Team
Meet Our Team
Find a Financial Professional
- Emily Maxwell
- Frank L. "Lee" Smith IV
- John C. Bergeron
- Stephanie Serio Smith
John C. Bergeron
Partner
601-442-3005
John spent 20 years working for securities firms in Tennessee, Florida, and Louisiana, before settling in Mississippi. These years of experience led him to the following philosophy regarding financial advice: planning, teamwork, timely...
Emily Maxwell
Partner, CERTIFIED FINANCIAL PLANNER™
601-442-3005
Emily is proud to be a part of the family business and to serve her clients with the utmost respect and quality service. She is a graduate from Louisiana State University with a Bachelor of Science degree in management. Additionally...
Frank L. "Lee" Smith IV
CERTIFIED FINANCIAL PLANNER™
601-442-3005
Lee has been with Bergeron & Plauche since 2014 and is a Certified Financial Planner. He is a graduate of the University of Mississippi where he earned a Bachelor of Business Administration in Banking and Finance as well as a Masters...
Stephanie Serio Smith
Client Relations Manager
601-442-3005
Stephanie joined the Bergeron and Plauche team in 2017 after having spent years working in the non-profit sector. She is an instrumental part of the process in helping clients obtain their financial goals by providing the utmost level...