Our Team
Team
Meet Our Team
Find a Financial Professional
- Emily Maxwell
- Frank L. "Lee" Smith IV
- John C. Bergeron
- Russell Butts, Jr.
- Stephanie Serio Smith
John C. Bergeron
Partner
601-442-3005
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...
Russell Butts, Jr.
Financial Advisor
601-442-3005
Russell B. Butts, Jr. joined Bergeron & Plauché in April, 2021 as the newest financial advisor. Russ, a Natchez native, is a graduate of Trinity Episcopal Day School and The University of Mississippi. He is bringing almost 9...