Ridgeland, MS Highland Colony Parkway Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

3

Of 1,035 advisors across 255 offices

Location

1020 Highland Colony Parkway, Suite 803

Ridgeland MS 39157

Advisors at this office

3

Advisors at this office

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Matthew T

CFP®, Series 65

Ridgeland, MS

Focus Partners Wealth, LLC

Matthew Teel is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and BancorpSouth Bank. He also has experience at Mississippi State University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Stan P

CFP®, Series 66

Ridgeland, MS

Focus Partners Wealth, LLC

Stan Purvis is a CFP® with 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and Horne Wealth Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Randall M

CFP®, Series 66

Ridgeland, MS

Focus Partners Wealth, LLC

Randall Monaghan is a CFP® professional with 10 years of experience in financial advisory services. He is currently with Focus Partners Wealth, LLC and has held prior roles at Buckingham Strategic Wealth, BancorpSouth, Infinex Investments, Stifel Nicolaus & Co Inc, and Morgan Stanley. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy that integrates fundamental and quantitative analysis alongside third-party managers and offers a wide range of wealth management and advisory services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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