EGP Wealth Management, LLC

Joe Kersey is a financial advisor at EGP Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Edward Jones, Infinidat, and IBM. In addition to his advisory role, he is an independent licensed insurance agent in multiple states, focusing on life, health, annuities, and mutual fund business. EGP Wealth Management serves individuals, pension and profit-sharing plans, and businesses by providing portfolio management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary management with an investment approach that includes model portfolios, rebalancing, and long-term strategies based on diversification principles.

Colin Gorman is a financial advisor at EGP Wealth Management, LLC with 21 years of industry experience. He holds the PFS™ and Series 66 designations. His prior roles include positions at 1st Global Advisors, Inc and Jerry Gorman & Associates. Outside of his advisory work, Gorman serves as Junior Vice Commander for the Marine Corps League, Sid McMath Detachment, and participates on the finance committee of First United Methodist Church. EGP Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and businesses. The firm provides portfolio management, financial planning, and pension consulting, offering both discretionary and non-discretionary management tailored to client objectives.

Lindsey Baker is a financial advisor at EGP Wealth Management, LLC in North Little Rock, AR, with 10 years of industry experience. She holds a Series 66 designation and has been with EGP Wealth Management since 2016. In addition to her advisory role, Baker is a partner at EGP, PLLC, an accounting firm, and is a licensed insurance agent offering life, disability, and long-term care insurance. EGP Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and businesses. The firm provides portfolio management, financial planning, and pension consulting, with investment advice tailored to client objectives and a focus on diversification and long-term strategies.

Angela Frazier is a financial advisor at EGP Wealth Management, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at 1st Global Advisors, Inc and 1st Global Capital Corp prior to joining EGP. In addition to her advisory role, she is a partner at EGP, PLLC, an accounting firm. EGP Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by providing portfolio management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary management, tailoring investment advice to client objectives with an emphasis on diversification and long-term strategies.