Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.
In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.
We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.
We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.
|Firm Start Year:||1921|
|No.of Employees:||More than 5000|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||TN, IL, LA, VA, PA, TX, WI|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, 401K Rollovers|
|Investment Types:||Insurance, Annuities, Exchange Traded Funds (ETFs), FOREX & Currency, Mortgages & Real Estate, Stocks, Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Our Offices, Video Conference, At my office, At your home, At your office, Via Phone, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Variable Annuity, Long Term Care, Life, Health, Annuity, Accident|
|Assets Managed by Firm:||$1 Trillion|
|Advisor's Number of Clients:||51|
|Advisor's Number of Managed Clients:||51|
|Advisor's Number of Planning Clients:||51|
|Assets Managed by Advisor:||$55,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|B.S. in Finance - Finance||
Mississippi College - Clinton, MS
LPL ADV 2A
LPL WiserAdvisor Cash Solicitor Disclosure
Member FINRA/SIPC Securities and Advisory services offered through LPL Financial.
Originally from Lafayette, LA, Skye started his career in the financial services industry in 2016 at Merrill Lynch. In late 2020, Skye moved to LPL Financial to better provide his clients more flexibility and opportunity for personalized service and growth. Skye brings a passion for serving clients with a comprehensive approach to wealth management. He strives to simplify the financial complexities for high-net-worth individuals who require a sophisticated level of financial, tax, estate, and education planning, ensuring that they're ready for whatever decisions they may face as they journey throughout their financial lives.
Skye earned a B.S. in Finance from Mississippi College where he was a four-year letterman on the golf team. Skye holds Series 7 and 66 FINRA designations.
Outside of work, he's an avid golfer, dating back to when he played on his college team.
After developing a relationship around understanding my clients goals and risk tolerance, I develop a customized portfolio recommendation directly tailored to you. My knowledge of the current economic environment and secular business cycle allows me to create a customized portfolio using individual stocks, bonds and exchange traded funds (ETFs) focused on my clients needs. No two clients are the same.
Tax Planning & Mitigation
My approach to tax planning begins with developing a deep understanding of your unique financial situation. This allows me to help individuals, businesses and organizations retain more of their hard-earned dollars by providing you with tax efficient investment strategies.
Investment Management & Advice
My aim is to develop and maintain a well-diversified asset allocated portfolio to meet your goals and needs. Through dollar cost averaging, I can reduce the impact of volatility on large purchases of financial assets, significantly benefiting your portfolio.