Broker Check

Team

Meet Our Team

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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