Self-completed survey was used for rating. Investment performance is not a criterion. The Forbes Best-In-State Wealth Advisors and the Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Breaux also enjoys supporting the LSU Tigers, playing golf and tennis as well as reading, travel and spending time with family and friends. Additional criteria, best practices and team structure, may also be used to determine recipients.īreaux and his wife Holland have four daughters and enjoy traveling to visit them in New York. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components,business production based on the past year, and professionalism. He has been recognized by Wells Fargo Advisors Financial Network as a Platinum Council Member 2011-2022. In addition to his individual Forbes recognition Breaux and his partner Brandon Hurley were named a 2023 Forbes Best-in-State Wealth Management team. Breaux was recognized by Forbes as a 2018, 2019, 2021, 20 Best-in-State Wealth Advisor in the state of Louisiana. Breaux has been a CERTIFIED FINANCIAL PLANNER® practitioner since 2006. He is a Baton Rouge native and a 1995 graduate of Louisiana Tech University. To serve his clients, Breaux has developed a network of top industry professionals and has access to world class resources and technology.īreaux is a Senior Financial Advisor and has been helping his clients succeed financially since 2002. He helps clients build wealth and takes time to examine multiple elements in their financial lives, including asset and liability management, insurance, estate planning strategies and tax implications. As a Financial Advisor, Breaux manages investment portfolios and provides customized planning for individuals, trusts and nonprofit organizations.
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