BankPlus Wealth Advisors

Spencer Pipitone is a CFA® charterholder and Series 65 registered advisor with eight years of experience, currently serving at BankPlus Wealth Advisors since 2018. Prior to this, he worked at CSpire and Sal & Mookies. He holds board positions with the Boys and Girls Club of Central Mississippi, the Phoenix Club of Jackson, and the CFA Society of Mississippi. BankPlus Wealth Advisors provides portfolio management and model-portfolio services to individuals, families, corporations, foundations, and endowments. The firm combines in-house fundamental research with active equity and fixed-income management and offers a digital advisory platform using risk-based, diversified model portfolios.

Julia Ott is a financial advisor at BankPlus Wealth Advisors in Jackson, MS, with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with BankPlus since 2013. BankPlus Wealth Advisors serves individuals, families, corporations, foundations, and endowments, offering discretionary and non-discretionary portfolio management along with model-portfolio services. The firm emphasizes in-house fundamental research and active, long-term equity and fixed-income management, and also utilizes selected third-party money managers and a digital advisory platform.

Patti Daly is a Series 65-licensed financial advisor with BankPlus Wealth Advisors in Jackson, MS, where she has worked since 2020. She has five years of industry experience and has been with the broader BankPlus organization since 2012. BankPlus Wealth Management provides advisory services to individuals, families, corporations, foundations, and endowments, offering both discretionary and non-discretionary portfolio management along with model-portfolio services. The firm combines fundamental research and active management with digital advisory solutions, managing approximately $186 million across 492 client relationships.

Andrew Hoeniges is a CFA® charterholder with six years of industry experience. He has worked at BankPlus Wealth Advisors since 2019 and previously held roles at the Public Employees’ Retirement System of Mississippi and Guaranty Bank & Trust. He serves as Treasurer for the CFA Society of Mississippi, providing monthly bookkeeping services. BankPlus Wealth Advisors manages portfolios for individuals, families, corporations, foundations, and endowments through both discretionary and non-discretionary services. The firm combines in-house fundamental research with active equity and fixed-income management and offers a digital advisory platform that uses risk-based, diversified model portfolios.

Maeve Beard is a Series 66-credentialed financial advisor with nine years of industry experience. She has worked at Pinnacle Trust from 2010 to 2021 and has been with BankPlus Wealth Advisors since 2021. BankPlus Wealth Advisors serves individuals, families, corporations, foundations, and endowments with discretionary and non-discretionary portfolio management and model-portfolio services. The firm combines in-house fundamental research and active management with a digital advisory platform, offering a range of strategies that include both traditional and automated investment approaches.

Matthew La Rochelle is a financial advisor with BankPlus Wealth Advisors in Jackson, MS, holding a Series 66 designation and five years of industry experience. Prior to joining BankPlus Wealth Advisors, he worked at First Command and served in the Department of the Air Force. He is also a Maritime Enforcement Specialist in the United States Coast Guard Reserve, where he has served since 2012. BankPlus Wealth Advisors provides advisory services to individuals, families, corporations, foundations, and endowments, managing approximately $186 million across 492 client relationships. The firm emphasizes in-house fundamental research and active, long-term equity and fixed-income management, alongside a digital advisory platform that offers risk-based, diversified model portfolios.

Earl Laird is a financial advisor with BankPlus Wealth Advisors in Jackson, MS, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with BankPlus Wealth Advisors since 2020 and previously spent five years at LPL Financial. He has also been affiliated with BankPlus since 2015. BankPlus Wealth Advisors serves individuals, families, corporations, foundations, and endowments, managing approximately $186 million across 492 client relationships. The firm combines in-house fundamental research and active equity and fixed-income management with model portfolios and a digital advisory platform, operating as an advisory affiliate of a state banking corporation.

Nathan Lucas is a financial advisor with BankPlus Wealth Advisors in Jackson, MS, holding a Series 66 designation and over 13 years of industry experience. He has worked at BankPlus since 2012, including eight years at LPL Financial LLC before joining BankPlus Wealth Advisors in 2020. BankPlus Wealth Advisors serves individuals, families, corporations, foundations, and endowments, offering both discretionary and non-discretionary portfolio management alongside model-portfolio services. The firm combines active, long-term equity and fixed-income management with risk-based, diversified model portfolios delivered through a digital advisory platform, operating as an advisory affiliate wholly owned by a state banking corporation.

Tony Edwards is a CFA® and PFS™ credentialed advisor with 13 years of industry experience, currently serving at BankPlus Wealth Advisors since 2014. He has been affiliated with BankPlus since 2002. Outside of his advisory role, he serves as Treasurer for the Chaine De Rotisseurs, a fraternal organization. BankPlus Wealth Advisors provides advisory services to individuals, families, corporations, foundations, and endowments, managing discretionary and non-discretionary portfolios with an emphasis on active, long-term equity and fixed-income management supported by in-house research. The firm also offers a digital advisory platform delivering risk-based, diversified model portfolios informed by Modern Portfolio Theory.

Jeffrey Lohmeier is a financial advisor with BankPlus Wealth Advisors in Jackson, MS, holding a Series 66 designation and 22 years of industry experience. His career includes roles at LPL Financial LLC from 2007 to 2020 and ongoing service with BankPlus since 2003. BankPlus Wealth Advisors provides advisory services to individuals, families, corporations, foundations, and endowments, offering both discretionary and non-discretionary portfolio management. The firm employs an investment approach centered on in-house fundamental research and active management of equity and fixed-income portfolios, complemented by a digital advisory platform that uses risk-based, diversified model portfolios.

James Clark is a CFP® and CFA® with 15 years of industry experience. He has been with BankPlus Wealth Advisors since 2019 and has worked at BankPlus since 2006. Outside of his advisory role, he serves as a member of the Board of Managers for a real estate investment partnership on behalf of an estate. BankPlus Wealth Advisors provides portfolio management and model-portfolio services to individuals, families, corporations, foundations, and endowments. The firm employs an investment approach focused on in-house fundamental research and active, long-term equity and fixed-income management, and it operates both traditional discretionary management and a digital advisory platform.

Robert Bruner is a financial advisor with BankPlus Wealth Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at BlackRock Investments and JPMorgan Investment Management. Outside of his advisory work, he has contributed to the development of a recreational vehicle iOS application through Spot2Nite Inc. BankPlus Wealth Advisors serves individuals, families, corporations, foundations, and endowments with discretionary and non-discretionary portfolio management and model-portfolio services. The firm combines in-house fundamental research and active management of equities and fixed income with allocations to selected third-party managers, alongside a digital advisory platform offering risk-based model portfolios.