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OUR TEAM

At Strategic Wealth Specialists, we have an extensive team of professionals with various backgrounds and specialties. We leverage our experience and knowledge to help clients pursue financial independence. Even when our clients work closely with one advisor, they receive the benefit of our entire team, including depth of experience, insight, and outlook.

Leadership Team

Christopher Roussel

Christopher B. Roussel

General Agent, CLF

Timothy Heath

Timothy Heath

Managing Director

Kelly Woody

Kelly Woody

Chief Operating Office/ Director of Finance

Caleb  Reed

Caleb Reed

Managing Associate/Financial Representative

Cason Smith

Cason Smith

Managing Associate/Registered Representative

Stewart  Davis

Stewart Davis

General Agent, CLU

Taylor Roussel

Taylor Roussel

Director of Life and DI Brokerage

Tommy Graham

Tommy Graham

Managing Associate/Financial Representative

Miranda Roussel

Miranda Roussel

Marketing Director

Mitchel Roussel

Mitchel Roussel

Director of Onboarding

Staff

Kallie Woodruff

Kallie Woodruff

Leader of Business Development

Shannon  Jackson

Shannon Jackson

Administrative Assistant

Mobile Office

Boyd Thames

Boyd M. Thames

Financial Representative

Caresse Fincher

Caresse Fincher

Financial Representative

David Wallace

David Wallace

Financial Representative

Gary Raymond

Gary Raymond

Financial Representative, MSM

Jeff Demouy

Jeff Demouy

Registered Representative

Jon Zimlich

Jon Zimlich, CFP®

Investment Specialist

Joseph Dzwonkowski

Joseph Dzwonkowski

Financial Representative

Justin Martin

Justin Martin

Financial Representative

Leo Coleman

Leo Coleman

Financial Representative

Michelle Tice

Michelle Tice

Financial Representative

Rachel Keesee

Rachel Keesee

Recruiting Director

RJ Clark

RJ Clark

Financial Representative

Eastern Shore Office

Justin Law

Justin Law

Financial Representative, MBA

Baton Rouge Office

Clark  Gauthreaux

Clark Gauthreaux

Financial Representative

Mitchel Roussel

Mitchel Roussel

Director of Onboarding

Pensacola Office

 Bessann H. Watson

Bessann H. Watson

Wealth Management Advisor CFP® ChFC® CLU® AEP® CLTC® CExP™ RICP®

Ben Boyd

Ben Boyd

Financial Representative

Jake Newcomb

Jake Newcomb

Financial Representative

Jake Armstrong

Jake Armstrong

Financial Representative

Lillian Johnson

Lillian Johnson

Financial Representative

Richard C.  McCool

Richard C. McCool

Wealth Management Advisor MPH CFP® ChFC® CLU® AEP® CExP™ CLTC® RICP®

Seth Taylor

Seth Taylor

Financial Advisor

Gainesville Office

Cason Smith

Cason Smith

Managing Associate/Registered Representative

Join The Team!

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