Top social Security optimization financial advisors in Opelousas, LA

Christopher Hoyt is a CFP®-designated financial advisor with 16 years of industry experience, currently with Wells Fargo Advisors since 2023. He has also operated Hoyt Investment Services Inc. since 2001. Outside of his advisory role, he serves as a trustee for non-family trusts. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement those strategies.

Thomas Banks is a Series 66-licensed advisor with J.P. Morgan Securities, based in Opelousas, LA, with 28 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.

Scott Pitre is a Series 66-licensed financial advisor with Edward Jones, based in Opelousas, LA. He has eight years of industry experience, including roles at National General Insurance and Gulf States Underwriters prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Joseph Godchaux Jr. is a Series 65 credentialed financial advisor with 33 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC, and has been involved with DCG Agency Inc. since 2005. Outside of advising, he has ownership interests in several insurance agencies and holds shareholder positions in Investar Bank and Evangeline Hospitality. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it incorporates affiliated financial businesses and third-party managers into its service offerings.

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.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

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.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.