Broker Check

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

Justin Law

Justin Law

Wealth Management Advisor/Managing Director

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

Trey Hooper

Trey Hooper

Financial Advisor

Mobile Office

Boyd Thames

Boyd M. Thames

Financial Representative

Cynthia Nguyen

Cynthia Nguyen

Recruiting Director

David Wallace

David Wallace

Financial Advisor

Jon Zimlich

Jon Zimlich, CFP®

Investment Specialist

Joseph Dzwonkowski

Joseph Dzwonkowski

Financial Representative

Kallie Woodruff

Kallie Woodruff

Leader of Business Development

Miranda Roussel

Miranda Roussel

Marketing Director

Shannon  Jackson

Shannon Jackson

Administrative Assistant

Pensacola Office

 Bessann H. Watson

Bessann H. Watson

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

Ben Boyd

Ben Boyd

Financial Advisor

Jake Newcomb

Jake Newcomb

Financial Representative

Jake Armstrong

Jake Armstrong

Financial Representative

Justin Law

Justin Law

Wealth Management Advisor/Managing Director

Richard C.  McCool

Richard C. McCool

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

Baton Rouge Office

Clark  Gauthreaux

Clark Gauthreaux

Financial Representative

Mitchel Roussel

Mitchel Roussel

Director of Onboarding

Gainesville Office

Cason Smith

Cason Smith

Managing Associate/Registered Representative

Birmingham Office

Logan Davis

Logan Davis

Financial Representative

Seth Taylor

Seth Taylor

Financial Advisor

Fairhope Office

Caleb  Reed

Caleb Reed

Managing Associate/Financial Representative

Taylor Roussel

Taylor Roussel

Director of Life and DI Brokerage

Tommy Graham

Tommy Graham

Managing Associate/Financial Representative

Metairie Office

Metairie Office

WE'RE READY TO WORK WITH YOU

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