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Jody Lafont

Senior Financial Advisor at Hancock Whitney Financial Consultants

Intro Book

Seasoned financial advisor with 21+ years of experience in finance, investments, and wealth management.

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Location

New Orleans, Louisiana, United States...

Skills

Finance
Investments
Financial Planning
Financial Services
Strategic Planning
Wealth Management
Management
Risk Management
Wealth Management Services
Portfolio Management
Retirement Planning
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$150.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Jody has 21+ years of experience in finance, which is a significant amount of time. He has worked in various roles, including senior financial advisor, which indicates a high level of expertise. His education from LSU adds to his credibility. Skills like financial planning, investments, and wealth management are in demand, especially in the New Orleans area. Considering his experience, education, and skills, I would estimate his hourly rate to be around $150. This is a reasonable estimate, considering the average hourly rate for financial advisors in the US is around $100-$200 per hour. However, Jody’s extensive experience and senior role at Hancock Whitney Financial Consultants may justify a higher rate. Some financial advisors with similar experience can charge $250-$300 per hour, so I’ll stick with $150 as a conservative estimate.

Bio

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Topline AI

Jody Lafont is a seasoned financial professional with over 21 years of experience in finance, investments, and wealth management. He has held senior roles at Hancock Whitney Financial Consultants and UBS Wealth Management, and has expertise in strategic planning, risk management, and portfolio management. With a strong educational background in accounting from LSU, Jody has built a reputation for delivering exceptional financial services to clients. His extensive experience in the financial industry has equipped him with the skills to navigate complex financial situations and provide tailored solutions to clients. As a certified financial advisor, Jody has helped numerous clients achieve their financial goals and secure their financial futures.

Experience

Hancock Whitney Financial Consultants
- 10009 Jefferson Hwy, Suite A, River Ridge, LA 7...
- Senior Financial Advisor
  - Jul 2003 - Present
  - 10009 Jefferson Hwy, Suite A, River Ridge, LA 7...
UBS Wealth Management
- Greater New Orleans Area
- Financial Advisor
  - Aug 2000 - Jul 2003
  - Greater New Orleans Area
J.C. Bradford & Co.
- Greater New Orleans Area
- Financial Advisor
  - Aug 1996 - Aug 2000
  - Greater New Orleans Area
Hibernia Investment Securities, Inc.
- Greater New Orleans Area
- Investment Broker
  - Sep 1990 - Jan 1996
  - Greater New Orleans Area
FSC Securities
- Greater New Orleans Area
- Investment Broker
  - May 1988 - Aug 1990
  - Greater New Orleans Area
LaPorte CPAs & Business Advisors
- Greater New Orleans Area
- CPA
  - 1983 - 1988
  - Greater New Orleans Area
Hibernia National Bank
- Greater New Orleans Area
- Trust Division Accountant
  - May 1982 - Jun 1983
  - Greater New Orleans Area

Education

1977 - 1982

LSU

1977 - 1982

Suggested Services

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Industry Focus. “Investment Banking”

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Jody Lafont

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100 Credits For FREE

$150.0

Hourly Rate