Top charitable giving & philanthropy financial advisors in Slidell, LA

Dawn Pope is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 designations. Outside of her advisory role, she performs as a background vocalist during worship services several Sundays each month. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without portfolio management. The firm emphasizes holistic, goal-based analyses and provides clients with separate planning and managed-account options under a consolidated billing program called WealthPlan.

Justin Ledbetter is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at various J.P. Morgan entities since 2018, following two years at Capital One Investing, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Amber Andre is a financial advisor with Lincoln Investment in Slidell, Louisiana, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at Lincoln Investment since 2015 and is also affiliated with the Sabadie Group since 2014. Outside of her advisory role, she is a member of the Slidell Kiwanis Club and coaches youth volleyball. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through advisor- and firm-managed models, and access to third-party managers, with a focus on serving educators and participants in 403(b) and 457(b) plans.

Todd Melerine is a CFP® professional with 26 years of experience in financial advisory services. He is affiliated with Carson Wealth and has previously worked with firms including Cetera Wealth Services and LPL Financial. In addition to his advisory roles, he owns a tax and accounting business focusing on tax planning and CPA services. Carson Wealth is an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that utilizes both fundamental and technical analysis to construct model portfolios and offers tailored investment solutions.

William Petersen III is a CFP® and CFA® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He formed an LLC in 2014 related to a land and building purchase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and proprietary mutual funds.

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.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.