LOCAL, TRUSTED, & ESTABLISHEDto bring confidence to your financial life

We are your local, trusted advisors. A fabric of Jefferson Parish, our practice has been established for over 39 years. Our team of investment advisors includes financial professionals, who bring the knowledge and skills to prepare and review a financial plan customized to your goals, risk tolerance, and timeframe. Our approach is transparent and genuine. And, our culture is caring, empathetic, and accountable much like the South Louisiana area in which we live, work, and play. We will be there to help you each step of the way.

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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
Niches
Sudden Wealth

Sudden Wealth

06/08/2018
Confidently manage your new assets with the guidance of our experienced team
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

John Morgan

John M.

Morgan, WMS™, CFP® Wealth Management Specialist™ Chief Executive Officer
Matt Smith

Matt

Smith, CFP® FINANCIAL ADVISOR, RJFS CERTIFIED FINANCIAL PLANNER™
Todd Murphy

Todd Patrick Murphy

Financial Advisor Chief Operating Officer
Desiree Kelley

Desiree R.

Kelley, CFP®, CLTC® CERTIFIED FINANCIAL PLANNER™ Financial Advisor
John Sirois

John E. Sirois,

CFP®, MBA, J.D. Financial Advisor, RJFS Certified Investment Management Analyst®
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
The Galleria
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. M Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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