Chuck Viator helps clients organize their finances and make wise investment choices as they accumulate wealth and transition through different life stages. Before joining Wells Fargo Advisors in 2005, he was a senior vice president at Smith Barney in New Orleans. He began his Investment career with Thomson McKinnon in 1985. Chuck, along with his team, are committed to supporting and giving back to the area by financially supporting three worthy causes including Volunteers of America Southeast Louisiana, the Please Foundation, and the Louisiana United Methodist Children and Family Services. In addition, Chuck spends his personal time serving on Volunteers of America’s Southeast Division Board of Directors, as well as serving on Volunteers of America National Board. He has been married to his wife, Susan since 1985 and they have three daughters. He received a Bachelor’s degree in Finance from Louisiana State University in 1984.

CA Insurance License Number: 0C19806. Resident State LA.

As the vice president, Kimberly is dedicated to helping individuals and businesses develop financial and investment strategies that complement their needs. Her mission is to provide every client with targeted, comprehensive, financial advice and investment strategies - delivered with the highest level of personal service and professional integrity. Kimberly has been in the business since 2001 and started out working for Legg Mason/Smith Barney. She joined Chuck at Wachovia in 2007, and has been with him ever since. Kimberly received a bachelor’s degree in Economics from Louisiana State University. She and her husband, both New Orleans natives, have two children, Noah and Maggie.

As Senior Registered Account Administrator, Nancy’s primary roles includes assisting with reviewing and implementing investment strategies, gathering data to compile Envision plans to help fit clients' goals, and assists clients with specific requests and needs. She has been in the industry since 2001.  She has worked with Chuck for over 40 years in the financial industry. Nancy has been married since 1983 and has twin sons; she also has two grandchildren, Shay and Grayson.  She and her husband are both New Orleans natives.

Rhonda oversees the daily operations of our practice, as well as managing the flow of information to our clients on a daily basis. Rhonda has been in the industry over 25 years. She has served as an Annuity Operations Supervisor, a Branch Administrator, an Operations Team Leader, and also as a Registered Client Service Associate. Rhonda brings strong Operations knowledge and organization to our team.  Rhonda enjoys sharing, collaborating, and implementing new ideas with the team.  Outside of work, Rhonda enjoys traveling and spending time with family and friends.

Here at Viator Wealth Management, Jennifier works closely with members of the team as a Client Service Associate. Her experience in the financial industry has given her the tools to help promote efficiency and professionalism throughout the daily operations of the company. Jennifier plays a vital role in preparing reports for our client meetings. Outside of work, Jennifier is a busy mom to her sons, Michael and Dominic, who are involved in various sports and activities.