Toby Willis, Financial Advisor

Financial Advisor
Toby S Willis

CFP®, CEPA®
1670 Beaulieu Lane, Suite A, Port Allen, LA 70767opens in a new window
Client by Referral
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Employee Stock Options
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Hunting
  • Fishing
  • Football

Team Members

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

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Phone

(225) 280-9810

Fax

(888) 730-9124

Office Address

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

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