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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Louisiana involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Louisiana?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Louisiana to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Louisiana financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Louisiana

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Olivier Group, LLC

Olivier Group

4609 Bluebonnet Blvd.
Suite A

Baton Rouge, LA 70809

225-757-9484

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Brian Low

Brian Low Financial Group

8414 Bluebonnet Blvd.
Suite 100

Baton Rouge, LA 70810

225-292-4225

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Brian Low

Brian Low Financial Group

8414 Bluebonnet Blvd.
Suite 100

Baton Rouge, LA 70810

225-292-4225

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Craig Thompson

Assets Solutions

4400-A Ambassador Caffery Pkwy., #318

Lafayette, LA 70508

619-709-0066

List of Additional Financial Advisors in Louisiana*

* Additional advisor listing is provided in partnership with Yext

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Altus Wealth Management, LLC

4208 Bluebonnet Blvd.

Baton Rouge, LA 70809
225-201-9300

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Allstate Personal Financial Representative: K. Darren Ford

2209 Justice St
Ste B

Monroe, LA 71201
318-323-5066

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Broussard-Kelly Financial Group

106 Oil Center Drive
Suite 250

Lafayette, LA 70503
337-266-5574

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Christopher Murphy - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Blake Culpepper - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2734

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Blackwell Money Management

2900 Westfork Drive
Suite 401

Baton Rouge, LA 70827
737-825-3536

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Jennifer Slimmer - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1111

Metairie, LA 70001
504-837-6541

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Joseph Brown - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
225-215-3200

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First Command Financial Advisor - Amy Johnson

1389 Entrance Rd
Suite F

Leesville, LA 71446
337-537-1980

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Chad Boisseau - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Apex Capital Management, Llc

701 Robley Dr.
Suite 200

Lafayette, LA 70503
337-984-7433

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Allstate Personal Financial Representative: James Dickerson

6473 Highway 44
Ste 117

Gonzales, LA 70737
225-588-5043

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Robert C. Foard - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2521

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Jeanine Cazaubon - Ameriprise Financial Services, LLC

645 Lotus Dr N
Ste B

Mandeville, LA 70471
985-626-7526

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Tom Waguespack - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-325-8909

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uBreakiFix

640 Arlington Creek Center Boulevard
Building 2 Suite B

Baton Rouge, LA 70820
225-900-7717

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Goudeau Wealth Planning Group - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1111

Metairie, LA 70001
504-837-6541

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Edward Jones - Financial Advisor: Spencer S Smith

37283 Swamp Rd
Suite 101

Prairieville, LA 70769
225-677-8117

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Morgan Stanley Financial Advisors

333 Texas Street, 9th
Floor

Shreveport, LA 71101
318-227-1616

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Lacy Foreman Labbe, AAMS - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6010

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Kevin Cook, CPWA, CRPS, AAMS - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6012

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Shawna Elaine Prejean - UBS Financial Services Inc.

201 Settlers Trace Blvd.
Suite 3004

Lafayette, LA 70508
337-593-3603

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Charles Terrebonne II - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6916

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Allstate Personal Financial Representative: Rosie Ricks Knop

6226 Jefferson Hwy
Ste E

Harahan, LA 70123
504-322-0356

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Lafayette, LA Branch Office - UBS Financial Services Inc.

900 East St. Mary Blvd
Suite 109

Lafayette, LA 70503
337-234-5600

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JPJ Investments

3201 Dee Street

Shreveport, LA 71105
318-222-8999

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Darnall Sikes Wealth Partners LLC - New Iberia

1101 East Admiral Doyle Drive,
Suite 106

New Iberia, LA 70560
337-359-4379

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Beth Colón - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9646

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Window World of Northwest LA

5903 East Texas Street

Bossier City, LA 71111
318-742-9011

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Bentley Harvey III - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6943

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Goosehead Insurance - John Snyder

204 Fairlane Drive

Lafayette, LA 70507
337-347-7057

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Rufus Cressend - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
504-889-1704

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LA-Terre Insurance Agency LLC

