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 to best serve their clients.
In addition to managing Gulf Coast Wealth Management, Slade is the executive responsible for the Gulf Bank and Trust Company Trust Department and manages the bank’s investment portfolio.
Slade holds a B.A. in Finance from the University of Georgia and is an LPL Investment Advisor Representative, LPL Registered Representative and General Securities Principal, and a Louisiana Licensed Insurance Agent. With over 20 years of experience in the financial services industry, Slade is qualified to provide comprehensive investment advice to individuals and corporations.
Prior to joining Gulf Coast Wealth Management, Slade served as the Regional Development Officer for Smith Barney where he focused his efforts on integrating the services of the global wealth management platform of Citigroup, Inc. into the private client group offerings of Smith Barney. Slade worked very closely with the team and focused on Advisory Practice Management and financial advisor associate training and development.
Slade began his career as a Financial Advisor in New Orleans and spent ten years focusing on private client asset management and financial planning. He later served an Assistant Branch Manager and Sales Manager for one of Smith Barney’s offices in Dallas, Texas before returning to New Orleans and joining Gulf Coast Wealth Management in 2007.