Advisors at this firm
Joseph P
CFP®, Series 66
Covington, LA
Advocacy Financial LLC
Joseph Prisco Jr. is a CFP® professional with 20 years of experience, currently serving at Advocacy Financial LLC in Covington, LA. He has previously worked with Purshe Kaplan Sterling Investments and Securities America, Inc., among other firms. In addition to his financial advisory role, Prisco is a licensed attorney and serves on the board of a local recreational district. Advocacy Financial LLC serves individual clients, including high-net-worth individuals, as well as trusts, estates, business entities, and retirement plans. The firm provides financial planning, investment management, consulting, and ERISA 3(21) fiduciary services, offering customized portfolios that emphasize asset allocation, tax efficiency, and periodic rebalancing while integrating legal and insurance services.
Nicholas B
CFP®, Series 66
Covington, LA
Advocacy Financial LLC
Nicholas Bowers is a CFP® with 10 years of industry experience, currently serving as an advisor at Advocacy Financial LLC in Covington, LA. He has held roles at firms including Innealta Capital, LLC, Northern Lights Distributors, LLC, AFAM Capital, Inc., DFA Securities LLC, and Dimensional Fund Advisors LP. Outside of his advisory work, he is engaged as a Director of Business Strategy at Innealta Capital, LLC, providing strategic sales and marketing guidance. Advocacy Financial LLC serves individual clients—including high-net-worth individuals—as well as trusts, estates, business entities, pension plans, and charitable organizations. The firm offers financial planning, investment management, and ERISA 3(21) fiduciary services, employing customized portfolios based on asset allocation and diversification principles, and integrates legal and insurance services through affiliated professionals.
