Top Financial Advisors in Greater New Orleans Area
Philippe Lannelongue, MBA, MSHCM
Manager Of Sales Operations
Greater New Orleans Area
Manager Of Sales Operations
Adjunct Professor of International Management & Marketing
Management Consultant
Financial Advisor
Operations Executive Team Leader
Management Consultant
Management Consultant
Vice President of Southern Arizona Operations
Director of Marketing, Board Member
Director of Marketing and Sales
Manager of Marketing Communication
University of New Orleans
University of New Orleans
Toulouse Business School
Recommendations: 5
Strategy
Management Consulting
Business Planning
Marketing Strategy
Business Development
Strategic Planning
Market Research
Leadership
p****[email protected]
Frank Rabalais
Tax Credit Consultant
Greater New Orleans Area
Tax Credit Consultant
Associate Financial Advisor
Project Analyst (Internship)
Property Manager
Educational Information Manager (Internship)
University of New Orleans
Tulane University
The University of Chicago
Jesuit High School
Recommendations: 1
Investments
Financial Modeling
Financial Analysis
Non-profits
Project Management
Strategic Planning
Real Estate
Research
f****[email protected]
Charles Genois
Financial Advisor, Managing & Founding Partner
Greater New Orleans Area
Financial Advisor, Managing & Founding Partner
Founder & Financial Advisor
Financial Advisor
University of New Orleans
Louisiana State University
De La Salle HS
Recommendations: 0
c****[email protected]
Jason Navarre
Financial Advisor
Greater New Orleans Area
Financial Advisor
Business Development Officer
Personal Banker
L.S.U.
Southeastern Louisiana University
Recommendations: 0
j****[email protected]
Xavier Angel, ChFC, CLTC
Financial Planner
Greater New Orleans Area
Financial Planner
Financial Planner
Financial Advisor
Software Engineer
Loyola University of Chicago
De La Salle
Recommendations: 0
x****[email protected]
Jay Shafferman
Financial Advisor
Greater New Orleans Area
Financial Advisor
Financial Advisor
Property Manager
The University of Alabama
Recommendations: 0
Mutual Funds
Portfolio Management
Investments
Wealth Management
Uniform Combined State...
Customer Service
Series 7
Financial Analysis
j****[email protected]
James Adams, CFP® CAP®
Financial Advisor
Greater New Orleans Area
Financial Advisor
Financial Advisor
Recommendations: 0
j****[email protected]
Paul Rockwell CEC, CFS
Executive R&D Chef
Greater New Orleans Area
Executive R&D Chef
Research Chef
KM/Culinary Team Leader
Chef de Cuisine
Associate Financial Advisor
The University of Georgia
Greensboro College
Recommendations: 0
Food
Food Safety
HACCP
Food Technology
Food Industry
Ingredients
Restaurant Management
Food & Beverage
p****[email protected]
Joe Prisco
Legal Counsel
Greater New Orleans Area
Legal Counsel
CERTIFIED FINANCIAL PLANNER™ / Owner
Financial Advisor
Financial Advisor
University of South Carolina-Columbia
Georgetown University Center for Professional Development
Loyola University New Orleans School of Law
Recommendations: 0
p****[email protected]
Tim Guidry
Equity Trader
Greater New Orleans Area
Equity Trader
Financial Consultant
Financial Advisor
Tulane University - A.B. Freeman School of Business
Tulane University - A.B. Freeman School of Business
Jesuit High School
Recommendations: 0
Series 7
Series 63
Series 65
Series 66
Series 55
Financial Modeling
Equities
Bloomberg
t****[email protected]
Garlan White
Associate Wealth Manager
Greater New Orleans Area
Associate Wealth Manager
Project Leader
Financial Advisor
Financial Advisor
Intern
Intern
Intern
Loyola University New Orleans
Loyola University Maryland
Recommendations: 0
Series 7
Licensed Life & Health Insurance Agent
Retirement Planning
Wealth Management
