Laveer Wealth Management

Laveer means "to sail against the wind”, which emulates our purpose of helping our clients as they navigate the potential "head winds" of life. We are committed to serving clients with a vivid clarity of purpose. Our team's mission is to help clients meet four very specific objectives which are to: accumulate, protect, enjoy and transfer their wealth.

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    Laveer Wealth Management: An Ameriprise advisory practice serving the Shreveport, LA area.
    Laveer Wealth Management: An Ameriprise advisory practice serving the Shreveport, LA area.

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    Advisors

    Kevin Murphy, Private Wealth Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Kevin Murphy

    CFP®

    Private Wealth Advisor

    Managing Partner of Laveer Wealth Management
    Visit Kevin Murphy's website
    Timothy Bruce Crain, Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Timothy Bruce Crain

    CFP®, BFA, CRPC, AAMS, CLTC®

    Financial Advisor

    Managing Partner of Laveer Wealth Management
    Visit Timothy Bruce Crain's website
    Christopher Murphy, Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Christopher Murphy

    BFA, CRPC, APMA

    Financial Advisor

    Visit Christopher Murphy's website
    Tanner Murphy, Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Tanner Murphy

    CFA®, CFP®, CRPC, CLTC®

    Financial Advisor

    Visit Tanner Murphy's website
    Sharon Martin, Associate Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Sharon Martin

    Associate Financial Advisor

    Visit Sharon Martin's website
    Jennifer Floyd, Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Jennifer Floyd

    CRPC

    Financial Advisor

    Visit Jennifer Floyd's website
    Connie Kittrell, Associate Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Connie Kittrell

    Associate Financial Advisor

    Visit Connie Kittrell's website
    Hunter Crain, Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Hunter Crain

    MBA

    Financial Advisor

    Visit Hunter Crain's website
    Mindy Hedgepeth Smith, Associate Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

    Mindy Hedgepeth Smith

    Associate Financial Advisor

    Visit Mindy Hedgepeth Smith's website

    Team

    Jamey Scott

    Jamey Scott

    Office Manager

    Qualifications

    • LA Life and Health Insurance Licensed

    Roles & Responsibilities

    • • Practice Operations and Efficiencies •Scheduling and Meeting Coordination •Business Processing and Submission • Client Service Follow Up • Supervisor of team and office • Supervise marketing events
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    Dee Whittington

    Dee Whittington

    Operations Specialist

    Qualifications

    • Louisiana State University Shreveport

    • Bachelor of Science

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    Nathalia Murphy

    Nathalia Murphy

    Operations Specialist

    Kristi Wagner

    Kristi Wagner

    Paraplanner

    Qualifications

    • Series 7 Licensed
    • LA Life and Health Insurance Licensed
    • LA Notary Public
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    Amy Crain

    Amy Crain

    Operations Specialist

    Kyler Burns

    Kyler Burns

    Financial Planning Assistant

    Qualifications

    • Bachelors in business administration with concentration in Management
    • Northwestern State University
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    Virginia Gleaton

    Virginia Gleaton

    Client Service Coordinator

    Kathy Bryant

    Kathy Bryant

    Client Service Specialist

    Linda Abee

    Linda Abee

    Client Service Specialist

    Jeffrey Wiener

    Jeffrey Wiener

    Client Relationship Manager

    Michala Boudreau

    Michala Boudreau

    Client Service Specialist

    Aria Brown

    Aria Brown

    Client Service Specialist

    Lisa Black

    Lisa Black

    Client Service Specialist

    Kendall Wilson

    Kendall Wilson

    Client Service Specialist