6652 W. Park Avenue

Houma, LA 70364
985-868-2427

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Jay Rousseau - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3110

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Kyle Carpenter - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3910

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Devin Ladner - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6916

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Matt Edwards - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
225-442-3800

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Hibernia Wealth Management

6700 Jefferson Highway
Building 4, Suite B

Baton Rouge, LA 70806
225-778-7971

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Chad Courtois, New York Life

400 East Kaliste Saloom
Ste 5100

Lafayette, LA 70508
337-261-9863

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Regatta Research & Money Management LLC

6620 Riverside Drive
Suite 207

Metairie, LA 70003
800-932-0017

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Magnolia Wealth Strategies

102 Versailles Boulevard
Suite 808

Lafayette, LA 70501
337-254-3103

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Shauna L. Soper, LUTCF

2431 S. Acadian Thruway
Suite 350

Baton Rouge, LA 70810
225-709-6256

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Titan Value Equities Group

135 Cocoville Road

Marksville, LA 71351
318-253-8805

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Destiny Investments

1 Galleria Blvd.
Ste 1900

Metairie, LA 70001
504-832-2117

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Harbor Wealth Management

200 Gause Boulevard
Suite 3

Slidell, LA 70458
985-605-7185

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Terrebonne Wealth Management Group - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6916

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Delahaye & Associates Insurance & Financial Services

7916 Wrenwood Blvd
Suite F

Baton Rouge, LA 70809
225-927-2437

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Susan Clark Smith, Hilltop Securities Independent Network

2001 Roselawn Ave

Monroe, LA 71201
318-325-0668

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Marrero Wealth

18816 Ferncrost

Baton Rouge, LA 70809
225-924-2794

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Drew Jardine - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2708

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James Evans - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
225-442-3800

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F. Matthew Carter - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7621

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William Robert Duncan Jr - Ameriprise Financial Services, LLC

4501 W Napoleon Ave
Ste 110

Metairie, LA 70001
504-887-9355

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Steve Taylor - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-379-7549

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Galiano Wealth Management Group

135 Hwy 3161

Cut Off, LA 70345
985-325-6500

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J Allen Hebert - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0032

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Allstate Personal Financial Representative: Ronald Camet

3525 N Causeway Blvd
Ste 617

Metairie, LA 70002
504-835-0446

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Charles Terrebonne - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6924

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RRDM | Wealth Management Partners

6421 Perkins Road
Building C, Suite B

Baton Rouge, LA 70808
225-456-5886

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Darnall Sikes Wealth Partners LLC - Lafayette

2000 Kaliste Saloom Road,
Suite 300

Lafayette, LA 70508
337-237-0112

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Gary Alfonso - Ameriprise Financial Services, LLC

3351 Severn Ave
Ste 104

Metairie, LA 70002
504-831-0515

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Kris Rougeou - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6909

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Beau J. Miller - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2503

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Cancienne-Tresca Wealth Management - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-584-5647

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Coastal Capital Advisors, LLC

1819 W Pinhook Road
Suite 215

Lafayette, LA 70508
337-443-9580

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Cross Financial Group

305 Church Street

Natchitoches, LA 71457
318-238-7700

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Paul Darrel Mascagni - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6925

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Lee Palmer - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
225-766-4059

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Kevin Murphy - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Live Oak Financial Group, LLC

7020 Higway 190 West
Service Road Suite A

Covington, LA 70433
985-624-8916

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Larry Yelverton - Ameriprise Financial Services, LLC

670 Albemarle Dr
Ste 401

Shreveport, LA 71106
318-212-2673

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VAN GEFFEN GROUP FINANCIAL, Inc

1338 Gause Boulevard
Suite #203

Slidell, LA 70458
985-847-1055

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Southern Wealth Strategies, LLC

206 Green Street
Suite 106

Thibodaux, LA 70301
985-492-2270

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Lewis Financial Group LC

8658 Business Park Drive
Suite 200

Shreveport, LA 71105
318-797-0447

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Jason Conway - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3995

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Mark McCrocklin - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Goss Wealth Management

