Baton Rouge Branch
445 North Blvd.
5th Floor
Baton Rouge, LA 70802
T: 225.344.9020
F: 225.344.7923
T: 800.659.7998
Map & Directions
Baton Rouge Branch - Jefferson Hwy
7350 Jefferson Hwy.
Suite 490
Baton Rouge, LA 70806
T: 225.407.4640
F: 225.924.3293
Map & Directions
Houma Branch
7731 Park Ave.
Houma, LA 70364
T: 985.580.0157
F: 985.580.0797
T: 855.549.3655
Map & Directions
Lafayette Branch
1220 Camellia Blvd.
Lafayette, LA 70508
T: 337.289.5900
F: 337.289.5880
T: 800.598.2465
Map & Directions
Lake Charles Branch
3220 2nd Avenue
Lake Charles, LA 70601
Map & Directions
Mandeville Branch
1540 West Causeway Approach
Mandeville, LA 70471
T: 985.624.1400
F: 985.624.1444
T: 800.899.2026
Map & Directions
Monroe Branch
1900 N. 18th St.
Suite 700
Monroe, LA 71201
T: 318.327.1120
F: 318.327.1177
T: 866.294.1161
Map & Directions
New Orleans Branch
909 Poydras St.
Suite 1300
New Orleans, LA 70112
T: 504.529.1556
F: 504.527.0217
T: 800.723.1521
Map & Directions
Ruston Branch
209 W. Alabama Ave.
Ruston, LA 71270
T: 318.232.3075
F: 833.567.0816
Map & Directions
Shreveport Branch
401 Market Street, Suite 1400
Shreveport, LA 71101
T: 318.424.2000
Map & Directions
Shreveport South Branch
333 Texas Street, Suite 175
Shreveport, LA 71101
T: 318.677.5520
Map & Directions
Slidell Branch
620 Oak Harbor Blvd, Suite 103
Slidell, LA 70458
T: 985.639.6121
Map & Directions
Texarkana Branch
2315 Moores Lane
Texarkana, TX 75503
T: 903.223.1811
Map & Directions
Steadfast guidance for your unique path in life
Whether you’re preparing for retirement, seeking a financial plan for your business or yearning to leave a lasting legacy, our experienced advisors can help get you there. We have deep roots in Louisiana, forging strong connections with clients by listening to their needs and providing objective advice. Discover financial guidance that fits your life, backed by the powerful resources of one of the largest independent financial services firms in the country.
Jude Huval
Managing Director, Investments
Complex Manager
Jenny Crafford Bernard
Complex Administrative Manager,
Louisiana
William “Colin” Seibert, WMS®
Senior Vice President, Investments
Branch Manager
Jenny Crafford Bernard
Complex Administrative Manager
Operations Manager
Lisa Westmoreland Collier
Managing Director
Senior Vice President, Investments
Financial Advisor
Chase Fresina
Financial Advisor
Charles “Philip” Guercio, AIF®
Vice President, Investments
Financial Advisor
Sam Hughes
Financial Advisor
Thomas Hyde
Senior Vice President, Investments
Financial Advisor
Rolfe Miller, AIF®
Managing Director
Senior Vice President, Investments
Financial Advisor
Richard Preis
Managing Director
Senior Vice President, Investments
Financial Advisor
Leo “Marc” Sanchez, AIF®
Managing Director
Senior Vice President, Investments
Financial Advisor
Gary Smith, CIMA®, CFA®, CPWA®
Managing Director
Senior Vice President, Investments
Financial Advisor
Baton Rouge Branch - Jefferson Hwy
William “Colin” Seibert, WMS®
Senior Vice President, Investments
Branch Manager
Jenny Crafford Bernard
Complex Administrative Manager,
Operations Manager
W. Bowen McRae, Jr., J.D., CRPC®
Senior Vice President, Investments
Thomas O’Connor
Managing Director
Senior Vice President, Investments
Christopher “Chris” Crifasi, AWMA®
Vice President, Investments
Financial Advisor
Amy Andrews
Vice President, Investments
Financial Advisor
Andree Schneider
Financial Advisor
William “Colin” Seibert, WMS®
Senior Vice President, Investments
Branch Manager
Dan Chassee, RICP®, CPFA
First Vice President, Investments
Financial Advisor
Frank Domino, CFP®, CPFA
Managing Director
Senior Vice President, Investments
Louis Gary, CRPC®
Vice President, Investments
Financial Advisor
Scott Hollier, CFP®, RICP®, CPFA
Senior Vice President, Investments
Financial Advisor
Eric Leblanc
First Vice President, Investments
Financial Advisor
Branch Manager
Henry Mayer, CFP®
Vice President, Investments
Financial Advisor
Andrew Holman
Vice President, Investments
Branch Manager
Mary Ellison Sewell
Branch Operations Manager
Jude Huval
Branch Manager
Managing Director
Mary Ellison Sewell
Branch Operations Manager
William Andrews
AMP - Financial Advisor
Wiley Gardner
Senior Vice President, Investments
Financial Advisor
Kevin Kiesel
First Vice President, Investments
Financial Advisor
Jerome “Rusty” Renaudin
Senior Vice President, Investments
Financial Advisor
Keith Steele
Associate Vice President, Investments
Financial Advisor
Earl Smith
Associate Vice President, Investments
Branch Manager
Jennifer Taylor
Branch Operations Manager
Derek Daniels
First Vice President, Investments
Financial Advisor
Jason Tiser
Financial Advisor
Julie Alexander, AAMS®
Associate Vice President, Investments
Financial Advisor
Leonard Alsfeld
Managing Director
Senior Vice President, Investments
Claudia Billeaud
Vice President, Investments
Financial Advisor
Octave J. Francis III, CIMA®
Managing Director
Senior Vice President, Investments
Andrew Holman
Vice President, Investments
Branch Manager
Christopher Montgomery, CIMA®
Managing Director
Senior Vice President, Investments
Kevin Phillips
Financial Advisor
Alyssa Klein
Sr. Financial Planning Consultant
Mary Ellison Sewell
Branch Operations Manager
Brad Hubbard
Branch Business Coordinator
Bobby Conville
Managing Director
Senior Vice President, Investments
Earl Smith
Associate Vice President, Investments
Branch Manager
Bruce Cowan
Financial Advisor
Jennifer Taylor
Branch Operations Manager
Jonathan Terry
Financial Advisor
Matt Coady
Financial Advisor
Norman Duhon. Jr., WMS®, MBA
Sr. Vice President Investments
Financial Advisor
Tandy Lewis, CFP®, AWMA®, AAMS®, WMS
Managing Director
Financial Advisor
Lee Bowen
Managing Director
Financial Advisor
Drew Necaise
Financial Advisor
Joe H. Byrd. Jr., AWMA®, CRPC®
Financial Advisor
Perry Brown
Financial Advisor