Investments
Insurance
Investment Advisory
Mutual Funds
c****[email protected]
Melisa Komarek-McClure
Financial Advisor
Greater New Orleans Area
Financial Advisor
University of California, Berkeley
Recommendations: 0
m****[email protected]
m****[email protected]
Nick Danna IV
Partner & Financial Advisor
Greater New Orleans Area
Partner & Financial Advisor
Financial Advisor
Senior Equity Research Analyst
Equity Research Analyst
CPA and Senior Counsultant
Louisiana State University
Louisiana State University
Jesuit High School
Recommendations: 0
n****[email protected]
Joseph CMT
Managing Partner
Greater New Orleans Area
Managing Partner
Senior Vice President
Senior Advisor
Financial Advisor
Investment Manager
University of London
Recommendations: 0
Asset Allocation
Wealth Management
Series 7
Investment Advisory
ETFs
Alternative Investments
Equities
Bonds
j****[email protected]
PJ LeJeune (Kes)
VP, Private Banker
Greater New Orleans Area
VP, Private Banker
VP, Wealth Management Banker
Financial Advisor
Wharton School of Business
College for Financial Planning
Emory University
Oxford College of Emory University
Recommendations: 0
Sales Management
Consultative Selling
Relationship Marketing
Wealth Management
Selling
Loans
Series 7
Mortgage Lending
m****[email protected]
C. Hunter Rudolph
Financial Advisor
Greater New Orleans Area
Financial Advisor
Practice Management Development
University of Alabama
St. Paul's High School
Recommendations: 0
Social Media
PowerPoint
Microsoft Word
Microsoft Excel
Leadership
Social Media Marketing
Strategic Planning
Facebook
c****[email protected]
Jeremy Silvas
Market Executive
Greater New Orleans Area
Market Executive
Sales Manager
Financial Advisor
Financial Advisor
Stephen F. Austin State University
Recommendations: 0
Series 7
Alternative Investments
Investment Advisory
Investments
Mutual Funds
Portfolio Management
Retirement Planning
Series 63
j****[email protected]
Andrew Fallo
Financial Advisor
Greater New Orleans Area
Financial Advisor
Financial Advisor
University of New Orleans
Archbishop Rummel High School
Recommendations: 0
a****[email protected]
Becky Gustafson CLTC,LUTCF,CLU®,ChFC®,RICP®
Financial Advisor
Greater New Orleans Area
Financial Advisor
Louisiana State University
Recommendations: 0
Life Insurance
Retirement Planning
Long-term Care
Fixed Annuities
Securities
Disability Insurance
Estate Planning
Retirement
b****[email protected]
Christopher Branchcomb
Assistant Vice President, Financial Advisor
Greater New Orleans Area
Assistant Vice President, Financial Advisor
Licensed Relationship Banker
Relationship Banker
Outside Sales Representative
Loyola University New Orleans
Recommendations: 0
NMLS Licensed
Outside Sales
Account Management
Credit
Merchant Services
Customer Service
Payment Systems
Sales Presentations
c****[email protected]
Paul Treuting, CRPC®, MBA
Financial Advisor, Vice President
Greater New Orleans Area
Financial Advisor, Vice President
Financial Advisor
Millsaps College
Mississippi College
Bryan Bell Metropolitan Leadership Forum
Archbishop Rummel
St. Ann
Recommendations: 0
p****[email protected]
t****[email protected]
Eric Dubroc
Financial Advisor with Financial & Investment Management advisors a hybrid RIA
Greater New Orleans Area
Financial Advisor with Financial & Investment Management advisors a hybrid RIA
Investment Representative
Investment Representative
Investment Representative
Investment Advisor
Southeastern Louisiana University
Recommendations: 0
Financial Analysis
Strategic Planning
Retirement Planning
Strategy
Wealth Management
Investments
Asset Allocation
Series 7
e****[email protected]
Dr. Rick Romano DDS, CLU®, ChFC®, AEP®
Financial Advisor
Greater New Orleans Area
Financial Advisor
Dentist
