Andrew Stewart
Advisor at WMS Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
$250 per hour for financial planning services
Work history
WMS Group LLC
2019 - Present (7 years)
AMS Resources Network
2017 - Present (9 years)
University of New Orleans
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Camilla D
Series 66
Hammond, LA
Edward Jones
Michael B
Series 66
Covington, LA
Edward Jones
Chad A
Series 63, Series 65
Covington, LA
Edward Jones
Benjamin C
Series 66
Covington, LA
Merrill
Benjamin Capshaw is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch. He joined Merrill Lynch Wealth Management in January 2009 after a decade at Morgan Stanley, where he served as Vice President and Wealth Advisor. Prior to becoming a financial advisor, Benjamin worked in Morgan Stanley's Investment Consulting and Equity Research departments. He holds a bachelor’s degree in Finance, graduating cum laude from Louisiana State University. Benjamin’s expertise centers on retirement planning and the development, implementation, and management of client investment portfolios. His investment focus includes fixed income securities, both taxable and tax-exempt, individual equities, and structured investments. He works with clients in the greater New Orleans area as well as across the country, helping them with retirement income, college education planning, executive compensation, family wealth management, liquidity management, portfolio management, tax minimization, and managing new wealth. Benjamin holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Benjamin enjoys boating, cooking, fishing, football, golfing, music, traveling, and spending time with his family. He resides in Covington with his wife Kristin and their daughters Lily and Anna Claire.
Tyler G
CFP®, Series 66
Covington, LA
Edward Jones
Kevin K
ChFC®, Series 63
Abita Springs, LA
KLK Capital Wealth Advisors LLC
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