Top financial advisors in Slidell, 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 live in Slidell, LA, and face financial decisions affected by hurricane risks, you need advisors who understand how to protect your assets from storm damage. Without this expertise, you might overlook insurance gaps or fail to plan for disaster-related expenses.
- Insurance and storm-risk planning. Confirm how they assess your coverage against local hurricane threats and recommend adjustments.
- Disaster recovery strategies. Ask how they help clients prepare financially for potential storm impacts beyond insurance.
- Local market knowledge. Advisors familiar with Slidell's economic and environmental factors can tailor plans to your community's realities.
- Long-term resilience focus. Look for advisors who integrate storm risk into your broader financial goals, not just immediate protection.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dawn P
Series 63, Series 65
Slidell, LA
Thrivent Investment Management
Dawn Pope's experience with Thrivent Investment Management in Slidell, LA, equips her to address financial needs influenced by hurricane risks, especially through dedicated planning services tailored for individuals and businesses. Her background includes business ownership considerations and access to holistic, goal-based analyses, distinguishing her within a large firm that offers consolidated billing and managed-account options.
Experience: 6 years
Avg account: $162,801
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Justin L
Series 66
Slidell, LA
J.P. Morgan Securities
Justin Ledbetter, based in Slidell, LA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With nine years of experience and a Series 66 designation, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking comprehensive institutional resources alongside personalized advice.
Experience: 10 years
Avg account: $318,381
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Amber A
Series 65, Series 63
Slidell, LA
Lincoln Investment
Amber Andre's decade of experience in Slidell, LA, and her role at Capital Analysts equip her to address financial challenges related to hurricane risks, leveraging the firm's quantitative investment process and in-house research team. Compared to others, she offers a low 0.15% AUM fee or $200 minimum annually and serves a broad client base including individuals and institutions, providing both discretionary and non-discretionary managed programs.
Experience: 11 years
Avg account: $157,266
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Todd M
CFP®, Series 63
Slidell, LA
CWM, LLC
Todd Melerine's 26 years of experience and CFP® certification equip him to address financial challenges in Slidell, including hurricane-related risks. Affiliated with CWM, LLC, a large firm serving diverse clients with asset management and retirement consulting, he offers flat-fee financial planning and integrates tax-loss harvesting and sustainable investing strategies, distinguishing him from other local advisors.
Experience: 26 years
Avg account: $875,860
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William P
CFP®, CFA®, Series 63
Slidell, LA
Edward Jones
William Petersen III brings 25 years of experience and holds CFP® and CFA® designations, making him well-equipped to address financial challenges related to hurricane risks in Slidell, LA. As part of Edward Jones, a large full-service wealth management firm with over $1 trillion in assets and a broad advisory network, he offers comprehensive wealth management and tax-loss harvesting services with an annual fee up to 1.35%, distinguishing him from other local advisors.
Experience: 25 years
Avg account: $246,728
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