Advisors at this firm
Roderick W
Series 63, Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Roderick Williams is a financial advisor at HMV Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HMV Wealth Advisors since 2018, with prior experience at Heard, McElroy & Vestal LLC and PFS Investments Inc. Outside of advisory work, Mr. Williams serves as a tax manager at an accounting firm and is trustee of a family children's trust. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a broadly diversified, passive investment approach grounded in modern portfolio theory and integrates tax and retirement-plan support through its affiliation with an accounting firm.
Nicole K
Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Nicole Karamales is a financial advisor at HMV Wealth Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at HMV Wealth Advisors since 2021. Additionally, she serves as an administrative assistant at the accounting firm Heard, McElroy & Vestal, LLC, dedicating several hours monthly during trading hours. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a broadly diversified, passive asset-class investment approach and integrates tax, accounting, and retirement-plan support through its affiliation with Heard, McElroy & Vestal, LLC.
Christopher E
PFS™, Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Christopher Eldredge is a financial advisor at HMV Wealth Advisors, LLC with 2 years of industry experience. He holds the PFS™ designation and Series 65 license. Eldredge also serves as a tax manager at the CPA firm Heard, McElroy & Vestal, LLC, where he provides tax compliance and consulting services. Additionally, he is involved in family and energy investment entities formed with relatives and friends. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a modern portfolio theory approach, emphasizing broadly diversified, passive asset-class strategies, and integrates tax, accounting, and retirement-plan support through its affiliation with Heard, McElroy & Vestal, LLC.
