https://www.watersparkerson.com/our-services daily 0.75 2020-11-29 https://www.watersparkerson.com/about daily 0.75 2020-11-29 https://www.watersparkerson.com/our-team daily 0.75 2025-02-13 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607049498663-WRYA245657WSK4S9VTHV/WATERS-PARKERSON_47.jpg Our Team https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607047326089-CHF6JRGMXFN1HOX8ESB6/WATERS-PARKERSON-UPDATE_109.jpg Our Team https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607048676471-YSO80TR2D3P3KY682K5J/WATERS-PARKERSON_44.jpg Our Team https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607047468773-UY785I0VUBEAE6414D5B/WATERS-PARKERSON_58.jpg Our Team https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607047307716-5MPXOH631GFW3QQTOBLU/WATERS-PARKERSON-UPDATE_120.jpg Our Team https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/27b88dbd-ee9f-4aa2-8ddc-b402214c796f/WATERS-PARKERSON_610-Todd.JPG Our Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/538cc942-6a9e-4a22-afe6-78f664d7ba51/Anne-kock.jpg Our Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607049003671-N1NJDMP7ZZIDI4YORAP8/WATERS-PARKERSON-UPDATE_111-%281%29.jpg Our Team https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607048753207-NXDIM6T9DA4HZQFW46SK/WATERS-PARKERSON_43.jpg Our Team https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607049523985-OWZ55RPZ6U89R19AP17Z/WATERS-PARKERSON_56.jpg Our Team https://www.watersparkerson.com/firm-overview daily 0.75 2025-02-18 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1613582107964-3B7S75A7DA529UQKUPUS/WATERS-PARKERSON-UPDATE_200.jpg Firm Overview Using a disciplined and conservative investment approach, our team actively manages equity and fixed-income investments and provides financial planning for multi-generational clients in more than 35 states. By always putting our clients first, Waters, Parkerson & Co. has built long-lasting relationships that are the foundation of our business model. Waters, Parkerson & Co., LLC manages in excess of $2 billion in client assets. How We Are Different https://www.watersparkerson.com/our-process daily 0.75 2025-02-18 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1613582368032-C7L4OP2PYI9R12WHB5UN/WATERS-PARKERSON_40.jpg Our Process Once a financial plan, investment approach and asset allocation are agreed upon, Waters, Parkerson & Co. uses a conservative, long-term and diversified investment philosophy to build customized client investment portfolios and provide sound financial planning advice. Since each client has different financial needs, risk tolerances and portfolio goals, our advisors actively manage each client portfolio themselves seeking to deliver successful outcomes and to meet our clients’ expectations. *Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Waters, Parkerson & Co., LLC does not serve as an attorney, accountant, or insurance agent. Waters, Parkerson & Co., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Waters, Parkerson & Co., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. https://www.watersparkerson.com/home daily 0.75 2021-02-15 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607053050472-F8CK2WMM7XDQBMBOPBFC/WATERS-PARKERSON_8.jpg Home - Customized portfolio management Using a disciplined and conservative investment approach, our team actively manages equity and fixed-income investments and provides financial planning for multi-generational clients in more than 35 states. https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607025888944-FZY7S5JBTW2YRY0CB4J1/WATERS-PARKERSON_22-adj.jpg Home - Our approach is conservative, disciplined, and personalized. Located in downtown New Orleans and founded in 1933, Waters, Parkerson & Co., LLC is a fee-only, independent, employee-owned Registered Investment Advisor that specializes in personalized investment advice and financial planning for high-net-worth individuals and institutions. https://www.watersparkerson.com/contact daily 0.75 2021-03-05 https://www.watersparkerson.com/how-we-are-different daily 0.75 2025-02-13 https://www.watersparkerson.com/financial-planning daily 0.75 2025-02-13 https://www.watersparkerson.com/investment-management daily 0.75 2025-02-18 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/8d41ed3a-f650-484a-b8bc-4c1c98932d96/WATERS-PARKERSON-PORTRAIT_4.jpg Investment Management https://www.watersparkerson.com/client-portal daily 0.75 2025-02-13 https://www.watersparkerson.com/davidpointer daily 0.75 2021-02-17 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1610149468471-C282X1QH5BY761R3KE7E/WATERS-PARKERSON-UPDATE_183.jpg David Pointer - David T. Pointer Partner David received a B.B.A. from