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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
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Michelle Andre (CRD# 1974573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baton Rouge, LA and has over 14 years of experience in the finance industry.
Emily Archer (CRD# 4329423) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Baton Rouge, LA and has over 23 years of experience in the finance industry.
Pama Barber (CRD# 5877217) is an Investment Advisor Representative working at Edward Jones in Baton Rouge, LA and has over 13 years of experience in the finance industry.
James co-founded Capital South Wealth Management to address the needs of underserved families and individuals. James and the Capital South team work with clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset protection, behavioral counseling, income planning, insurance, budgeting, estate planning and investments.
James is an alum of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with...
Jennifer Bernard (CRD# 4353926) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Baton Rouge, LA and has over 22 years of experience in the finance industry.
Dustin Berry (CRD# 5317612) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baton Rouge, LA and has over 16 years of experience in the finance industry.
Thomas Besselman (CRD# 3015519) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Baton Rouge, LA and has over 26 years of experience in the finance industry.