Top business exit / sale strategy financial advisors in New Orleans, LA

Stephen Hooks Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked with various divisions of JPMorgan Chase since 2006. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Greg Dupuy is an Executive Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2017, advancing through several roles including Benefits & Planning Consultant in Executive Services, Workplace Planning Consultant at various levels, Workplace Planning Associate, and Customer Relationship Advocate. His experience spans multiple facets of financial planning and consulting within Fidelity, reflecting a deep understanding of client needs and Fidelity's service offerings. Greg focuses on combining client situations with Fidelity's resources to assist clients in working toward their financial goals. No educational background, credentials, personal interests, or community involvement information has been provided.

Philip Garrett Jr. is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 10 years at PRUCO Securities and over a decade at Stratos Wealth Partners and LPL Financial. Garrett is also an investor in the restaurant Sake LLC and is involved as an owner in Side Car Holdings, LLC and Side Car Patio & Oyster Bar, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients through customized portfolio management and an open-architecture platform integrating multiple third-party managers.

Sandra Gibson is a financial advisor at Cetera with 38 years of industry experience. She holds the PFS™ and Series 63 designations and previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Additionally, she operates a tax preparation and accounting business as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

David Huff is the principal of DW Huff Advisory in Chalmette, LA, holding the PFS™ credential along with Series 63 and 65 licenses and bringing 18 years of industry experience. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services for over a decade and has operated DW Huff Consulting, a public accounting firm providing tax services to individuals and businesses, since 2019. DW Huff Advisory is a small independent registered investment adviser serving mainly individual clients while also managing portfolios for institutional clients. The firm offers discretionary portfolio management integrated with accounting and tax services through its affiliated accounting practice and sponsors a wrap fee program, alongside conducting educational seminars and utilizing a range of investment strategies.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.