Advisors at this firm
Jeremy P
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
Jeremy Pendergrass is a financial advisor at Meriwether Wealth & Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Argent Advisors, Inc. and Riverstone Software prior to joining Meriwether Wealth & Planning in 2021. Outside of his advisory role, he owns Pendergrass Management, LLC, a coaching and consulting firm serving business and nonprofit leaders. Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios with a combination of direct management, outside managers, and various investment vehicles.
John C
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
John Cristler is a financial advisor at Meriwether Wealth & Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Crossmark Management Group and in educational roles at Louisiana Tech University and North Desoto High School. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets with a combination of direct management and outside managers.
Tracy C
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with four years of industry experience. Prior to joining Meriwether Wealth & Planning in 2021, Campbell worked at b1BANK for seven years. Outside of advising, Campbell is the owner of TLC Self Storage LLC and operates as a vendor at two local antique malls. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $263 million in discretionary assets with a multi-faceted investment approach that includes direct management and third-party managers.
Mark G
CFP®
Minden, LA
Meriwether Wealth & Planning, LLC
Mark Green is a CFP® professional at Meriwether Wealth & Planning, LLC with one year of industry experience. Prior to joining Meriwether Wealth & Planning, he worked in physical therapy roles at Sports Orthopedic & Spine Therapy, Concentra Physical Therapy, and University Health. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets.
Andrew P
CFP®, Series 66
Minden, LA
Meriwether Wealth & Planning, LLC
Andrew Pendergrass is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Meriwether Wealth & Planning, LLC since 2021 and previously held roles at Argent Trust Company, Argent Advisors, Inc., and LPL Financial. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and consulting, using a combination of model allocations and individualized recommendations across a variety of investment vehicles.
