Top tax-loss harvesting financial advisors in Ruston, LA

Thomas Bates is a financial advisor with Oakwater Financial Advisors LLC in Ruston, Louisiana. He holds a Series 65 license and has three years of industry experience. Prior to his current role, he was a CPA and partner at Oakwater Financial Group LLC, a tax and accounting firm he co-owns with his father. He also provides contract CFO and management consulting services through Oakwater Financial LLC. Oakwater Financial Advisors LLC offers investment portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a range of strategies including options and short-selling, and advises across various investment vehicles, combining pension consulting with alternative investments and insurance products.

Edward Madden is a financial advisor with Eagle Strategies (NY Life) in Ruston, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Eagle Strategies since 2022 and maintains roles with Elm Financial and New York Life Insurance Company, where he has been affiliated for over two decades. Outside of his advisory work, Madden serves as a board member and range officer for the Ruston Gun Club and chairs the Administrative Council and Executive Committee at Trinity Methodist Church. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Jonathan Blount is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones. Outside of finance, Blount is involved in music as a teacher and performer with his band Jukebox BOOMers and owns a ministry business in Ruston, LA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and planning services, utilizing model portfolios and research from multiple sources to support diversified and tactical investment strategies.

Bobby Conville Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 34 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. In addition to his advisory role, he serves as a notary public in Lincoln Parish, Louisiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

William Mc Culloch is a financial advisor at Edward Jones in Ruston, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Mc Culloch serves as a board member of Kiwanis of Ruston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.