Cody Wells

Cody A. Wells is a Senior Financial Advisor with a decade of experience helping individuals, families, business owners, entrepreneurs and philanthropists pursue their financial goals. A graduate of Louisiana State University, Cody was inspired by the values he learned growing up in his family’s nursing home business, where service to others was always the highest priority. That foundation continues to shape his approach today as he helps clients create the lives they envision while building meaningful, long-term relationships based on trust and care.

Cody’s practice is built around customized planning, exceptional client service, and a boutique-style experience tailored to each client’s unique needs. He believes that no two financial journeys are alike and takes pride in delivering highly personalized strategies designed to help clients navigate important financial decisions with confidence. His commitment to understanding the personal values, goals, and aspirations of every client allows him to provide advice that is both thoughtful and relevant.

Outside of the office, Cody enjoys spending time outdoors hunting and fishing and is actively involved in several charitable and community organizations, including Ducks Unlimited, the American Cancer Society, Hunters for the Hungry, and St. Francis of Assisi Catholic Church. He and his wife, Heather, are proud parents to their daughter, Mary Latil. Cody’s family lives in the New Orleans Irish Channel neighborhood with their two dogs, Basil, a Black Lab, and Dolly, a Golden Retriever. Cody’s dedication to family, community and service remains at the heart of both his personal life and his work with clients.

CA Insurance License # 4116160
Resident State: LA