Top financial advisors working with retirees in Shreveport, 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.
Planning for retirement income and healthcare costs becomes critical once you stop working, especially if you live in an area prone to hurricanes like Shreveport. A common mistake is underestimating the impact of insurance needs and storm-related risks on your financial security.
- Insurance and storm-risk planning. Confirm how they incorporate local hurricane exposure into your insurance and emergency fund strategies.
- Income sustainability. Ask how they balance withdrawals to keep your savings lasting through retirement.
- Healthcare cost forecasting. Look for advisors who model long-term medical expenses, including potential assisted living or memory care.
- Social Security timing. Discuss when to claim benefits to maximize your lifetime income, considering your personal health and financial situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy F
Series 63
Shreveport, LA
Eagle Strategies (NY Life)
Timothy Fitzgerald specializes in retirement income strategy and annuities, making him well-equipped to address retirees' needs in Shreveport, including managing income sustainability and healthcare cost forecasting. With over 40 years of experience at a large firm like Eagle Strategies (New York Life), he offers flexible fee structures such as hourly rates and subscription agreements, distinguishing him from advisors with less extensive backgrounds or narrower service options.
Experience: 41 years
Avg account: $235,446
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John W
CFP®, Series 63, Series 65
Shreveport, LA
Momentum Independent Network Inc.
John Wilburn specializes in retirement income strategy and wealth management, making him well-suited to address retirees' needs in Shreveport, including planning for hurricane-related risks. With 40 years of experience and CFP® certification, he offers flat-fee and hourly financial planning through Momentum Independent Network, which serves a broad client base with diverse investment programs and third-party management.
Experience: 40 years
Avg account: $553,086
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Karen L
CFP®, Series 63, Series 65
Shreveport, LA
LPL Financial
Karen Lemmons Silva's extensive 31 years of experience and CFP® certification equip her to address retirees' needs in Shreveport, including retirement income and healthcare cost planning. Affiliated with LPL Financial, a large firm offering diverse advisory services, she provides flat-fee financial planning and has expertise in wealth management and tax-loss harvesting, distinguishing her from other advisors in the area.
Experience: 31 years
Avg account: $399,489
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Robert B
Series 63
Shreveport, LA
Cetera
Robert Brubaker II's 28 years of experience and Series 63 designation equip him to address retirement income and healthcare cost planning for retirees in Shreveport, LA. Operating within Cetera, a large firm offering diverse portfolio management and fiduciary services, he provides flat-fee and hourly consulting options, distinguishing him from advisors with solely asset-based fees.
Experience: 29 years
Avg account: $306,089
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Benjamin W
Series 66
Shreveport, LA
Edward Jones
Benjamin Williams specializes in wealth management and tax-loss harvesting, making him well-equipped to address retirement income and healthcare cost planning for retirees in Shreveport, LA. His 14 years of experience at Edward Jones, a large full-service firm with a broad client base, provide access to diverse investment strategies and support, distinguishing him from advisors at smaller firms or with narrower specialties.
Experience: 14 years
Avg account: $246,728
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John M
CFP®, Series 66
Shreveport, LA
Newedge Advisors
John Mitchell is a CFP® professional with 16 years of industry experience, currently affiliated with NewEdge Advisors. His career includes roles at LPL Financial, infinex Investments, and iBeria Financial Services. Mitchell also operates JMO Consulting LLC, a business entity for tax and investment purposes. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology-driven tools to support clients and advisers.
Bryan H
Series 63, Series 65
Shreveport, LA
Ameriprise
Bryan Hildebrand is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 26 years before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning using a combination of proprietary research, third-party data, and algorithmic tools.
John W
CFP®, Series 63, Series 65
Shreveport, LA
Momentum Independent Network Inc.
John Wilburn is a CFP® professional with 40 years of industry experience, currently serving at Momentum Independent Network Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Shreveport, LA. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm employs a platform model with third-party managers and Envestnet for investment advice and account management, offering a range of programs such as managed accounts, financial planning, and retirement plan consulting.
Karen L
CFP®, Series 63, Series 65
Shreveport, LA
LPL Financial
Karen Lemmons Silva is a CFP® professional with 31 years of industry experience. She is currently with LPL Financial and has prior experience at SagePoint Financial, Morgan Stanley, and Merrill. Outside of her advisory work, she teaches yoga at Club4Fitness in Shreveport, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing various portfolio strategies and advisor-support tools.
Benjamin W
Series 66
Shreveport, LA
Edward Jones
Benjamin Williams is a financial advisor with Edward Jones in Shreveport, LA, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.
Wesley P
Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.
Hassan A
Series 63, Series 65
Rockville, MD
LPL Financial
Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.
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