Metairie, LA Office

Team
Updated today

Client AUM

$49,276,912,013

Clients

127,213

Advisors

5

Of 455 advisors across 247 offices

Location

2800 Veterans Memorial Blvd, Ste 170

Metairie LA 70005

Advisors at this office

5

Advisors at this office

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Hailey M

Series 65

Metairie, LA

AE Wealth Management, LLC

Hailey Melerine is a Series 65-licensed advisor with AE Wealth Management, LLC, bringing one year of industry experience. Her prior roles include positions at Gregory Ricks & Associates Inc. and Riverlands Insurance, and she has experience working at the University of New Orleans and Coconut Beach Volleyball Complex. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Dexton T

Series 65

Metairie, LA

AE Wealth Management, LLC

Dexton Thibodeaux is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Jubans and J Alexandera. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion across more than 127,000 clients, utilizing model portfolio and direct asset management programs with a focus on standardized model and platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Luke M

CFP®, Series 66

Metairie, LA

AE Wealth Management, LLC

Luke Malter is a CFP®-certified financial advisor with five years of industry experience, currently with AE Wealth Management, LLC. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Gregory Ricks & Associates. Outside of his advisory work, he is the CEO and founder of 2 Ply on the Fly, a portable two-ply toilet paper brand, and serves as a presenter for AFEA. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a platform approach, managing approximately $49.8 billion for over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Lance M

Series 65

Metairie, LA

AE Wealth Management, LLC

Lance Malter is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked at Deloitte & Touche, LLP from 2020 to 2024 and has experience in disaster recovery consulting as an independent contractor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting clients through standardized model and platform services at a large scale.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Gregory R

Series 65

Metaire, LA

AE Wealth Management, LLC

Gregory Ricks is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in marketing through Down South Strategies, Inc. and is the author of a book available on Amazon, with all revenue directed to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical analysis within a platform-focused approach that serves over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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