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Explore Our Approach to Wealth

About Us

Our Approach to Wealth

Wealth is more than money—it’s your life’s work

Our wealth team is dedicated to preserving, protecting, and growing your wealth so that all your hard work becomes a lasting legacy.

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What’s your Goal?

I want to

Retirement planning is financial planning

Enjoying a comfortable retirement takes a broader financial and wealth management strategy.

  • Balancing market-dependent investments
  • Managing risk in your portfolio
  • Securing future income streams

FINANCIAL & RETIREMENT PLANNING

Retired couple enjoying tennis in their free time thanks to good retirement planning

Investment portfolios that align with your goals

To ensure your wealth is working as hard as it can to achieve your goals, we design portfolios that include:

  • A personalized, long-term vision
  • Risk management to protect your assets
  • Regular portfolio reviews to keep you up to date

HANCOCK WHITNEY ASSET MANAGEMENT

Investment clients meet with their financial planner

Lending solutions customized to your needs

Get liquidity to satisfy your short-term needs without disrupting your long-term financial planning.

  • Our Private Banking Preferred Line of Credit
  • Loans secured by marketable securities
  • Residential home financing

PRIVATE BANKING

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How much do you really need to save?

The cost of four years of college now runs between $100,000 and $300,000. Our private bankers can talk you through the intricacies of savings options.

  • 529 plans
  • Educational savings bonds
  • CDs

PRIVATE BANKING

New graduate celebrating with the parents who helped him save for college

Start a new chapter with business exit planning

We assemble teams of professionals to help you through the business succession process.

  • Review your financial plan
  • Conduct an informal business valuation
  • Identify any funding gaps

BUSINESS EXIT PLANNING

Business owner meeting to discuss her exit strategy

It takes a team effort to leave a financial legacy

We’ll assemble a family wealth management team that will help ensure the wealth you’ve built can continue to grow for generations to come.

  • Private banker
  • Trust advisor and investment manager
  • Your trusted advisors, including your CPAs and attorneys

GENERATIONAL & FAMILY WEALTH

Father taking first step in financial planning

Three ways we partner with our clients

Gold Services

​​Up to $1 million in investable assets

Hancock Whitney Financial Consultants have the flexibility to adapt and align your goals with what’s happening in the market.

  • Comprehensive financial planning
  • Investment management
  • Retirement planning
  • Insurance and protection 

 

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Platinum Services

$1–$3 million in investable assets

Your private banker will lead a team of professionals to help you protect and grow the wealth you’ve built.

  • Financial and retirement planning
  • Investment management
  • Income strategies
  • Lending

 

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Titanium Services

$3 million+ in investable assets

A dedicated team of subject matter specialists will help you design a legacy that will leave a lasting impact on your family.

  • Complex estate planning
  • Specialized investments
  • Tax-efficient investing
  • Charitable planning
 

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What you get when you work with us

 
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A personal relationship you can rely on

Your private banker will take the time to get to know you and truly understand your financial dreams. They’ll also connect you with the other professionals and specialists your unique situation requires.

 
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Your own dedicated wealth team

As your wealth grows, your financial needs become more complex. Our wealth advisors, trust advisors, and portfolio managers work together to make sure nothing stands in the way of achieving your financial dreams.

 
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Knowledge you can actually access

Our experience and comprehensive range of services can’t be matched by an independent advisor. And unlike the big national firms, our subject matter specialists will work directly with you. 

 
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A bank you know and trust

For over 125 years, Hancock Whitney Bank has been committed to helping families build, protect, and preserve financial legacies that leave a lasting impact.

 

Sound like a good fit for you and your family?

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Let’s build a team around your dreams

Tell us a little about yourself, and a member of our wealth team will get back to you.

Why Hancock Whitney? Your dreams can’t wait.

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Call 1-800-651-9227

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

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Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure.

Check the background of this investment professional on FINRA’s BrokerCheck

Located at: Hancock Whitney Financial Consultants, 525 Florida Avenue SW, Denham Springs, LA 70726, 1-800-385-4188

Hancock Whitney Financial Consultants is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Hancock Whitney Bank where investment services are offered or Hancock Whitney Corporation. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

Hancock Whitney Bank Offers investment products, which may include asset management accounts, as part of its wealth Management Services. Hancock Whitney Bank is a wholly owned subsidiary of Hancock Whitney Corporation.

Trust and Estate services are provided by Hancock Whitney Bank. Hancock Whitey Bank is a wholly owned subsidiary of Hancock Whitney Corporation.

Investment and Insurance Products:

Hancock Whitney Bank, Member FDIC.