Mission
We focus on enhancing the financial well-being of our clients while bringing our experience and guidance to those we serve.
Story
We have nearly 25 years of collective experience as trusted advisors to a select number of families and institutions. We are committed to helping you plan effectively, invest wisely, and map a course for your future years.
Core Values
- Clients first, always
- Trust and integrity
- Commitment to excellence
- Growth through continuous improvement
- Fun, positive family culture
Meet the Team
We have built a strong foundation based on lasting relationships that span from generation to generation. We strive to give you and your family the clarity, confidence, and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.
Tonya Griffith, AAMS
- First Vice President - Investment Officer
With over two decades of experience in the financial services industry, Tonya helps her clients plan for major life events such as planning for their retirement, developing estate planning strategies, wealth transference, and much more. She has experience in helping clients navigate the complexities of investing using investment planning strategies designed to help you manage your wealth. Additionally, she is able to refer her clients to specialists at Wells Fargo Bank, N.A. who provide discretionary investment management, private banking, trust services, estate settlement and administration services, credit, and integrated wealth management services.
Tonya was recognized as a Platinum Council at the firm every year from 2012-2016, and was recognized again in both 2019 and 2020.* She is an accomplished public speaker and has been invited to speak at Barron’s Diversity Summit and 100 Black Men of America events. She also educates students at Historically Black Colleges and Universities about opportunities within the financial services industry. She currently serves on the Diversity and Inclusion work stream at the firm.
Tonya earned a Bachelor of Science in Business degree at Southern University, Baton Rouge and holds the Accredited Asset Management SpecialistSM (AAMS®) professional designation.
A life-long resident of Lake Charles, Louisiana, Tonya raised two children – Courtney and Maurice, who also work in the financial industry – with her husband, Maurice, Sr., a 34-year veteran of the petrochemical industry. Together, Tonya and her husband enjoy scuba diving, biking, skydiving, motorcycling, boating, and traveling. She volunteers her time and talent to the United Way of Southwest Louisiana.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.
Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Tonya was recognized as a Platinum Council at the firm every year from 2012-2016, and was recognized again in both 2019 and 2020.* She is an accomplished public speaker and has been invited to speak at Barron’s Diversity Summit and 100 Black Men of America events. She also educates students at Historically Black Colleges and Universities about opportunities within the financial services industry. She currently serves on the Diversity and Inclusion work stream at the firm.
Tonya earned a Bachelor of Science in Business degree at Southern University, Baton Rouge and holds the Accredited Asset Management SpecialistSM (AAMS®) professional designation.
A life-long resident of Lake Charles, Louisiana, Tonya raised two children – Courtney and Maurice, who also work in the financial industry – with her husband, Maurice, Sr., a 34-year veteran of the petrochemical industry. Together, Tonya and her husband enjoy scuba diving, biking, skydiving, motorcycling, boating, and traveling. She volunteers her time and talent to the United Way of Southwest Louisiana.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.
Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
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Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Contact
Tiffany Nekole Green
- Client Associate
Tiffany is passionate about providing clients with exemplary service while helping navigate their wealth management needs. With almost a decade of financial services experience, Tiffany had originally set her sights on working in the healthcare industry, but throughout the years her desire to impact others’ finances and help them live out their financial dreams brought her to this industry. As a Client Associate, Tiffany helps provide administrative and operational support, and communicates with clients to ensure they receive the personal care and attention they deserve.
Tiffany was born and raised in Lake Charles, Louisiana where she still resides. She obtained her bachelor’s degree in business management from McNeese State University. Outside of work, Tiffany is an active member within her church, where she aids in numerous programs, and she volunteers yearly at organizations such as Abraham’s Tent. She has a desire to travel and see the world, and enjoys reading, swimming, and spending time with her family in her spare time.
Tiffany was born and raised in Lake Charles, Louisiana where she still resides. She obtained her bachelor’s degree in business management from McNeese State University. Outside of work, Tiffany is an active member within her church, where she aids in numerous programs, and she volunteers yearly at organizations such as Abraham’s Tent. She has a desire to travel and see the world, and enjoys reading, swimming, and spending time with her family in her spare time.