Top financial advisors in Monroe, 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.
When you live in Monroe, LA, preparing for financial risks like hurricanes and insurance needs is crucial to protect your assets and income. An advisor unfamiliar with these local challenges might overlook key protections, leaving you exposed to unexpected losses.
- Local risk expertise. Confirm how they incorporate hurricane and storm risk into your financial plan.
- Insurance integration. Ask how they evaluate your insurance coverage alongside your investment and retirement goals.
- Experience with regional markets. Look for advisors who understand Louisiana's economic and regulatory environment.
- Comprehensive cash flow planning. Ensure they consider emergency funds and disaster recovery in your budget strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Darren O
Series 63
Monroe, LA
Money Concepts Capital Corp
Darren Oglesby offers over 31 years of experience in Monroe, LA, with expertise in retirement income strategy, cash flow budgeting, and annuities, which are vital for managing local financial risks like hurricanes. His affiliation with Money Concepts Capital Corp, a large firm managing $3.33 billion, provides access to diverse portfolio strategies and consulting services, distinguishing him from advisors with smaller client bases or less comprehensive firm resources.
Experience: 31 years
Avg account: $237,847
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Gary G
ChFC®, Series 63
Monroe, LA
Graham, Bordelon, Golson & Gilbert, Inc.
Gary Graham's extensive 40-year experience and ChFC® credential equip him to address Monroe's unique financial risks, including hurricane-related challenges, through comprehensive wealth management. His firm offers flat-fee pricing and serves high-net-worth clients with tailored asset-allocation strategies, combining legal expertise and investment management to optimize portfolios and integrate insurance considerations effectively.
Experience: 40 years
Avg account: $2,069,158
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Lorenzo T
Series 66
Monroe, LA
Pelican Wealth Management
Lorenzo Treadway, based in Monroe, LA, brings 13 years of experience and a Series 66 designation, working with Pelican Wealth Management, a firm familiar with local economic and regulatory conditions. His independent status and focus on passive/index investing, combined with the firm's comprehensive services including discretionary investment management and financial planning, offer a balanced approach to managing regional financial risks and insurance considerations.
Experience: 14 years
Avg account: $242,837
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Ivan H
Series 66
Monroe, LA
LPL Financial
Ivan Hendricks, based in Monroe, LA, brings 19 years of experience and a Series 66 designation, specializing in wealth management and retirement plans for business owners. Operating within LPL Financial, a large firm offering flat-fee financial planning, he supports diverse clients with comprehensive investment solutions and tax-loss harvesting strategies, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 19 years
Avg account: $399,489
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Michael B
Series 66
Monroe, LA
Edward Jones
Michael Barras in Monroe, LA, brings 10 years of experience and a Series 66 designation, specializing in retirement plans for business owners and business financial management, which suits local entrepreneurs facing regional economic challenges. Affiliated with Edward Jones, a large full-service firm offering diverse investment strategies and wrap fee options, he combines local insight with broad resources, differentiating him from smaller, less diversified advisors nearby.
Experience: 10 years
Avg account: $246,728
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