Top financial advisors in New Iberia, 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 New Iberia, LA, and face financial decisions impacted by hurricane risks or insurance needs, these advisors can help you navigate those 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 incorporate hurricane exposure into your overall financial plan.
- Local market knowledge. Ask how their understanding of New Iberia’s economic and environmental factors shapes their advice.
- Experience with insurance products. Verify they review your coverage options thoroughly to avoid gaps or redundancies.
- Long-term resilience focus. See if they help you prepare for financial shocks related to natural disasters, not just everyday market fluctuations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Wendy B
Series 66
New Iberia, LA
Edward Jones
Wendy Bourque's nine years of experience and Series 66 license equip her to address financial challenges in New Iberia, including those related to hurricane risks and insurance needs. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers wealth management services with a fee structure up to 1.35% annually, providing access to diverse investment strategies and multi-generational wealth transfer expertise.
Experience: 9 years
Avg account: $246,728
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Amber P
Series 63
New Iberia, LA
Raymond James & Associates
Amber Palumbo offers over two decades of experience in wealth management and retirement planning, well-suited for clients in New Iberia facing hurricane-related financial risks. Affiliated with the large firm Raymond James & Associates, she provides flat-fee and hourly planning options, serving a diverse clientele including individuals and municipal entities, which may offer broader institutional insights compared to smaller firms.
Experience: 22 years
Avg account: $788,879
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Joshua P
Series 66
New Iberia, LA
Ameriprise
Joshua Perello in New Iberia, LA, specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement who need income planning. Affiliated with Ameriprise, a large firm offering algorithmic tools and written Recommendation Reports, he provides personalized, tax-efficient withdrawal strategies with a competitive 0.15% AUM fee, distinguishing him from advisors with less structured retirement services.
Experience: 14 years
Avg account: $471,167
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Craig V
Series 66
New Iberia, LA
Cetera
Craig Viator's 19 years of experience and Series 66 designation equip him to address financial challenges in New Iberia, including those related to hurricane risks and insurance. His affiliation with Cetera, a large firm offering flat-fee planning and discretionary portfolio management, complements his expertise in wealth management and retirement plans for business owners, distinguishing him from other local advisors.
Experience: 19 years
Avg account: $306,089
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Philip M
Series 63, Series 65
New Iberia, LA
LPL Financial
Philip Mayeux offers extensive expertise in wealth management and retirement plans, supported by 26 years of experience and credentials like Series 63 and 65. Operating within LPL Financial, a large firm with a strong research team, he provides flat-fee financial planning and serves a diverse client base, which may benefit those seeking comprehensive strategies in New Iberia's unique economic and environmental context.
Experience: 26 years
Avg account: $399,489
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