Charles J. Giardina, LUTCF®

Financial Services Executive


Our Team

Our team is made up of 2 financial planners with over 36 years of experience and 2 assistants and 2 administrators that help serve our clients.

 

Charles Giardina, LUTCF - has been in financial advising for over 26 years and serves as a financial planner in the business owner and group benefits market.

Cliff Lloyd, MBA, RICP - has been in financial advising for over 10 years and serves as a financial planner and Investment Advisor Representative to retirees, self-employed, and professionals.

Christine Morris - has over 26 years of experience with corporate travel in the hospitality industry, and joined our team in early 2018.

Tama Tullier - has over 26 years experience and serves as the Site Coordinator for our Baton Rouge office.

Dawn Este - has over 26 years experience and serves our firm as the Senior New Business Analyst.

 

Contact Information:

5440 Mounes Street, Suite 112
New Orleans, LA 70123

Securities, financial planning, and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 3838 N Causeway Blvd., Suite 3400, Metairie, LA, 70002. (504)613-2000.

CRN202011-238935

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