Advisors at this firm
Jill K
Series 65
Baton Rouge, LA
HTB Wealth Advisors, LLC
Jill Kindler is an investment advisor at HTB Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has been a partner at Hannis T. Bourgeois, LLP, a CPA firm specializing in business valuation, litigation consulting, and estate and trust taxes, since 2012. She also serves as a board member of Feliciana Bancshares, LLC, a community bank. HTB Wealth Advisors provides investment advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, offering discretionary managed accounts, asset-allocation programs, and retirement plan consulting. The firm collaborates closely with its affiliated CPA firm to coordinate tax and advisory services and typically delegates portfolio implementation to independent managers while overseeing client suitability and communication.
Ronald G
Series 65
Baton Rouge, LA
HTB Wealth Advisors, LLC
Ronald Gagnet is an investment advisor with HTB Wealth Advisors, LLC and holds a Series 65 credential. He has over 40 years of experience as a partner at Hannis T. Bourgeois, LLP, a CPA firm in Baton Rouge, Louisiana. HTB Wealth Advisors provides investment advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, offering discretionary managed accounts, asset-allocation programs through third-party managers, and retirement plan consulting. The firm integrates advisory and accounting services through its affiliation with Hannis T. Bourgeois, LLP, facilitating coordinated financial planning and portfolio management.
