Stokes Family Office LLC

Daniel Mc Mullen Jr. is a financial advisor at Stokes Family Office LLC with a Series 65 designation and one year of industry experience. He previously worked at Hall Capital Partners from 2019 to 2024 and held roles at Brighter Super and Gallo Mechanical. Stokes Family Office serves high-net-worth individuals, families, senior executives, business owners, trusts, estates, and retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm manages approximately $3.35 billion in discretionary assets and employs a long-term, asset-allocation driven investment approach with customized portfolios that may include mutual funds, ETFs, separate account managers, and private placements.

Daniel Becker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stokes Family Office LLC. His prior roles include positions at Strata Wealth Advisors, Mutual Securities, Lincoln Financial Advisors Corporation, and Red Oak Financial Group. He also operates as an independent insurance agent in Dallas, TX. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach and utilizes third-party model portfolios and analytics, managing approximately $2.475 billion in discretionary assets as of December 31, 2024.

Eric Sorenson is a financial advisor with Stokes Family Office LLC in New Orleans, LA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Cetera, Hancock Whitney Bank, and Chase Investment Services Corp. Outside of his advisory work, he is the president and owner of Frontier Entertainment LLC, a literary arts venture focused on marketing a book he has written. Stokes Family Office serves high-net-worth individuals, families, senior executives, business owners, trusts, estates, and retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm manages approximately $3.35 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach tailored to client risk tolerance and liquidity needs.

David Stokes is a CFP® credentialed financial advisor with 42 years of industry experience. He is principal at Stokes Family Office LLC and has held leadership roles at firms including Purshe Kaplan Sterling Investments and Stokes & Hubbell Capital Management. Outside of his advisory work, he is involved in private investment holdings through Dave Greg Doug, L.L.C. Stokes Family Office serves high-net-worth individuals, families, senior executives, closely held business owners, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation driven investment approach utilizing mutual funds, ETFs, separate account managers, and private placements, managing approximately $2.475 billion in discretionary assets as of year-end 2024.

George Calhoun is a financial advisor at Stokes Family Office LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cbiz and Stinnett & Associates. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach and manages client portfolios on a discretionary basis, including advising on private placements for qualified investors.

Frederick Rau III is a financial advisor at Stokes Family Office LLC with five years of industry experience. He holds a Series 65 designation and previously worked nine years at LPL Financial LLC. Rau also spent nine years at Louisiana State University. Stokes Family Office serves high-net-worth individuals, families, senior executives, closely held business owners, trusts, estates, and retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm manages approximately $3.35 billion in discretionary assets and employs a long-term, asset-allocation driven investment approach with customized portfolio construction.

Charles Tiblier II is a CFP® professional with seven years of industry experience, currently serving at Stokes Family Office LLC. His prior roles include positions at Hancock Whitney Bank and Hancock Whitney Investment Services, as well as involvement with Finra. He is also the COO of Stokes Insurance, LLC. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm manages discretionary portfolios employing a long-term, asset-allocation driven approach that includes mutual funds, ETFs, separate account managers, and private placements.

Devin Brieske is a CFP® professional with six years at Stokes Family Office LLC and a total of three years in the financial services industry. Prior to joining Stokes Family Office, he worked for four years at Marriott Vacation Club. He is based in New Orleans, LA. Stokes Family Office serves high-net-worth individuals, families, senior executives, business owners, trusts, estates, and retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm manages approximately $3.35 billion in discretionary assets and offers customized, asset-allocation driven investment strategies, combining a family office platform with institutional retirement plan services.

Aimee Charrier is a financial advisor with Stokes Family Office LLC in New Orleans, LA, holding 16 years of industry experience. Her prior work includes ten years at Hancock Investment Services, Inc. and Hancock Bank, followed by a brief tenure at Cetera before joining Stokes Family Office in 2022. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm uses a long-term, asset-allocation-driven investment approach and manages client portfolios on a discretionary basis, including advising on private placements for qualified or accredited investors.

Hannah Tucker is a CFP® with four years of industry experience, currently serving at Stokes Family Office LLC. Prior to joining Stokes Family Office, she worked at Montz Harcus Wealth Management and has held positions in both advisory and accounting roles. Stokes Family Office serves high-net-worth individuals, families, and institutional clients by providing wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach with customized portfolios and offers services including investment management, financial planning, and private placement advisory.

Patrick Mckay is a CFP® professional with 15 years of experience in financial advising. He is currently with Stokes Family Office LLC and previously worked at Ladenburg Thalmann & Co. Inc. for nine years. Patrick’s background includes roles at Stokes Asset Management, LLC, where he worked for three years. Stokes Family Office serves high-net-worth individuals, families, senior executives, business owners, trusts, estates, and retirement plans, managing approximately $3.35 billion in discretionary assets. The firm’s investment approach is long-term and asset-allocation driven, offering customized portfolio construction and a combination of family office and institutional retirement plan services.

Gregory Stokes is a CFP® with 13 years of experience in the financial industry. He is currently with Stokes Family Office LLC in New Orleans, LA, where he has worked since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stokes and Hubbell Capital Management LLC. Outside of his advisory work, he is involved in private investment holdings through Dave Greg Doug, L.L.C. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm manages discretionary client portfolios using a long-term, asset-allocation approach and incorporates mutual funds, ETFs, separate account managers, and private placements.

Douglas Stokes is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is the principal of Stokes Family Office LLC in New Orleans, where he has worked since 2019. His prior experience includes roles at Stokes & Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he manages private investment holdings through Dave Greg Doug, L.L.C. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm manages client portfolios on a discretionary basis and advises on private placements, using a long-term, asset-allocation driven investment approach supported by third-party model portfolios and portfolio analytics.