6300 Corporate Boulevard
Suite 120

Baton Rouge, LA 70809
225-930-4677

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Holloway Investments

5615 Jackson Street
Ext. Building N

Alexandria, LA 71303
318-383-3700

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Penn Mutual South

301 Main Street
Suite 630

Baton Rouge, LA 70801
225-953-7657

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Saint Ann Wealth Strategists, LLC

594 Asbury Drive Suite E-2

Mandeville, LA 70471
985-231-9606

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Morgan Stanley Financial Advisors

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-868-5250

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LDFwealth Financial Group

4611 Bluebonnet Boulevard
Suite A

Baton Rouge, LA 70809
225-757-1177

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Chris King - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0021

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Heritage Wealth Management

6961 Highway 93

Arnaudville, LA 70512
337-352-1591

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Jeannine Granier - Ameriprise Financial Services, LLC

13919 River Rd
Ste 130

Luling, LA 70070
985-725-1900

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Walter L. Martin, Jr., MBA | New York Life

639 Loyola Ave.
Suite 1900

New Orleans, LA 70113
504-569-0764

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Thomas G. Lewis

1888 Hudson Circle
Suite 3

Monroe, LA 71201
318-582-2026

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Financial Partners of Louisiana

935 Camellia Boulevard
Suite 200

Lafayette, LA 70508
337-265-2500

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Cornerstone Financial Group, Inc.

213 North College Road

Lafayette, LA 70506
337-233-6066

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Solinsky Group

427 N Pine Street
Suite B

Deridder, LA 70634
337-462-3500

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Stine Financial

800 Ryan Street
Suite 200

Lake Charles, LA 70601
337-474-3434

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Macy Financial Services Inc

2002 False River Drive

New Roads, LA 70760
225-638-6051

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Cardinaux Wealth Advisors - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Ralph Leopold - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
504-322-2975

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Bruce Mulvey - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
337-477-8827

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Leonard Bernard - Ameriprise Financial Services, LLC

8200 Village Plaza Ct
Ste 3B

Baton Rouge, LA 70810
225-766-5665

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Allstate Personal Financial Representative: Albert Dabney

2385 Gause Blvd E
Ste 13

Slidell, LA 70461
985-649-9009

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First Command Financial Advisor - Luke Groninger

1325 Barksdale Blvd
Suite 207

Bossier City, LA 71111
318-746-3974

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David Cancienne, CRPC - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-584-5635

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Michael T Pfeffer - Ameriprise Financial Services, LLC

104 Campus Dr E
Ste 103

Destrehan, LA 70047
985-718-1200

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Sharon Martin - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Laura Adcock - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
225-766-4059

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Oliver Morgan Hall, Jr., CRPC - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-584-5685

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Ray Trosclair - Ameriprise Financial Services, LLC

37283 Swamp Rd
Ste 501

Prairieville, LA 70769
225-744-4482

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First Command Financial Advisor - Shannon Singleton

1325 Barksdale Blvd
Suite 207

Bossier City, LA 71111
318-746-3974

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Morgan Stanley Financial Advisors

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3900

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Troy Trahan - Ameriprise Financial Services, LLC

225 W Causeway Approach

Mandeville, LA 70448
985-612-7148

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Marguerite Claudia Knight - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-360-4044

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Gregory Fulcher - Ameriprise Financial Services, LLC

1124 S Burnside Ave
Ste 100B

Gonzales, LA 70737
225-644-5001

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The Kreeger Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9638

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Macy Savwoir - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3984

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Kamal Wadhwa - Ameriprise Financial Services, LLC

650 Poydras St
Ste 1417

New Orleans, LA 70130
504-299-3499

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Allstate Personal Financial Representative: Brady Watts

680 Robert Blvd

Slidell, LA 70458
985-649-9313

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Theresa Barnard - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
504-889-1704

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Pappalardo Insurance Agency

145 Robert E Lee Boulevard
Suite 202

New Orleans, LA 70124
504-486-7441

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Waterfront Wealth Management - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
504-889-1704

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Paul Treuting - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0030

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Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
337-216-9330

