Top financial advisors working with executives 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.

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.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.