Charlotte Willis, Financial Advisor located in Port Allen, LA

Financial Advisor
Charlotte B Willis

AAMS®
1670 Beaulieu Lane, Suite A, Port Allen, LA 70767opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Fishing
  • Traveling

Team Members

  • Debbie Reed
    Sr. Branch Office Administrator
  • Jessica Johnson
    Sr. Branch Office Administrator
    FPQP®
  • Kristy Favrot
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(225) 749-7707

Fax

(888) 730-9124

Office Address

1670 Beaulieu Lane
Suite A
Port Allen, LA 70767opens in a new window

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