Advisors at this firm
Andrew S
Series 65
Folsom, LA
WMS Group LLC
Andrew Stewart is a financial advisor at WMS Group LLC with six years of industry experience. He holds a Series 65 designation and has worked at WMS Group since 2019 and AMS Resources Network since 2017. He is also a licensed insurance broker for property and casualty, life, and health insurance. WMS Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and business entities. The firm manages accounts on a discretionary basis using fundamental and cyclical analysis and offers specialized services for held-away defined contribution plan participant accounts.
William S
Series 66
Folsom, LA
WMS Group LLC
William Stewart is a financial advisor with WMS Group LLC in Folsom, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has been with WMS Group LLC since 2012. Outside of his advisory role, Stewart serves as Vice President of the Miracle Children's Foundation, a nonprofit that provides iPads to children with cancer in hospitals, where he is involved in fundraising and organizing activities. WMS Group LLC offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and business entities. The firm employs a written Investment Policy Statement for each client and manages accounts on a discretionary basis, utilizing fundamental and cyclical analysis across a range of investment strategies.
