Laveer Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Laveer Wealth Management
Team photo for Laveer Wealth Management

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Advisors

Kevin Murphy

CFP®

Private Wealth Advisor

Managing Partner of Laveer Wealth Management
Visit Kevin Murphy's website

Timothy Bruce Crain

CFP®, BFA, CRPC, AAMS, CLTC®

Financial Advisor

Managing Partner of Laveer Wealth Management
Visit Timothy Bruce Crain's website

Tanner Murphy

CFA®, CFP®, CRPC, CLTC®

Financial Advisor

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Christopher Murphy

BFA

Financial Advisor

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Hunter Crain

MBA, BFA

Financial Advisor

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Jennifer Floyd

CRPC

Financial Advisor

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Sharon Martin

Associate Financial Advisor

Operations Manager
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Connie Kittrell

Associate Financial Advisor

Visit Connie Kittrell's website

Mindy Hedgepeth Smith

Associate Financial Advisor

Visit Mindy Hedgepeth Smith's website


Team

Amy Crain

Amy Crain

Operations Specialist

Anna Chambers

Anna Chambers

Operations Specialist

Dawn Lemon

Dawn Lemon

Administrative Assistant

Dee Whittington

Dee Whittington

Operations Specialist

Qualifications

  • Louisiana State University Shreveport

  • Bachelor of Science

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Emily Willis

Emily Willis

Administrative Assistant

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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Jeffrey Wiener

Jeffrey Wiener

Client Relationship Manager

Kathy Bryant

Kathy Bryant

Client Concierge

Kristi Wagner

Kristi Wagner

Paraplanner

Qualifications

  • Series 7 Licensed
  • LA Life and Health Insurance Licensed
  • LA Notary Public
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Kyler Burns

Kyler Burns

Client Service Specialist

Qualifications

  • Bachelors in business administration
  • Northwestern State University
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Linda Abee

Linda Abee

Administrative Assistant

Michala Boudreau

Michala Boudreau

Client Service Specialist

Nathalia Murphy

Nathalia Murphy

Operations Specialist

Virginia Gleaton

Virginia Gleaton

Client Relationship Manager

Patrick Bacon

Patrick Bacon

Paraplanner

Qualifications

  • Bachelor of Arts, Psychology, Bachelor of Arts, General Studies, Business administration, Louisiana Tech University, Series 7, Series 66, Series 9

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