Top financial advisors in Metairie, 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 Metairie, LA, and face financial decisions impacted by hurricane risks or insurance needs, the advisors below can help you navigate these challenges. Without expertise in local storm-risk planning, you might overlook critical protections or cost-saving opportunities.
- Insurance and storm-risk planning. Confirm how they integrate hurricane exposure into your overall financial plan.
- Local market knowledge. Advisors familiar with Metairie's economic and regulatory environment can tailor strategies to your situation.
- Experience with high-net-worth clients. If your assets are substantial, ask how they manage complex portfolios under local risk factors.
- Fee structure clarity. Understand whether they offer flat-fee arrangements and how that might affect your ongoing costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marc M
Series 63, Series 66
Metairie, LA
Ameriprise
Marc Miranne specializes in retirement income strategies and Social Security optimization, making him well-suited for clients in Metairie, LA, facing retirement planning amid local risks. With 18 years of experience at Ameriprise, a large firm offering algorithm-driven, tax-efficient withdrawal strategies and a 0.15% AUM fee, he provides detailed, research-backed plans for clients approaching retirement with substantial assets.
Experience: 18 years
Avg account: $471,167
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Jackson Y
Series 65
Metairie, LA
Waverly Advisors, LLC
Jackson Young offers expertise in private and alternative investments, real estate investing, and tax-loss harvesting, which can be valuable for managing hurricane-related financial risks in Metairie, LA. His firm uses a long-term, asset-allocation-driven investment approach, and he provides flat-fee financial planning options ranging from $500 to $50,000, catering to both individual and institutional clients.
Experience: 4 years
Avg account: $1,639,930
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Burke E
Series 63, Series 66
Metairie, LA
Edward Jones
Burke Echelmeier in Metairie, LA, offers wealth management and retirement income strategies with six years of experience and Series 63 and 66 licenses, suitable for clients needing guidance on local financial risks. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to diverse advisory programs and a broad network, with fees up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 6 years
Avg account: $246,728
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James H
Series 63, Series 65
Metairie, LA
Primerica Advisors
James Haas IV in Metairie, LA, offers expertise in ESG investing, tax-loss harvesting, and income planning, which can be crucial for managing financial risks related to local hurricane exposure. Working with Primerica Advisors, a large firm providing discretionary asset management and wrap-fee structures, he serves both individual and high-net-worth clients with diverse investment models, differentiating him through a comprehensive, model-driven approach and a 1.74% AUM fee.
Experience: 4 years
Avg account: $228,117
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Tiffany N
Series 65
Metairie, LA
Arete Wealth Advisors, LLC
Tiffany Noto in Metairie, LA, offers expertise in active portfolio management and options strategies, well-suited for high-net-worth clients facing local storm-risk financial decisions. Her firm, Arete Wealth Advisors, provides flat-fee financial planning and discretionary portfolio management, combining independent advice with tailored investment models, distinguishing her from advisors with more traditional fee structures or less specialized local knowledge.
Experience: 9 years
Avg account: $484,172
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