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.
What’s your Goal?
I want to
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
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
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
What you get when you work with us
Why Hancock Whitney? Your dreams can’t wait.
Call 800-651-9227
For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
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:
| NO BANK GUARANTEE | NOT A DEPOSIT | MAY LOSE VALUE | NOT FDIC INSURED |
| NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | |||