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Your financial picture is an original

IBERIA Wealth Advisor's team of experts focuses on your
complete financial picture, creating and executing an
integrated financial plan that simplifies your life.

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Access your account

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Grow Your Wealth

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Protect Your Wealth

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Transfer Your Wealth

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Enhance Your Financial Picture

While prudent selection and active management of your financial portfolio is key to asset growth and your security, so are estate planning and risk management. A comprehensive plan crafted and managed by the IBERIA Wealth Advisors team allows you the confidence to achieve your financial goals.

Dynamic Investment Process

We treat our clients’ assets with utmost care.  Our disciplined and dynamic Investment Process, managed by our Investment Committee, provides for continuous monitoring of recommended investments and macroeconomic conditions.

Trust Services

A UNIQUE LEVEL OF CARE


Protect your hard earned success. Entrusting your assets with IBERIA Wealth Advisors ensures your interests are paramount. Fiduciary services such as trust and estate administration can provide benefits for your loved ones while protecting them from threats to their financial security. Careful planning may also reduce taxes and maximize the impact of your gifts.

As your Trustee

As your fiduciary we accept legal and professional responsibility for carrying out your expressed wishes and can perform the following:
  • accounting and reporting
  • investment management
  • securities custody
  • facilitating payments with creditors or debtors
  • tax-related responsibilities

 

Securing Your Legacy

Well-articulated gifting and estate plans ensure that your successes positively impact future generations. We work with your estate planning attorney and accountant to make sure your plans are well-defined and properly executed.

 

Charitable Giving

Giving to a charity allows you to build a legacy by impacting your community or favorite organization. We can help create a unique plan that takes advantage of tax-efficient long-term planning strategies through:
  • charitable trusts
  • family foundations
  • charitable gift annuities
  • consulting on donor advised funds

Reducing Taxes

WITH GIFT GIVING


Your comprehensive estate plan can take care of your beneficiaries while preserving your assets and possibly reducing estate and gift taxes. Gifts that qualify for the annual gift tax exclusion or are sheltered by the lifetime exemption can be given free of transfer taxes.

We are a team of specialists who work cohesively, drawing from among our various strengths and expertise. You can choose from our advisory team, and we’ll make sure you have the right talent dedicated to making your life easier.

  • Alabama

    Birmingham
    (205) 803-5879

    Lillian Bromley

    2340 Woodcrest Place

    Birmingham, AL 35209

     

    Huntsville
    (256) 519-4311

    Ginger Harper

    400 Meridian Street

    Huntsville, AL 35801

     

    Mobile
    (251) 345-9633

    Marianne Terry

    15 West I-65 Service Road North

    Mobile, AL 36608

  • Arkansas

    Little Rock
    (501) 661-7361

    Katie Pipkin

    5800 R Street

    Little Rock, AR 72207

  • Louisiana

    Baton Rouge
    (225) 923-4422

    Craig Netterville

    3700 Essen Lane

    Baton Rouge, LA 70809

     

    Lafayette
    (337) 521-4615

    Rose Soileau

    200 West Congress Street

    Lafayette, LA 70501

     

    New Orleans
    (504) 310-2923

    Christine Carlson

    601 Poydras Street, Suite 2075

    New Orleans, LA 70130

     

  • Florida

    Ft. Lauderdale
    (954) 848-6279

    Maria Toth

    200 E Las Olas Boulevard, Suite 2000

    Ft. Lauderdale, FL 33301

     

    Naples
    (239) 403-2561

    Cindy Sweet

    2150 Goodlette Road North, 8th Floor

    Naples, FL 34102

  • Texas

    Houston
    (504) 310-7166

    Ashley Kilgust

    11 East Greenway Plaza, Suite 3025

    Houston, TX 77046

     

    Dallas
    (972) 348-6113

    Carolyn Anderson

    8201 Preston Road, Suite 200

    Dallas, TX 75225

Listen

Hearing your story is the first step in your IBERIA Wealth Advisors relationship. We want to understand your family, career, goals and the other unique factors that create your personal story. These details inform our process and ensure your investment plan is customized and effective.

Collaborate

Our approach is both consultative and collaborative. We work closely with you to ensure we meet your goals and  remain within your risk tolerance. Our teamwork allows us to ensure what is important to you is important to us.

Create

After clearly understanding your story we create an active plan to manage your financial portfolio. Our investment professionals team with your advisors such as your attorney and your accountant to design the investment strategy that works for you.

Repeat

Working with IBERIA Wealth Advisors means building and maintaining a dynamic relationship. We continue listening, collaborating and creating to ensure that your financial portfolio is right for you, right now.

Private Banking

We partner with Private Bankers who can help you meet your financial goals through a personal banking experience.

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View the most recent edition of  IBERIA Wealth Advisors newsletter, Investment Insight.

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Iberia Wealth Advisors

We focus on your complete financial picture.

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