Advisors at this firm
Matthew G
Series 63, Series 66
Covington, LA
Pelican Advisory LLC
Matthew Greene is a financial advisor with Pelican Advisory LLC in Covington, Louisiana. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Pelican Advisory, he worked at LPL Financial LLC. He serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory LLC provides discretionary investment management and financial planning primarily for families with at least $1 million in assets, as well as business owners, high-net-worth individuals, pension plans, and certain insurance company clients. The firm uses a team-led approach and customizes portfolios using third-party risk tools, managing them on a discretionary basis with an emphasis on ETFs to manage costs and tax impact.
Gabriel M
Series 66
Covington, LA
Pelican Advisory LLC
Gabriel Martin is a financial advisor at Pelican Advisory LLC with a Series 66 designation and two years of industry experience. He has previously worked at LPL Financial LLC and Pelican Family Office, LLC. Outside of his advisory role, he works as a professional tennis instructor. Pelican Advisory LLC provides discretionary investment management and financial planning primarily for families with at least $1 million in assets, as well as business owners, high-net-worth individuals, pension plans, and certain insurance company clients. The firm uses a team-led approach and customizes portfolios using a third-party risk tool, managing investments on a discretionary basis with a preference for ETFs to manage costs and tax impact.
Jack B
Series 63, Series 65
Covington, LA
Pelican Advisory LLC
Jack Branch is a financial advisor at Pelican Advisory LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple business activities, including ownership of an insurance agency and management of aviation-related ventures. Branch has worked with Pelican Family Office since 2024 and has long-term experience with Branch Wealth Strategies and other financial services firms. Pelican Advisory LLC provides discretionary investment management and financial planning primarily for families with at least $1 million in assets, as well as business owners and high-net-worth individuals. The firm employs a team-led approach with customized portfolios managed on a discretionary basis, emphasizing collaboration with outside professionals to address comprehensive planning needs.
