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Retirees: Financial Firms/Advisors: Who are you with and..

Posted on 12/29/23 at 9:40 am
Posted by Enadious
formerly B5Lurker City of Central
Member since Aug 2004
18606 posts
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Posted on 12/29/23 at 9:40 am
Okay. I know I'm poking the third rail. This question is only for those who are retired, invested with the Morgan Stanleys or local advisors in the Baton Rouge area. I'm curious about those who put their trust in others, who are you with, and how pleased are you with their performance? Give it a A-F grade. It'd be nice to know how long you've been with them.
Yes, I know all about Boggleheads, etc. I know about fee-only advisors. Whatcha got?
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Posted by ynlvr
Rocket City
Member since Feb 2009
5474 posts
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Posted on 12/29/23 at 12:59 pm to Enadious
I have family members that use Jason Windham and are pleased with his wholistic work.
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Posted by Popths
Baton Rouge
Member since Aug 2016
4456 posts
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Posted on 12/31/23 at 8:56 am to ynlvr
I work with True Wealth Advisors in Metairie. Been with them for 5 years. You have to find someone you’re comfortable with and you can sleep at night knowing they have your best interest at heart. I recommend Billy Maisano there.
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Posted by rodnreel
South La.
Member since Apr 2011
1525 posts
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Posted on 1/1/24 at 7:02 am to Popths
I'm with NY Life Securities LLC. Very satisficed with income and growth of investments.
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Posted by 1609tiger
Member since Feb 2011
3791 posts
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Posted on 1/2/24 at 7:46 pm to Enadious
First know and understand the difference between a broker and an Advisor ( RIA).
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