Top concentrated stock management financial advisors in Mandeville, LA

Michael Sciortino Jr. is a financial advisor with Cambridge Investment Research Advisors in Mandeville, LA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Cambridge Investment Research since 2021 and also operates Sciortino Financial, LLC, where he provides tax preparation and CPA enrolled agent services. He serves as a board member of the Northshore Food Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.

Dustin Mitchell is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Coppell Advisory Solutions and Kinetic Investment Management, Inc. He is also involved in Mitchell Financial Group, where he sells fixed annuities, fixed indexed annuities, and life insurance independently. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of analytical approaches and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

Joseph Morgan Mitchell is a financial advisor with Eagle Strategies (NY Life) based in Mandeville, LA. He holds Series 63 and Series 65 licenses and has four years of industry experience. He is also the owner of an insurance brokering business specializing in non-registered products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial amount of assets on a non-discretionary basis.

Henry Deharde is a financial advisor with Primerica Advisors in Mandeville, LA, holding a Series 63 designation and 19 years of industry experience. He has worked at PFS Investments Inc. since 2006 and has been affiliated with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

William Miller is a financial advisor at Simplicity Wealth with 22 years of industry experience. He previously worked for Primerica Advisors and Primerica Financial Services for over two decades. Outside of his advisory role, Miller is owner and president of Protective Wealth Strategies, a field marketing organization affiliated with life insurance companies where he offers fixed indexed annuities and life insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, provides a managed account platform for advisors, and integrates technology and operational solutions to support advisory services.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.