Guaranty Wealth Advisory

 

Wealth Advisory Team
Team photo, back left to right: Ike Trotter – LPL Financial Advisor, Clayton Smith – Managing Director / Portfolio Manager (Private Wealth), Walker Suddath – LPL Financial Advisor Front row, left to right: Schyler Cannatella – LPL Financial Advisor (Financial Services), Amy Wheeler – Compliance & Operations Manager (Private Wealth), Alison Martello – Executive Assistant & Business Development Coord. (Private Wealth)

 
Guaranty Wealth Advisory offers a team approach to Wealth Management Services that is customized to fit your unique needs and financial situation. We seek to have long-standing relationships that span generations and strive to understand each client’s history, values and sensitive business or family issues that could affect financial goals and plans.

Whether you are seeking the services of a traditional brokerage relationship or you prefer an advisory relationship within a managed account, Guaranty Wealth Advisory can provide you with resources to help with your investment needs.  We are here to work with you to plan and prepare at each step along the way.

guaranty private wealth Guaranty Financial Services

Securities and advisory services offered through Guaranty Financial Services via a relationship with LPL Financial, member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. Guaranty Financial Services is a subsidiary of Guaranty Investment Corp., which is a wholly owned subsidiary of Guaranty Bank and Trust Company. Guaranty Financial Services, Guaranty Private Wealth, Guaranty Wealth Advisory and Guaranty Bank & Trust are not registered broker/dealers and are not affiliated with LPL Financial.

Guaranty Private Wealth is a registered investment adviser located in Ridgeland, MS. Guaranty Private Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. A copy of Guaranty Private Wealth’s current written disclosure statement discussing Guaranty Private Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov – or from Guaranty Private Wealth upon written request.

Securities and Insurance Products:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value
Not Insured by any Federal Government Agency | Not a Bank Deposit