We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
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With over 27 years of experience in financial services, I am dedicated to helping individuals, business owners and foundations meet their financial goals by developing investment plans around their long-term goals and risk tolerance.
I began my career with Merrill Lynch in 1989 as an Investment Representative. In 1995 I joined A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors, in Hammond, LA. In 2011 I transitioned to Wells Fargo Advisors Financial Network and serve as Managing Principal of our Hammond office.
I have a Bachelor of Science degree in Business Administration/Finance from LSU. In addition I successfully completed the Institute on Comparative Political and Economic Systems program through Georgetown University in summer of 1982.
Registrations and Licenses
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With over 30 years experience in Financial Services, I am dedicated to helping individuals and business owners meet their financial needs by developing plans around their goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help clients structure portfolios with balance.
I began my career in Financial Services with A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors in Hammond, LA. In 2011, my opportunity changed to Wells Fargo Advisors Financial Network.
I have a Bachelor of Science Degree in Business Administration from Southern Methodist University in Dallas, Texas.
Registrations and Licenses
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Lisa McMillion entered the financial services industry in 2007 when she joined A.G. Edwards & Sons as a Financial Associate. During her first year of employment, Lisa expanded her studies and received her FINRA Series 7 and 66 securities registrations. In 2008, A.G. Edwards & Sons was acquired by Wachovia Securities, a predecessor firm of Wells Fargo Advisors.
As Branch Administrator, Lisa assists Andre Theriot, Managing Principal, and Tom Mougey, Senior Financial Advisor, with administrative activities including account setup/maintenance, trading support and client-relationship building. Lisa is the first line of contact with our clients and she provides unparalleled attention to service, detail and client satisfaction.
Lisa is a long time resident of Hammond, Louisiana. She received her Bachelor’s Degree in Finance from Southeastern Louisiana University. Outside of the office, Lisa spends her free time with her husband, Brian, and their two beautiful daughters, Gracie Annabelle and Layla Annalise. Living a healthy, active lifestyle is Lisa’s biggest passion. She dedicates much of her time to daily workouts including fitness classes, running, swimming & cycling. Lisa completed her first marathon in 2013 and months later successfully completed her first triathlon.
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
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