Top financial advisors in Mandeville, 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 Mandeville, LA, and face financial decisions affected by hurricane risks, you need advisors who understand how to integrate insurance and storm-risk planning into your overall strategy. Without this expertise, you might overlook critical protections that could safeguard your assets and future.
- Insurance and storm-risk focus. Confirm how they incorporate local hurricane exposure into your financial plan.
- Experience with local regulations. Ask how they navigate Louisiana-specific insurance and tax rules.
- Comprehensive risk assessment. Look for advisors who evaluate both your investment and property risks together.
- Coordination with insurance providers. Ensure they work closely with your insurers to align coverage with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael S
Series 63, Series 65
Mandeville, LA
Cambridge Investment Research Advisors
Michael Sciortino Jr. in Mandeville, LA, brings 15 years of experience and holds Series 63 and 65 credentials, offering retirement income strategies and annuities that can complement hurricane risk planning. Affiliated with Cambridge Investment Research Advisors, a large firm providing flat-fee options and diverse investment approaches, he also offers tax preparation services as a CPA enrolled agent, adding depth to financial and insurance coordination.
Experience: 15 years
Avg account: $378,281
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Dustin M
Series 65
Mandeville, LA
Gibbs Wealth Management, LLC
Dustin Mitchell in Mandeville, LA, offers expertise in options and derivatives strategies along with concentrated stock management, which can be valuable for managing investment risks related to hurricane exposure. His firm, Gibbs Wealth Management, emphasizes risk management and tax efficiency, serving individual and high-net-worth clients with a 0.45% AUM fee, distinguishing him through a blend of analytical approaches and guaranteed-income solutions.
Experience: 4 years
Avg account: $195,262
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Joseph Morgan M
Series 63, Series 65
Mandeville, LA
Eagle Strategies (NY Life)
Joseph Morgan Mitchell in Mandeville, LA, offers expertise in retirement income strategies and annuities, supported by his Series 63 and 65 licenses and experience with a large firm, Eagle Strategies (NY Life). His background includes insurance brokering and consulting for diverse clients, with flexible fee options like hourly rates and subscription agreements, distinguishing him from advisors focused solely on investment management.
Experience: 4 years
Avg account: $235,446
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Henry D
Series 63
Mandeville, LA
Primerica Advisors
Henry Deharde in Mandeville, LA, brings 19 years of experience and a Series 63 designation, working with Primerica Advisors, a large firm offering discretionary asset management through model-delivery strategies and separately managed accounts. His expertise includes ESG investing, tax-loss harvesting, and income planning, supported by a tiered wrap fee structure and collaboration with BNY Mellon Advisors, distinguishing him from other local advisors.
Experience: 20 years
Avg account: $228,117
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William M
Series 63
Mandeville, LA
Simplicity wealth
William Miller's 22 years of experience and role at Simplicity Wealth equip him to address financial needs in Mandeville, LA, including integrating insurance considerations through his ownership of Protective Wealth Strategies. His firm offers discretionary portfolio management with a model-driven, fund-of-funds approach, serving both individual and high-net-worth clients with flexible fee structures including flat and hourly fees, distinguishing him from advisors focused solely on asset-based fees.
Experience: 22 years
Avg account: $202,617
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