Louisiana State University Health Sciences Center
Recommendations: 0
r****[email protected]
Charles Marsala
Member
Greater New Orleans Area
Member
Family Member
Financial Advisor
Advisory Partner to Loring-Ward, a Dimensional Advisor Funds Asset Class Portfolio Provider
Council Member
Stanford University
Tulane University
Jesuit High New Orleans
Recommendations: 0
Leadership
Business Development
Start-ups
Program Management
Investments
Entrepreneurship
Strategy
Strategic Planning
c****[email protected]
Rufus P. Cressend, CFP, CRPC
Private Wealth Advisor
Greater New Orleans Area
Private Wealth Advisor
Business Financial Advisor
University of New Orleans
University of Louisiana at Lafayette
Recommendations: 0
r*****@cressend.com
r****[email protected]
Taylor Rosson
Financial Advisor
Greater New Orleans Area
Financial Advisor
Mississippi State University
Recommendations: 0
Wealth Management
Investments
Business Consulting
t****[email protected]
Marigny deMauriac
Financial Advisor
Greater New Orleans Area
Financial Advisor
Loyola University New Orleans
Recommendations: 0
Public Speaking
Asset Allocation
401k rollovers
Wealth Management
Cash Management
IRAs
Life Insurance
Long Term Care
m****[email protected]
Bea Cottingham
Assistant to Financial Advisor
Greater New Orleans Area
Assistant to Financial Advisor
Business Manager - Dept of Physiology
Attended University of New Orleans
Recommendations: 0
q****[email protected]
Candace Pedraza
Intern to Financial Advisor
Greater New Orleans Area
Intern to Financial Advisor
Student Assistant - Front Desk Receptionist
Summer Work Team Coordinator
Administrative Assistant - Data Entry
University of Colorado Boulder - Leeds School of Business
University of Colorado at
Recommendations: 0
c****[email protected]
Beth Colón, CFP®, CDFA
Vice President, Financial Advisor
Greater New Orleans Area
Vice President, Financial Advisor
Vice President
Sales Manager
Trinity University
Recommendations: 0
c****[email protected]
Sean Spratt, CPM®
Associate Vice President, Financial Advisor
Greater New Orleans Area
Associate Vice President, Financial Advisor
Recommendations: 0
s****[email protected]
s****[email protected]
Jeanette Sanford, AAMS
Financial Advisor
Greater New Orleans Area
Financial Advisor
University of Phoenix
Recommendations: 0
Retirement Planning, Rollovers, & Consolidation
Investment Banking
Estate Consideration & Trust Services
Business Retirement Plans
Cash Management Programs
Education Savings Plans
Portfolio & Retirement Plan Reviews
Investor Education Programs
t****[email protected]
Michael Scripps, MBA
Financial Advisor, Portfolio Manager
Greater New Orleans Area
Financial Advisor, Portfolio Manager
Financial Advisor, Portfolio Manager
Quinlan School of Business, Loyola University Chicago
Cranbrook Academy of Art
Loyola University New Orleans
Recommendations: 0
k****[email protected]
Kamal Wadhwa
Financial Advisor
Greater New Orleans Area
Financial Advisor
Financial Advisor
Chief Executive
MBA - International Institute of Management
Indian School of Mines
Recommendations: 0
k****[email protected]
Dennis Tauzin
Financial Advisor
Greater New Orleans Area
Financial Advisor
Sales Manager
General Sales Manager
Recommendations: 0
Account Management
Team Building
Automotive
Customer Satisfaction
Profit
Sales Management
Negotiation
Sales
d****[email protected]
Mark Chachere
Financial Advisor
Greater New Orleans Area
Financial Advisor
University of Louisiana System
Riverdale High School
Recommendations: 0
c****[email protected]
Jeanne Youngblood
Financial Advisor
Greater New Orleans Area
Financial Advisor
University of Louisiana at Lafayette
University of New Orleans
Recommendations: 0
Customer Service
j****[email protected]
