Waters, Parkerson & Co., LLC

Todd Johnson is a financial advisor at Waters, Parkerson & Co., LLC in New Orleans, LA, holding a Series 65 designation with four years of industry experience. He previously worked at IberiaBank from 2015 to 2021 before joining his current firm in 2021. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis with long- and short-term strategies across various asset classes and offers additional consulting on estate, tax, and insurance matters as well as trustee services.

Jonathan Montgomery is a CFA® charterholder with 22 years of industry experience. He has been with Waters, Parkerson & Co., LLC since 2001. The firm provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. Waters, Parkerson employs fundamental analysis and a mix of long- and short-term strategies across multiple asset classes while treating cash as an asset for defensive positioning.

Lee Eagan is a CFP® with 12 years of experience in financial advising, currently serving at Waters, Parkerson & Co., LLC since 2013. He holds a Series 65 license and is based in New Orleans, LA. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis with long- and short-term strategies across multiple asset classes and offers additional consulting on estate, tax, and insurance matters along with trustee services.

Michael Whealdon is a financial advisor at Waters, Parkerson & Co., LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Waters, Parkerson & Co., Inc. since 1983. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm’s investment approach combines fundamental analysis with long- and short-term strategies across multiple asset classes, including equities, fixed income, mutual funds, and ETFs, while treating cash as an asset class for defensive positioning.

Devin Wakeman is a financial advisor with Waters, Parkerson & Co., LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Waters, Parkerson & Co., Inc. since 2007. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis with both long- and short-term strategies across multiple asset classes and offers additional services such as estate, tax, and insurance consulting, as well as trustee services.

David Pointer is a financial advisor at Waters, Parkerson & Co., LLC with 34 years of industry experience. He has been with Waters, Parkerson & Co., Inc. since 1982. He holds the Series 63 and Series 65 designations. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis and a mix of long- and short-term strategies across multiple asset classes, while also offering related consulting on estate, tax, and insurance matters as well as trustee services.