Broker Check

Team

Do you think about your financial future? We do.

As a Wealth Management client, you will benefit from the knowledge and experience of our Wealth Management team. Each client is unique and your portfolio will reflect that. Our business model is focused on the quality of relationships, not the quantity. Our team of financial consultants want to help you pursue your goals.

 

As an LPL Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Keith works closely with his clients to develop effective strategies designed to help them pursue their financial goals....

Read more

As an LPL Financial Advisor and Accredited Asset Management SpecialistSM, Troy works closely with his clients to determine their needs and goals to assist them in tailoring a plan for their personal situation. Over the years,...

Read more

Slade Simons

Executive Vice President, Wealth Management

(504) 841-2899

Slade is the Executive Vice President of Gulf Coast Wealth Management and is the Program Manager. He works closely with the LPL Financial Advisors to provide them with the financial planning and investment management resources needed...

Read more

As an LPL Financial Advisor, Patrick works closely with his clients to develop effective strategies designed to help them pursue their financial goals. Specializing in wealth management, life insurance, and long-term care for...

Read more

A New Orleans native, Michael holds a B.S. in Accounting from the University of New Orleans and is a Louisiana licensed CPA, LPL Investment Advisor Representative, LPL Registered Representative, and a Louisiana licensed Insurance agent.

Read more

As an LPL Financial Advisor, David Pullen brings extensive financial knowledge and experience through nearly two decades of working in global capital markets in Europe and Asia. This distinctive background enables him to ...

Read more

Jason King

Wealth Mangement Director

504-841-2847

504-841-2874

As Wealth Management Director, Jason is responsible for planning, developing and implementing the firm’s financial planning and business development strategies. He works closely with the advisors on the Gulf Coast Wealth Management...

Read more

As an LPL Financial Advisor with Gulf Coast Wealth Management, Alfredo brings 19 years of experience and a unique perspective to his work helping clients manage their investments and make wise financial decisions. Alfredo began working...

Read more

Scott Sloan

Financial Advisor

(504)-301-6305

(504) 274-2373

Professional Profile As an LPL Financial Advisor, Zach believes that sound, consultative financial planning helps clients live better now, while reliably pursuing long term financial goals. Zach specializes in wealth management, and...

Read more