Southern Methodist University in 1981 and joined Waters, Parkerson & Co. in 1982. He has served on the Charles Schwab National Advisory Board, and is a past treasurer and Member of the Board of Directors of Lambeth House and Episcopal Housing for Seniors. David is also a past Member of the Boards of Trustees of Isidore Newman School and Trinity Episcopal School, and a past Member of the Parenting Center of Children’s Hospital Advisory Board of Directors. dpointer@watersparkerson.com 504-588-2924 https://www.watersparkerson.com/julieburlingame daily 0.75 2021-02-15 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1610151141767-YC7MHORVJ12ZK1AAUW2W/WATERS-PARKERSON-UPDATE_111-%281%29.jpg Julie Waters Burlingame - Julie Waters Burlingame Chief Compliance Officer, Fixed Income Trading Julie received a Bachelor of Business Administration with a concentration in Finance from the University of Kentucky in 1981 and joined Waters, Parkerson & Co. upon graduation. She is a past Member of the Board of Directors of Louise S. McGehee School and currently serves on the Finance Committee for Trinity Episcopal Church. jburlingame@watersparkerson.com 504-588-2726 https://www.watersparkerson.com/michaelwhealdon daily 0.75 2022-09-27 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1610150323410-CZI1NV6T3W6XO10R3TIZ/WATERS-PARKERSON-UPDATE_153.jpg Michael Whealdon - Michael B. Whealdon Partner, Member of the Investment Committee A graduate of Loyola University, Michael received his B.B.A. in 1983. Prior to joining Waters, Parkerson & Co. as an Investment Counselor in 1983, Michael worked with Continental Underwriters, Ltd. He previously served on the Board of the Metairie Club Gardens Association as President and Treasurer. He is a past Board Member of the Old Metairie Commission. Michael is a past Board Member and past Chair of the Finance Committee of Metairie Park Country Day School and Friends of Jefferson The Beautiful. He currently serves as a Board Member of the Metropolitan Crime Commission. mwhealdon@watersparkerson.com 504-588-2724 https://www.watersparkerson.com/reisseagan daily 0.75 2025-02-18 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1610150510685-YC9AIUBOFG8ZM2IZRVJQ/WATERS-PARKERSON-UPDATE_179.jpg Reiss Eagan - L. Reiss Eagan CFP®, Investment Counselor, Member of the Investment Committee Reiss graduated from Washington & Lee University in 2009 with a Bachelor of Science in Accounting. He joined Waters, Parkerson & Co. in July 2013 and has been a Certified Financial Planner (CFP)® since April 2016. Previously, Reiss was an Assistant Vice-President in the Corporate Lending Group at Whitney Bank. He is a past President of the local W&L Alumni Chapter. He is a past President and current member of the Board of Directors for Magnolia Community Services, an institution for adults with developmental disabilities. Reiss is also an active member of the New Orleans Estate Planning Council. reagan@watersparkerson.com 504-588-2912 https://www.watersparkerson.com/fee-structure daily 0.75 2021-03-05 https://www.watersparkerson.com/devinwakeman daily 0.75 2021-03-05 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1614916692768-0UJXXCZ0WQ8HBKJFFVTS/WATERS-PARKERSON-UPDATE_160.jpg Devin Wakeman - Devin J. Wakeman Co-Managing Partner, Member of the Investment Committee Devin received a Bachelor of Science in Business Administration from the University of Richmond in 2004 and a Masters of Business Administration from the University of New Orleans in 2007. He was an analyst with Marsh Inc. and a corporate lender with Whitney National Bank before joining Waters, Parkerson & Co. in 2007. Devin is a Past President of the Isidore Newman School Alumni Board and past Treasurer and Member of the Board of Directors for the Legacy Donor Foundation. He currently serves on the Board of Directors of Carrollton Boosters. dwakeman@watersparkerson.com 504-588-2923 https://www.watersparkerson.com/baldwinmontgomery daily 0.75 2021-02-15 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1610150086005-60SZTRT8VXX4CU7GO5Z8/WATERS-PARKERSON-UPDATE_171.jpg Baldwin Montgomery - J. Baldwin Montgomery CFA, Co-Managing Partner, Member of the Investment Committee Baldwin is a 1998 graduate of the University of Mississippi where he received his B.B.A and is a CFA Charterholder. He was a corporate lender with Whitney National Bank before joining Waters, Parkerson & Co. in 2001. Baldwin is a member of the CFA Institute and is a Past President of the CFA Society of Louisiana. He is a past Treasurer and Member of the Board of Trustees of Louise S. McGehee School. bmontgomery@watersparkerson.com 504-588-2913 https://www.watersparkerson.com/peggycaputo daily 0.75 2021-02-17 