Clarksdale, MS Office

Gerald Smith Jr. is a CFP® professional with 28 years of industry experience. He has been with Barnes Pettey Financial Advisors, LLC since 2006 and previously worked at Raymond James Financial Services, Inc. for 29 years. In addition to his advisory role, he is a licensed independent life insurance agent specializing in accident and health, life, variable life, and variable annuity products. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and builds customized portfolios using a variety of investment strategies and instruments tailored to each client’s objectives, risk tolerance, tax situation, and liquidity needs.

Holmes Pettey is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Barnes Pettey since 2007 and previously worked at PARK Media and Raymond James Financial Services. Outside of his advisory work, he is a business partner at JPW Aviation and serves as president of the Winter Colony HOA board in a volunteer capacity. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a client-specific approach using both fundamental and technical analysis and offers a broad investment universe that includes mutual funds, equities, bonds, alternative funds, and external manager selections.

Richard Devoe is a financial advisor at Barnes Pettey Financial Advisors, LLC with 27 years of industry experience. He holds the CFP® designation and has worked with firms including Raymond James Financial Services and Security Holdings, LLC. Devoe is also CEO and partner of Devoe Carr, PLLC, an accounting firm. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and employs a client-specific approach using a broad range of investments and strategies.

Daniel Myrick is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc., Barnes Pettey Financial Advisor, LLC, the Reclaimed Project, and the Quitman County School District. He is also a licensed independent life insurance agent. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and tailors portfolios based on client objectives, risk tolerance, tax considerations, and liquidity needs, utilizing a wide range of investment products and strategies.

Julie Flowers is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation and 19 years of industry experience. She has worked at Barnes Pettey since 2006 and was previously with Raymond James Financial Services, Inc. for 18 years. Outside of financial advising, she is a non-active partner in several agricultural and farming businesses with her spouse. Barnes Pettey Financial Advisors, LLC provides investment management, personalized financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and builds client portfolios using a client-specific approach that incorporates fundamental and technical analysis and a wide range of investment options.