Ridgeland, MS Woodlands Parkway Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,910 advisors across 510 offices

Location

795 Woodlands Parkway, Suite 106

Ridgeland MS 39157

Advisors at this office

2

Advisors at this office

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Patrick T

Series 63, Series 66

Ridgeland, MS

Guardian Life

Patrick Thomas is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Primerica Advisors since 2013 and concurrently at Guardian Life Insurance Co of America since 2012. Thomas is also a principal at Stockett & Thomas Agency LLP, a diversified insurance and employee benefits firm he has been involved with since 2003. In addition to his financial services work, he is involved with Peeler Farms, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a variety of proprietary and third-party investment strategies supported by an integrated operating model.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Marvin S

CFP®, Series 63, Series 66

Ridgeland, MS

Guardian Life

Marvin Stockett is a Certified Financial Planner® with 22 years of industry experience, currently serving at Primerica Advisors since 2013. He has also been affiliated with Guardian Life Insurance Co of America since 2012 and co-manages Stockett and Thomas Agency LLP, a diversified insurance and employee benefits firm. Marvin holds a Certified Public Accountant license in Mississippi, though he does not practice public accounting, and is involved in managing a family timber farm through a limited partnership. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs, utilizing an integrated operating model with approximately $15 billion in regulatory assets under management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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