BankPlus Wealth Advisors

Spencer Pipitone is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with BankPlus and BankPlus Wealth Advisors since 2018 and previously worked at CSpire from 2016 to 2018. Pipitone serves on the boards of the Boys and Girls Club of Central Mississippi, the Phoenix Club of Jackson, and the CFA Society of Mississippi. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm’s approach includes customized portfolios supported by in-house fundamental research and a thematic, bottom-up investment process focusing on high-quality companies and thoroughly researched bonds for long-term holdings.

Julia Ott is a financial advisor at BankPlus Wealth Advisors in Jackson, Mississippi, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with BankPlus and its wealth management division since 2013. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management services to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach focused on fundamental research to select high-quality equities and bonds, managing approximately $263.8 million for about 633 client relationships.

Patti Daly is a financial advisor with BankPlus Wealth Advisors in Jackson, MS, holding a Series 65 credential and six years of industry experience. She has been with BankPlus and its wealth advisory team since 2012. BankPlus Wealth Management provides discretionary and non-discretionary investment management services to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach based on in-house fundamental research and offers customized portfolios alongside internally managed model portfolios.

Andrew Hoeniges is a CFA® charterholder with six years of industry experience. He has worked at BankPlus Wealth Advisors since 2019 and previously was employed at PERS of Mississippi and Guaranty Bank & Trust. He serves as the Treasurer for the CFA Society of Mississippi, providing monthly bookkeeping services. BankPlus Wealth Advisors manages discretionary and non-discretionary investment portfolios for individuals, families, corporations, foundations, and endowments. The firm emphasizes fundamental research and a bottom-up investment approach, offering customized portfolios alongside internally managed model portfolios.

Zachary Israel is a financial advisor at BankPlus Wealth Advisors in Jackson, Mississippi, holding a Series 65 designation with one year of industry experience. His prior work includes positions at New York Life Insurance Company and BRG Restaurant Group. BankPlus Wealth Advisors manages discretionary and non-discretionary portfolios for individuals, families, corporations, foundations, and endowments, focusing on customized investments in equities, mutual funds, ETFs, fixed income, and cash equivalents. The firm emphasizes in-house fundamental research and a thematic, bottom-up approach to identify high-quality companies and bonds for long-term holdings.

Maeve Beard is a financial advisor at BankPlus Wealth Advisors in Jackson, MS, holding a Series 66 designation with nine years of industry experience. She has worked at BankPlus and BankPlus Wealth Advisors since 2021 and previously spent eleven years at Pinnacle Trust. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages approximately $263.8 million through customized portfolios and model strategies, using a thematic, bottom-up investment approach focused on fundamental research and long-term holdings.

Matthew La Rochelle is a financial advisor with BankPlus Wealth Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining BankPlus Wealth Advisors, he worked with First Command Insurance Services and served one year in the Department of the Air Force. He is also a Maritime Enforcement Specialist in the United States Coast Guard Reserve. BankPlus Wealth Advisors manages approximately $263.8 million for individuals, families, corporations, and endowments through customized portfolios and risk-based model strategies. The firm employs an in-house fundamental research process focused on high-quality equities and bonds for long-term holdings, serving predominantly long-standing, multi-generational client relationships.

Frank Smith III is a financial advisor with BankPlus Wealth Advisors in Mobile, Alabama, holding eight years of industry experience. He previously worked at Wilkins Miller Wealth Management and Wilkins Miller LLC, serving clients for a total of eleven years before joining BankPlus Wealth Advisors. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages approximately $263.8 million across about 633 client relationships, employing a thematic, bottom-up investment approach that incorporates in-house fundamental research and emphasizes long-term holdings.

Earl Laird III is a financial advisor at BankPlus Wealth Advisors in Jackson, MS, holding a Series 66 designation with 11 years of industry experience. He has been with BankPlus Wealth Advisors since 2020 and previously worked at LPL Financial from 2015 to 2020. Laird has also maintained a role at BankPlus since 2015. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments, managing approximately $263.8 million across about 633 client relationships. The firm employs a thematic, bottom-up investment approach based on in-house fundamental research and offers both model portfolios and customized solutions aligned with client objectives and risk tolerance.

Nathan Lucas is a financial advisor at BankPlus Wealth Advisors with 13 years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial before joining BankPlus Wealth Advisors in 2020. Nathan has been associated with BankPlus since 2012. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach focused on fundamental research and manages customized portfolios emphasizing long-term holdings.

Tony Edwards is a financial advisor at BankPlus Wealth Advisors in Jackson, MS, holding the CFA® and PFS™ designations with 14 years of industry experience. He has been with BankPlus since 2002 and joined the wealth advisory team in 2014. Outside of his advisory role, Edwards serves as treasurer for the Chaine De Rotisseurs, a fraternal organization. BankPlus Wealth Advisors manages discretionary and non-discretionary portfolios for individuals, families, corporations, foundations, and endowments, focusing on customized equity, fixed income, and multi-asset strategies through a thematic, bottom-up investment approach. The firm emphasizes long-term holdings, internal portfolio management, and regular client reviews.

Jeffrey Lohmeier is a financial advisor at BankPlus Wealth Advisors with 23 years of industry experience. He holds a Series 66 credential and has worked at BankPlus since 2003, including a 13-year tenure at LPL Financial prior to joining BankPlus Wealth Advisors in 2020. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages customized portfolios, emphasizing in-house fundamental research and a thematic, bottom-up investment approach focused on high-quality companies and thoroughly researched bonds for long-term holdings.

James Clark is a CFP® and CFA® with 15 years of industry experience, currently serving at BankPlus Wealth Advisors in Jackson, MS. He has worked at BankPlus since 2006 and held roles at AmSouth Asset Management and Amsouth Investment Management Company prior to that. Outside of his advisory work, Clark serves as a member of the Board of Managers for Airport Park LLC and Airport Park III LLC, real estate investment partnerships in Jackson. BankPlus Wealth Advisors manages discretionary and non-discretionary portfolios for individuals, families, corporations, foundations, and endowments, focusing on customized investment solutions through in-house fundamental research and a bottom-up approach to equities and fixed income. The firm manages approximately $263.8 million across about 633 client relationships and is affiliated with BankPlus, a state banking corporation.

Matthew Herrington is a financial advisor at BankPlus Wealth Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked with Raymond James and PriorityOne Bank. Herrington has also served as a financial advisor in training at PriorityOne Financial Services. BankPlus Wealth Advisors manages approximately $263.8 million across 633 client relationships, offering discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach focused on high-quality companies and bonds, with both model and customized portfolios tailored to client objectives and risk tolerance.

Randall Monaghan is a CFP® professional with 10 years of industry experience, currently with BankPlus Wealth Advisors. His career includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, BancorpSouth, Infinex Investments, Stifel Nicolaus, and Morgan Stanley. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm’s approach involves in-house fundamental research and thematic, bottom-up selection of equities and bonds, managing customized and model portfolios tailored to client objectives.