Advisors at this firm
Jeffrey M
Series 63, Series 65
Shreveport, LA
Lees Monsour Group
Jeffrey Monsour is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Stephens Inc. from 2014 to 2022 before joining his current firm. Monsour is the sole owner of Catahoula Club, LLC, a hunting land investment outside of his advisory role. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a primarily long-term investment approach using a combination of individual equities, ETFs, bonds, and mutual funds, managing roughly $681 million with a small advisory team.
Vickie C
Series 63
Shreveport, LA
Lees Monsour Group
Vickie Chrisman is a financial advisor with Lees Monsour Group, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stephens Inc. for eight years before joining LMG Wealth Partners, LLC in 2022. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach, customizing portfolios with individual equities, ETFs, bonds, and mutual funds, while utilizing both fundamental and technical analysis.
Samuel L
Series 63, Series 65
Shreveport, LA
Lees Monsour Group
Samuel Lees is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Stephens Inc for eight years before joining LMG Wealth Partners, LLC. Outside of his advisory work, he is a 33% owner of Lloyds of Sophia, LLC, a limousine service unrelated to his financial activities. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a long-term investment approach using customized portfolios with equities, ETFs, bonds, and mutual funds, managing approximately $681 million with a small advisory team.
