Broker Check

Team

Meet Our Team

John C. Bergeron

Partner

601-442-0088

601-442-3005

jbergeron@brileywealth.com

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...

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Emily Maxwell

Partner, CERTIFIED FINANCIAL PLANNER™

601-442-0088

601-442-3005

emaxwell@brileywealth.com

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...

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Frank L. "Lee" Smith IV

CERTIFIED FINANCIAL PLANNER™

601-507-1858

601-442-3005

lsmith@brileywealth.com

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...

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Stephanie Serio Smith

Client Relations Manager

601-442-0088

601-442-3005

ssmith@brileywealth.com

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...

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