Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Bonnie Leerkes (CRD# 3164490) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Zachary, LA and has over 18 years of experience in the finance industry.
James co-founded Capital South Wealth Management to address the needs of underserved families and individuals. James and the Capital South team work with clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset protection, behavioral counseling, income planning, insurance, budgeting, estate planning and investments.
James is an alum of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with...
Lee Starnes (CRD# 5770452) is an Financial Advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. She is a Certified Financial Planner (CFP), Accredited Asset Management Specialist (AAMS) and has an MBA. Starnes assists her clients in building strategies to create and maintain wealth as well as retirement planning tailored to individual needs and specific goals, including life insurance and long term care. She believes in quality investments, managing risk and client education. Visit www.edwardjones.com/lee-starnes for more information.