Proverbi Capital Advisors, LLC

Eric Lutton is a CFA® charterholder based in Boca Raton, FL, with 14 years of industry experience. He is the sole advisor at Proverbi Capital Advisors, LLC, having previously worked for 11 years at Sound Income Strategies, LLC. Proverbi Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs based on fundamental and cyclical analysis, managing approximately $14.4 million across about 110 client relationships without requiring a minimum account size.

Andrea Hall is a financial advisor at Proverbi Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Big Financial Services, and Arbor Financial Services. Outside of her advisory work, Hall is also active as a licensed real estate agent with Waves Realty. Proverbi Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $14.4 million across about 110 client relationships, tailoring investment programs to each client’s goals and risk tolerance using fundamental and cyclical analysis.

Drew Pelton is a financial advisor with Proverbi Capital Advisors, LLC in Baton Rouge, LA, holding the ChFC® designation and Series 63 and 65 licenses, with 11 years of industry experience. His prior roles include leadership positions at several firms, including Sound Income Strategies, LLC and Tax & Retirement Solutions, Inc. He hosts a radio show, Your MRL with Drew Pelton, as a content creator. Proverbi Capital Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, employing fundamental and cyclical analysis with regular portfolio reviews and rebalancing.

Lance Mc Cartney is a financial advisor at Proverbi Capital Advisors, LLC in Baton Rouge, LA, holding a Series 65 designation with several years of experience across multiple firms including Tax & Retirement Solutions, Inc. and State Farm agencies. He has also worked as a full-time student from 2016 to 2019. Proverbi Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and charitable organizations, managing approximately $14.4 million across about 110 client relationships. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, using fundamental and cyclical analysis and offering quarterly reviews with rebalancing and tax-loss harvesting.