Advisors at this firm
Dorothy V
Series 65
Monroe, LA
Vines Capital Management, LLC
Dorothy Vines is a Series 65-licensed advisor at Vines Capital Management, LLC with four years of industry experience. She has worked at Vines Capital Management since 2018 and previously served at the Ouachita Parish Sheriffs Office. Outside of her advisory role, she has volunteered in nursing services since 2004. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, tailoring portfolios using fundamental analysis and modern portfolio theory with a range of investment instruments.
Kenneth V
Series 63, Series 65
Monroe, LA
Vines Capital Management, LLC
Kenneth Vines is a financial advisor with Vines Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Vines Capital Management since 2018 and previously at Summit Financial Wealth Advisors from 2015 to 2018. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and a range of investment instruments including mutual funds, ETFs, options, and margin.
Lana W
Series 65
Monroe, LA
Vines Capital Management, LLC
Lana Weant is a financial advisor at Vines Capital Management, LLC, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Woodmen Life, American Income Life, and the University of Louisiana. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations by providing discretionary portfolio management, financial planning, and pension consulting. The firm customizes portfolios using model strategies that incorporate fundamental analysis and modern portfolio theory, managing approximately $168 million in assets across a diverse client base.