Top financial advisors in New Orleans, 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're managing your finances in New Orleans, you might face unique challenges like hurricane-related risks that can impact your insurance and overall financial planning. Without an advisor familiar with these local factors, you could overlook critical protections or misjudge your risk exposure.
- Local risk awareness. Confirm how the advisor integrates hurricane and storm risk into your insurance and financial plans.
- Insurance expertise. Ask about their approach to reviewing and recommending coverage that fits the specific hazards of the New Orleans area.
- Experience with regional markets. Look for advisors who understand local economic conditions and how they affect investment and retirement strategies.
- Coordination with other professionals. Check if they collaborate with local tax experts and insurance agents to provide comprehensive advice tailored to your situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen H
Series 66
New Orleans, LA
J.P. Morgan Securities
Stephen Hooks Jr. brings 19 years of experience in wealth management at J.P. Morgan Securities in New Orleans, offering expertise that can address local financial challenges including hurricane-related risks. His affiliation with a large firm provides access to institutional consulting services and customized investment solutions, differentiating him from advisors at smaller firms by combining broad resources with personalized wealth advisory.
Experience: 20 years
Avg account: $318,381
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Gregory D
Series 63, Series 66
Chalmette, LA
Fidelity
Gregory Dupuy's eight years at Fidelity equip him to address New Orleans' financial challenges, including retirement income strategies and executive compensation design. His experience within a large firm offers access to extensive resources, and his focus on executive clients and liquidity event planning distinguishes him from advisors with broader or less specialized practices.
Experience: 8 years
Avg account: $234,793
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Philip G
Series 63, Series 65
New Orleans, LA
Stratos Wealth Partners, Ltd
Philip Garrett Jr. brings 24 years of experience and local business ownership in New Orleans, offering wealth management and retirement planning with a flat-fee structure through Stratos Wealth Partners. His firm’s large, open-architecture platform supports active portfolio management and collaboration with multiple custodians, which may provide comprehensive financial strategies tailored to regional risks and economic conditions.
Experience: 25 years
Avg account: $706,728
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Sandra G
PFS™, Series 63
Chalmette, LA
Cetera
Sandra Gibson's extensive 38-year experience and PFS™ designation equip her to address New Orleans' unique financial challenges, including hurricane-related risks, through her expertise in wealth management and retirement plans for business owners. Operating from Chalmette, LA, she offers flexible flat-fee and hourly consulting options within Cetera's large-firm resources, distinguishing her with a blend of seasoned insight and adaptable fee structures.
Experience: 38 years
Avg account: $306,089
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David H
PFS™, Series 63, Series 65
Chalmette, LA
DW Huff Advisory
David Huff's 17 years of experience and PFS™ designation equip him to address New Orleans' unique financial challenges, including retirement planning with local risk considerations. His independent firm offers flat-fee financial plans starting at $1,500 and integrates tax expertise through his public accounting background, distinguishing him with a combined investment approach of modern portfolio theory and fundamental analysis.
Experience: 17 years
Avg account: $188,140
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