Justin Smallwood

Meet Justin Smallwood, a dedicated financial advisor with a passion for helping individuals and families secure their financial goals. His experience in commercial banking and wealth management have gained him a reputation for comprehensive expertise, personalized approach, and unwavering commitment to client success.

Justin’s professional journey began with a bachelor’s degree in Finance from University of New Orleans. Eager to make a positive impact in people’s lives, he pursued further education and earned his securities license to practice as a Financial Advisor. With the support of his firm and mentors, he is fully equipped to affect change in underserved communities.

Throughout his professional journey, Justin has worked with clients from diverse backgrounds, ranging from young professionals looking to secure their financial future to retirees aiming to make the most of their savings. He has built a reputation for his ability to listen attentively to his clients’ unique circumstances, understand their goals, and develop tailored financial strategies that align with their aspirations.

Justin’s expertise extends across various financial disciplines, including retirement planning, investment advisory, and estate planning. He keeps a close eye on market trends, economic indicators, and legislative changes to ensure his clients stay ahead in an ever-evolving financial landscape.

One of Justin’s core values is education. He believes that empowering clients with knowledge is the key to making informed financial decisions. With his patient and approachable demeanor, Justin takes the time to explain complex financial concepts in a simple and understandable manner, fostering a sense of confidence and trust in his clients.

Beyond his role as a financial advisor, Justin actively contributes to his community by conducting financial literacy workshops and seminars. He firmly believes that everyone, regardless of their background or financial acumen, should have access to the knowledge necessary to navigate their financial journey successfully.

Away from work, Justin enjoys spending quality time with his two sons, ages 7 and 8. These days, that time looks like school projects, Pokémon battles, and laughing hysterically with his sons at Cartoon Network shows. Somehow, Justin still finds the time to stay up-to-date with the latest financial news, to explore new investment approaches, and to cultivate new relationships with whomever he encounters. He is an avid reader and continually seeks opportunities for professional development to enhance his expertise and provide the best possible service to his clients.

For anyone seeking a dedicated financial advisor who combines industry knowledge, personalized guidance, and a genuine passion for helping others, Justin Smallwood is the ideal partner. With his unwavering commitment and holistic approach to financial planning, Justin is ready to guide you toward a prosperous and secure financial future.

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B.S. Finance, UNO