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Allstate Personal Financial Representative: Jerome Bourque

4007 W Congress St
Ste A

Lafayette, LA 70506
337-984-1990

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Patrick Shreve - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
225-215-3200

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Nathan Foret - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0026

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Bezou Financial Planning Group

422 Harrison Avenue

New Orleans, LA 70124
504-598-5388

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Robert Incaprera - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0043

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Kirk Trussell - Ameriprise Financial Services, LLC

664 Corporate Dr

Houma, LA 70360
985-853-0066

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The Vermilion Group - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2505

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Henry Chol - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-479-7601

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Belinda Lewis Batiste - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0045

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Steven Rice - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
337-477-1866

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Dito Patron - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0033

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Scott Potter - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7620

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Morgan Stanley Financial Advisors

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6900

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Morgan Stanley Financial Advisors

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3100

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The Manne Lejeune Team - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3122

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The Buise Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6908

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Mark Culbertson - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2512

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Sam Chol - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-479-7603

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Linda Malin, CFP - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6053

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The Hurtado Del Solar Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-325-8907

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The Parent/Jones Team - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9654

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The Loy Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3147

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John C. Ellis - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3949

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Morgan Stanley Financial Advisors

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-475-0191

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Russo Financial Group LLC

13441 Tiger Bend Rd.
Ste G

Baton Rouge, LA 70817
225-399-0550

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Allstate Personal Financial Representative: David Dixon

3711 Maplewood Dr

Sulphur, LA 70663
337-527-3658

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Allstate Personal Financial Representative: Victoria Dickerson

3524 Kaliste Saloom Rd
Ste 401

Lafayette, LA 70508
337-706-9110

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Powell Smith, Jr. - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7610

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Earl Keller III - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-595-5434

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John Gin - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
504-837-1402

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Greg Hildebrand - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0053

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Jeremy Starr - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0049

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Anita Stephens - Ameriprise Financial Services, LLC

2955 Ridgelake Dr
Ste 103

Metairie, LA 70002
504-837-7989

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First Command Financial Advisor - Chris Lee

1389 Entrance Rd
Suite F

Leesville, LA 71446
337-537-1980

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Gray L Goudeau - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1111

Metairie, LA 70001
504-837-6541

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Wendell Whetstone - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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The Kennedy Moran Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2690

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Fisher/Woodring Group - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6031

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Chris Mensi - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3142

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The Baron Baldwin Group - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2511

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The Lawrence Roddy Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9631

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Shaddock/Hanks/Garrison Team - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-475-0191

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John Gherardi, CFP, CPWA - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6015

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Mike Nichols - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3950

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André P. Fontenot - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2539

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The Katz Jacobs Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3902

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Nicole Fawley - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3120

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John Race - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3951

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The Red Stick Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3153

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The Blaise Ernst Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6900

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Camille E. Walther - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6977

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John Doumite - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-656-9558

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The Hudson Koppy Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3900

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The Nichols Frank Team - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3900

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Susan V Jackson - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3131

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Albert "Chip" Carpenter - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2777

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Morgan Stanley Financial Advisors

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-232-7160

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Paul M Burch - Morgan Stanley

333 Texas Street, 9th
Floor

Shreveport, LA 71101
318-677-5433

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Guy S. Brenner - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9667

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Helen Smith Guidry - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3996

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Baton Rouge, LA Branch Office - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-925-5512

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Hunter Charbonnet - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-595-5442

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The Rudolph Group - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-584-5655

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Kerry Kungel - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-595-5416

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Jay Owen - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6016

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Mark S Lecoq - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9601

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New Orleans, LA Branch Office - UBS Financial Services Inc.

