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Jason L. Adams
ASSISTANT VICE PRESIDENT PORTFOLIO MANAGEMENT ASSOCIATE
t Provides administrative oversight and management of accounts to help achieve client goals
t Helps implement and manage investment strategies for individuals, families, and institutional investors
t 15 years of industry experience
t M.B.A., Stephen F. Austin University
t Bachelor’s degree in business administration, Stephen F. Austin University
Scott E. Salvail
ASSISTANT VICE PRESIDENT WEALTH MANAGEMENT ASSOCIATE
t Coordinates a customized, client-driven financial planning process according to direction provided by the senior partners
t Contacts clients regarding account updates, emerging financial trends, and market outlook
t Assists corporate clients and their employees with ongoing servicing and oversight of retirement plans
t Bachelor’s degree in economics and business administration, Louisiana State University