Andre Theriot
  Senior Financial Advisor
  Managing Principal
 

With over 27 years of experience in financial services, I am dedicated to helping individuals, business owners and foundations meet their financial goals by developing investment plans around their long-term goals and risk tolerance.

I began my career with Merrill Lynch in 1989 as an Investment Representative. In 1995 I joined A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors, in Hammond, LA.  In 2011 I transitioned to Wells Fargo Advisors Financial Network and serve as Managing Principal of our Hammond office.

I have a Bachelor of Science degree in Business Administration/Finance from LSU. In addition I successfully completed the Institute on Comparative Political and Economic Systems program through Georgetown University in summer of 1982.

Registrations and Licenses

  • Series 7 – General Securities Representative
  • Series 9 & 10 – General Securities Sales Supervisor
  • Series 63 – Uniform Securities Agent State Law Exam
  • Series 65 – Investment Advisory Agent
  • Life and Health Insurance Licensed
  • Variable Annuity Licensed

Services

  • Wealth Management
  • Retirement Asset accumulation and distribution services
  • Estate Planning Strategies

Honors & Recognition

Former Hammond Rotary Club President, Rotarian of the Year and Paul Harris Fellow

Selected Five Star Wealth Advisor for the New Orleans Metro Region, 2013, 2014, 2015. This survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the New Orleans area and evaluated the nominees based on 10 objective criteriaincluding client retention rates, client assets administered, firm review and favorable regulatory and compliant history. Five Star Wealth Managers represents less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager’s future performance. For more information: See http://www.fivestarprofessional.com/wm program

Away from the office

Andre spends his free time with his wife of 25+ years Annette who recently retired from dentistry along with children, Alexis (19) and Alex (17). He enjoys golf, gardening and traveling with family. He also considers himself an avid sports car enthusiast.Andre lives in Hammond, LA, and has been active in several community organizations over the years. Currently he serves on the Holy Ghost Catholic Church Finance Council.

 

 Tom Mougey
 Senior Financial Advisor
 

With over 30 years experience in Financial Services, I am dedicated to helping individuals and business owners meet their financial needs by developing plans around their goals and risk tolerance.  My extensive experience – throughout major shifts in the markets – enables me to help clients structure portfolios with balance.

I began my career in Financial Services with A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors in Hammond, LA.  In 2011, my opportunity changed to Wells Fargo Advisors Financial Network.

 

I have a Bachelor of Science Degree in Business Administration from Southern Methodist University in Dallas, Texas. 

Registrations and Licenses

  • Series 7 – General Securities Representative
  • Series 9 & 10 – General Securities Sales Supervisor
  • Series 66 – Uniform Combined State Law Exam
  • Life Insurance Licensed
  • Variable & Fixed Annuity licensed

I have been active on the board of Child Advocacy Services.  Away from work, I enjoy time with my wife of 35 years, Debbie, a school teacher.  We have two children, Anne and John, and our newest family addition is our granddaughter, Rowan.  I enjoy traveling and attending music events with friends & family.

 


Lisa Schillace McMillion
Branch Administrator

Lisa McMillion entered the financial services industry in 2007 when she joined A.G. Edwards & Sons as a Financial Associate.  During her first year of employment, Lisa expanded her studies and received her FINRA Series 7 and 66 securities registrations.  In 2008, A.G. Edwards & Sons was acquired by Wachovia Securities, a predecessor firm of Wells Fargo Advisors. 

As Branch Administrator, Lisa assists Andre Theriot, Managing Principal, and Tom Mougey, Senior Financial Advisor, with administrative activities including account setup/maintenance, trading support and client-relationship building.  Lisa is the first line of contact with our clients and she provides unparalleled attention to service, detail and client satisfaction. 

Lisa is a long time resident of Hammond, Louisiana.  She received her Bachelor’s Degree in Finance from Southeastern Louisiana University.  Outside of the office, Lisa spends her free time with her husband, Brian, and their two beautiful daughters, Gracie Annabelle and Layla Annalise.  Living a healthy, active lifestyle is Lisa’s biggest passion.  She dedicates much of her time to daily workouts including fitness classes, running, swimming & cycling.  Lisa completed her first marathon in 2013 and months later successfully completed her first triathlon.