1100 Poydras Street
Energy Centre

New Orleans, LA 70163
504-584-5662

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The Mannino Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2845

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Frank A Wood - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7612

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Matt M. Marchand - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3146

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Zink Wealth Management - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-584-5675

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Hamilton Martin - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3917

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The Emerson Team A Wealth Management Group - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-868-5250

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Mark Heller, CLU, CFP - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-595-5494

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Thurmond Wealth Management Group - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-595-5463

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The Wilson/Harvey Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6900

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Havard Lyons - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Jim Musso - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9636

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Randy J Landry - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2566

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The Denham and Lillich Team - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3125

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Brett Broussard - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
337-216-9330

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Heller & Stieffel Wealth Management Group - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-595-5494

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Gulf Coast Wealth Management - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6015

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GW Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3100

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Vicki Herbert - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-584-5612

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Kenneth Rabalais, AAMS - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6028

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RoseStone Wealth Advisors - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Allison LeBlanc - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
337-216-9330

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Curtis Hunter Roy II - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
337-216-9330

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Matthew Doucet - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6011

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Gene Novak - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-595-5408

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Gregory A Walters - Ameriprise Financial Services, LLC

132 Rue Colette
Ste A

Thibodaux, LA 70301
985-446-1968

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Allstate Personal Financial Representative: John S. McMillian

3600 Common St
Ste 300

Lake Charles, LA 70607
337-474-4939

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First Command Financial Advisor - Jerad Houser

1325 Barksdale Blvd
Suite 207

Bossier City, LA 71111
318-746-3974

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Aaron Hoffman - Morgan Stanley

333 Texas Street, 9th
Floor

Shreveport, LA 71101
318-677-5437

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Christopher Zink, CFP, CIMA - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-584-5675

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Thomas Linn - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0025

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Thomas Braly - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0035

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Terry Blackman - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Diana Matherne - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0046

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Pinnacle Asset Management Group, Inc.

2020 Line Avenue

Shreveport, LA 71104
318-221-7526

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Maureen O'Neal - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Allstate Personal Financial Representative: Bryan Ledet

258 Enterprise Dr

Houma, LA 70360
985-873-1611

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Richard A Hinton - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
337-477-1866

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Spencer Harris - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0037

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Frank Wood - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-479-7616

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Gulf South Wealth Advisors - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
225-442-3800

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James M Spiro - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3905

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Steve Shaddock - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7609

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Statton Frank - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3969

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Wayne E Traina - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2727

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Romi Gonzalez, III - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3991

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Rickey E Major - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3150

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Walter Weil - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2755

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Jamie B. Duval - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2505

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Ashley Judice - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3103

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Alexander Failla - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3971

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Victor L. Raxsdale - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2564

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Robert E. Kennedy - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2690

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Wilfred M Kullman Jr. - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2761

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Richard M. Wilson - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6902

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Daniel Marcus Hudson - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3908

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Kenneth L. Riche, Jr. - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3153

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Chris Gautreaux - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3113

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Shawn Loy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3147

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Clay Flournoy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-379-7542

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Richard Baron - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2518

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Jenny Jones - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9654

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Rhonda G. Loy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3145

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Michael L. Gagliardi - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3981

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Paul R Walker - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3134

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Marc H. Miller - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3956

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Powell Royall - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2556

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Keith Katz - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3902

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Kevin G Mackey - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2839

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John Rosenstern - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3156

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Josh Rosenstern - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3124

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Robert A. Woosley - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-325-8917

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Marcus Lyman II - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6961

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Brian Lawrence - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9631

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Michele B Dantin - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-360-4047

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V. Dean Wright - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2543

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Nicholas A. Moran - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3904

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Randolph Callais - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6960

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Tim A Emerson - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-360-4049

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Charlie Melancon - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6904

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Sherri B Roach - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-360-4048

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Brad Hanks - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7605

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Mark T. Roycroft - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3987

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Jason Rawls - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3927

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Janice P Glas - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-325-8905

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Linda K McAulay - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2509

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Natalie Garrison - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7604

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David K. Butscher - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3972

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Enrique Hurtado - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-325-8915

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Dean L. Wilson - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3923

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William Oakland - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-561-6833

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Strekker Michael Pryor - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-656-9562

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Donald E Irwin - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6905

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George Lampard III - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6937

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T. C. Ford - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6912

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Kitty Calabrese - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-379-7544

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Maurice Delahoussaye - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2777

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Blaise J Ernst - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6900

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Chris duPassage - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6921

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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