Top charitable giving & philanthropy financial advisors in Minden, LA

Robert Anglin is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes roles at LPL Financial and Investment Centers of America, with over two decades at GBT Financial Services, where he is also a licensed insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down macroeconomic asset-allocation process and integrates alternative investments, including private or non-liquid assets, to implement diversified portfolios.

Michael Reagan is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Previously, he was involved with Delta Magic Wildlife Attractant from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with five years of industry experience. Prior to joining Meriwether Wealth & Planning, Campbell worked at b1BANK for seven years. Outside of financial advising, Campbell is the owner of TLC Self Storage LLC and is a vendor at two local antique malls. Meriwether Wealth & Planning LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and various organizations. The firm creates customized investment strategies based on client objectives and risk tolerance, utilizing a combination of direct management, third-party managers, and passive investment vehicles.

Micah Hanson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include seven years at LPL Financial LLC and leadership positions at b1BANK and b1 Wealth Solutions. Outside of finance, Hanson is involved with Cotton Valley Hunting Club and owns Hanson Farm & Timber LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Robert White is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Patrick Ferguson is a financial advisor at Intentional, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. In addition to his advisory role, Ferguson is licensed to sell fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm combines fundamental, technical, and economic analysis in its investment approach and offers due diligence and monitoring of alternative and private investments for qualified investors.