challenges including storm-risk planning. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to extensive resources and a comprehensive advisory program with an AUM fee up to 1.35% annually.
Experience: 24 years
Avg account: $246,728
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Marshal B
CFP®, Series 63
Lake Charles, LA
OSAIC
Marshal Baggett's 38 years of experience and CFP® certification equip him to address financial challenges in Lake Charles, including those related to hurricane risks and insurance. Working with Osaic, a large firm managing around $200 billion in assets, he offers flat-fee planning and consulting services, catering to a diverse client base including individuals and pension plans, which may provide broader resources compared to smaller local advisors.
Experience: 38 years
Avg account: $398,336
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George S
Series 63, Series 66
Lake Charles, LA
Eagle Strategies (NY Life)
George Stark Jr. offers extensive expertise in retirement income strategies and business owner retirement plans, supported by 33 years of experience in Lake Charles, LA. Affiliated with Eagle Strategies, a large firm linked to New York Life, he provides flexible fee options including asset-based, hourly, and subscription agreements, and integrates insurance solutions like fixed annuities to address local storm-risk financial planning needs.
Experience: 33 years
Avg account: $235,446
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Lisette J
Series 63
Lake Charles, LA
Primerica Advisors
Lisette Jacobs brings 30 years of experience in Lake Charles, LA, offering expertise in ESG investing, tax-loss harvesting, and income planning, which can support financial resilience against local storm risks. Working with Primerica Advisors, a large firm focused on retail clients, she provides discretionary asset management through a tiered wrap-fee program, differentiating her with a comprehensive approach tailored to individual and high-net-worth investors.
Experience: 30 years
Avg account: $228,117
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