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1613584948291-MVGT2H44FU2K86IC8LJ3/peggy.jpg Peggy Caputo - Peggy Caputo Client Services Peggy graduated from the University of Mississippi in 1983 where she earned a Bachelor of Accountancy degree. She lived in Chicago for 10 years while working for the Institute of Real Estate Management® as their Executive Officer Liaison. In 1992 she and her family moved back to New Orleans, where she worked for First NBC/Bank One/JPMorgan in various roles for 25 years. Peggy joined Waters, Parkerson & Co. in 2017. pcaputo@watersparkerson.com 504-588-2915 https://www.watersparkerson.com/home-2 daily 1.0 2025-02-18 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607025888944-FZY7S5JBTW2YRY0CB4J1/WATERS-PARKERSON_22-adj.jpg home - Our approach is conservative, disciplined, and personalized. Located in downtown New Orleans and founded in 1933, Waters, Parkerson & Co., LLC is a fee-only, independent, employee-owned Registered Investment Advisor that specializes in personalized investment advice and financial planning for high-net-worth individuals and institutions. Firm Overview https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1607053050472-F8CK2WMM7XDQBMBOPBFC/WATERS-PARKERSON_8.jpg home - Customized portfolio management Using a disciplined and conservative investment approach, our team actively manages equity and fixed-income investments and provides financial planning for multi-generational clients in more than 35 states. Our Process https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1610124834523-QUTV5WX4NV16D9KYFLZ3/DSC_4474.jpg home https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1610143323939-2OMD4734MBNE6SXYQ66E/WATERS-PARKERSON-UPDATE_148.jpg home https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1c1f6523-516f-4792-9f13-8ab9a779aba7/WATERS-PARKERSON_64.jpg home https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/c1c6ef0d-02d0-4f1e-b2c6-944abddd3932/DSC_4488.jpg home https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/014bdcd8-79eb-457b-8b19-0b7ce6ea8046/WATERS-PARKERSON-UPDATE_170.jpg home https://www.watersparkerson.com/carmaosullivan daily 0.75 2021-02-17 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1613585013859-J0PMVGJML6RC5Y5420QB/carma.jpg Carma O’Sullivan - Carma O’Sullivan Client Services Carma graduated from Virginia Tech with a Bachelor of Science in Fashion Merchandising and Design. She was an Investment Professional with J. P. Morgan’s Private Bank for ten years and a Sales Associate with Wells Fargo Wealth Management for ten years. She joined Waters, Parkerson & Co. in July of 2020. cosullivan@watersparkerson.com 504-588-2916 https://www.watersparkerson.com/nancy-muery daily 0.75 2021-03-10 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/1614917757392-58Y2GCU6IY1N3474YHHS/muery.jpg Nancy Meury - Nancy Patrick Muery Client Services Nancy graduated from Louisiana State University in 1974 with a Bachelor of Arts in Business Education. She was Manager of the Pension Administration Department from August 1975 until November 1980. From December 1980 to June 2000 she served as Manager of Client Services with JMC Capital Management. She rejoined Waters, Parkerson & Co. in June 2000. npatrick@watersparkerson.com https://www.watersparkerson.com/toddjohnson daily 0.75 2024-11-11 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/0bd5f09c-1f5a-43c7-bbd4-200e06dab64f/WATERS-PARKERSON_614-web.jpg Todd Johnson - Todd Johnson CFP®, Investment Counselor, Member of the Investment Committee Todd received a Bachelor of Science in Business Administration from the University of Alabama in 2015 and a Master of Business Administration from Loyola University New Orleans in 2020. He joined Waters, Parkerson & Co. in August 2021 and has been a Certified Financial Planner (CFP)® since June 2024. Prior to joining the firm, Todd was an Assistant Vice President in the Private Banking Group at Iberia Bank. He currently serves on the Junior Executive Board for American Cancer Society’s local chapter. Todd is also an active member of the New Orleans Estate Planning Council. tjohnson@watersparkerson.com 504-588-2916 https://www.watersparkerson.com/anne-kock1 daily 0.75 2024-01-25 https://images.squarespace-cdn.com/content/v1/5fc3b67daffbf90a66fbfa2a/e538c8a4-8de9-4009-bf14-8a349e246fee/Anne-kock2.jpg Anne Kock - Anne Kock Client Services Anne received a Bachelor of Arts in English from the University of Virginia in 2013. Prior to joining Waters, Parkerson & Co. in 2023, Anne was a commercial portfolio manager with First Horizon Bank. She is a current Member of the Board of Trustees of Louise S. McGehee School. akock@watersparkerson.com 504-581-2022