Large-firm financial advisors in Morgan City, LA

Lauren Hebert is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ and Series 66 designations and bringing 20 years of industry experience. She has a background that includes extensive work with Avantax-related entities and Cetera, as well as a longstanding association with the CPA firm Darnall, Sikes & Frederick, where she is a shareholder. Outside of advising, she serves on the Nicholls State University Accounting Advisory Board and manages small business ventures including an eBay sales operation and a crafts boutique. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm employs firm-designed style allocation models and tax-intelligent strategies, serving individuals, pension plans, charitable organizations, and businesses with over $7.5 billion in assets under management.

Cory Adams is a financial advisor with Edward Jones in Morgan City, LA, holding a Series 66 designation and seven years of industry experience. He worked at Hassell Wealth Management from 2014 to 2018 before joining Edward Jones in 2018. Outside of his advisory role, he manages Adams Management LLC, a rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates a large national network of advisors and offers discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dane Robison is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network and Edward Jones. Robison serves as a finance and investment committee member on the advisory board of Central Catholic in Morgan City, LA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and investment consulting to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) based in Morgan City, LA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1996. He serves as a Sergeant at Arms on the local Rotary Board. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Craig Walker is a financial advisor with Ameritas Advisory Services, LLC, holding 26 years of industry experience. He has held roles at Ameritas-related entities since 2006 and serves as President of C&W Financial Services, Inc., where he has been involved in employee benefits and financial planning since 1988. In addition to his advisory work, he is active in insurance and employee benefits through INSGroup. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management using model portfolios, third-party sub-advisers, and custom strategies, with a strong focus on retirement-plan consulting and fiduciary advice for plan sponsors and participants.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.