Cockrell Wealth Management Group

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

The Cockrell Wealth Management Group consists of Bobby Cockrell, Tommy Cockrell & Tanya Baldwin. Managing over $425 million in assets for both institutional & individual clients, we use a client-centered, planning-based approach to provide a rational foundation for your investment strategy. We take the time to get to know you as an investor & an individual to determine where you fall on the risk spectrum & craft a portfolio that fits your needs. Once we create a financial plan truly tailored to your unique wealth management goals, we provide continuous support & guidance through consistent monitoring of portfolios & give excellent customer service with open, honest & timely communication.

Bobby Cockrell has over 28 yrs. experience as a financial advisor. His career began in 1984 when he joined Scharff & Jones, Inc. He has spent his entire career with the same firm as the firm became Morgan Keegan & Co., Inc. & now Raymond James Financial, Inc. Bobby has a degree in Industrial Engineering from Louisiana Tech University & holds the CERTIFIED FINANCIAL PLANNER™ Professional Designation. Bobby has served in many capacities at his church, including Chairman of the Finance Council.

Tommy Cockrell has over 25 yrs. experience as a financial advisor. His career began in 1987 with Scharff & Jones, Inc. He has spent his entire career with the same firm as the firm became Morgan Keegan & Co., Inc. & now Raymond James Financial, Inc. Tommy graduated cum laude from Louisiana Tech University with a degree in Finance. He has also served in many capacities at his church including Chairman of the Finance Council & is currently a member of the Diocese of Shreveport Finance Council & Committee.

Tanya Baldwin is a Registered Client Service Associate with the Cockrell Group. She has over 25 yrs. experience in the financial services industry & has worked with the Cockrell’s since 2004. Prior to joining the Cockrell’s, she worked with AG Edwards for 12 yrs. & State 1st Nat’l Bank for 5 yr