Advisors at this firm
Benjamin S
Series 66
Baton Rouge, LA
Abel Hall, LLC
Benjamin Simpson is a financial advisor at Abel Hall, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for five years. His background includes roles outside of finance, such as positions in the food service and library sectors. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management, integrated financial planning, and retirement-plan advisory services. The firm employs a holistic planning process and utilizes value-oriented and options-based strategies for select ultra-high-net-worth families.
Andrew M
Series 65
Baton Rouge, LA
Abel Hall, LLC
Andrew Miller is a financial advisor at Abel Hall, LLC in Baton Rouge, LA, holding a Series 65 designation with five years of industry experience. He has worked at Abel Hall since 2019 and previously spent five years at Brown Industries. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory services. The firm employs a holistic planning process and uses a value-oriented, options-based approach for select ultra-high-net-worth families, alongside third-party money managers and institutional mutual funds.
Sarah Ashley M
Series 65
Baton Rouge, LA
Abel Hall, LLC
Sarah Ashley Meredith is a financial advisor at Abel Hall, LLC with a Series 65 designation and two years of industry experience. She previously worked for Taylor Porter Brooks & Phillips LLP for ten years before joining Abel Hall. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm emphasizes a holistic planning process and offers specialized value-oriented and options-based investment techniques for ultra-high-net-worth families.
Catherine G
CFP®, Series 65
Baton Rouge, LA
Abel Hall, LLC
Catherine Gayle is a CFP® professional with four years of industry experience, currently serving as an advisor at Abel Hall, LLC since 2021. She previously worked at Deloitte & Touche, LLP for three years and has experience in healthcare and education sectors. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm employs a holistic planning approach and uses both traditional and options-based investment strategies tailored to clients’ needs.
Leo A
CFP®, Series 63
Baton Rouge, LA
Abel Hall, LLC
Leo Abel is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Abel Hall, LLC in Baton Rouge, LA. He previously worked at Raymond James Financial and Mutual Securities, Inc. Abel assists with his son’s music career by providing business-related consulting services. Abel Hall advises high-net-worth individuals, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with integrated financial planning and retirement plan consulting. The firm employs a holistic planning process centered on aligning goals, tax and estate considerations, and liquidity needs, and utilizes value-oriented and options-based investment techniques for select ultra-high-net-worth clients.
John E
CFP®, Series 65
Baton Rouge, LA
Abel Hall, LLC
John Ellender is a financial advisor with Abel Hall, LLC, holding a Series 65 designation and one year of industry experience. He has been with Abel Hall since 2023 and is also CEO and partner of Crosby & Ellender, a music and entertainment business. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement-plan consulting. The firm employs a holistic planning approach and uses a range of investment strategies, including value-oriented and options-based techniques for select ultra-high-net-worth families.
Andrew H
Series 63, Series 65
Baton Rouge, LA
Abel Hall, LLC
Andrew Hall is a financial advisor with Abel Hall, LLC in Baton Rouge, Louisiana. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Level Four Financial, Mutual Securities, and Raymond James Financial Services. Outside of advising, he is also involved as an insurance agent through his own firm, Andrew Philips Hall. Abel Hall, LLC serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management along with integrated financial planning and employer retirement-plan consulting. The firm uses a holistic planning approach combined with asset allocation and portfolio management strategies, including specialized techniques for ultra-high-net-worth families.