ADG WEALTH MANAGEMENT GROUP - Key Persons
Erica is a graduate of the University of New Orleans where she obtained her Bachelor of Science degree in Business Administration. As a supporting member of the team, Erica is responsible for client administration, office technology and operations. In her free time, she enjoys spending time with her children Jacob and Leigha.
Job Titles:
- Partner, Investment Advisor Representative
John graduated from the Tulane School of Law in 1967 after completing a Business Law program. After being admitted to the Louisiana Bar, he associated with the investment firm of Howard, Weil, Labouisse, Friedrichs and Company, Inc. In 1973, having attained the position of Vice President within the firm, he chose to enter and manage a family maritime business. During the following decade, he supervised three existing corporations, and helped form several more, with international maritime partners. During these years, he managed a wide range of corporate, real estate and financial assets. In 1982, these corporations were sold. Since that time, he has been engaged in growing the assets of his clients at JDC Financial Management which at the beginning of 2010 merged with ADG Wealth Management. Group, L.L.C..
Job Titles:
- AIF, CPA ( Inactive )
- Partner, Investment Advisor Representative
- Registered Representative of Triad Advisor
Nick is a Registered Representative of Triad Advisor's LLC. and has been in the accounting and finance industry since 1999. After graduating from Louisiana State University with a Bachelor of Science in Accounting and a Master of Science in Finance, he spent three years as a Certified Public Accountant (CPA) with Ernst & Young, working on cases involving accounting fraud and lost profits. Nick then spent seven years as a senior research analyst for Southcoast Capital and Sterne Agee & Leach, developing proprietary research on stocks in the Leisure & Entertainment industry and advising hedge funds and mutual funds on trading strategies associated with the research. In mid-2009, Nick began providing financial planning and investment management services to individuals, families, and small businesses. He currently holds his Series 7, 66, 86, and 87 licenses as well as his Life & Health and Variable Insurance Licenses. Nick is also an Accredited Investment Fiduciary (AIF) and a Certified Public Accountant (CPA), though currently inactive. Nick and his wife Julie, reside in Metairie with their three sons and daughter: Nicholas, Christian, Stephen, and Kerrigan.
*Investment products and services are available only to residents of: Colorado (CO), Louisiana (LA), North Carolina (NC), and Texas (TX).
Job Titles:
- Partner, Investment Advisor Representativ
- Registered Representative of Triad Advisor
Pierre is a Registered Representative of Triad Advisor's LLC. and is committed to developing a professional long-term relationship with his clients. He specializes in retirement planning, primarily for medical professionals. Pierre began his career in the investment business in 1996, and now a partner with ADG Wealth Management, L.L.C. Pierre is a graduate from De La Salle High School and the University of New Orleans. He holds his Series 6, 7, 63, 65, Life and Health Insurance, and Variable License. Pierre has also been published in the Times Picayune Money Section, Citibusiness, and The North Shore Report. In his leisure time, Pierre enjoys hunting, exercise, cooking, and golf. He is the President of the New Orleans Chapter of "Hunters for the Hungry" and is a veteran of the U.S. Army's 82nd Airborne Division. Pierre, his wife Lessley, daughter Emily, and son Jack reside in Mandeville.
Stephanie has over 20 years experience in the financial services industry. She is responsible for overseeing the internal compliance program at ADG. Prior to joining ADG, Stephanie worked as the Director of Operations and Compliance for one of the largest RIAs in the state of Louisiana. She earned a Bachelor of Science in Finance from the University of New Orleans. Stephanie is a houseplant enthusiast who enjoys going to festivals, reading, and spending time with her husband Matt and their three daughters.