• Chuck Soprano

    Financial Advisor

    Branch Manager
    Partner, IPoA

With 15 years as a financial advisor, Chuck is also a Chartered Retirement Planning Counselor®. Chuck works with both individual and corporate clients in managing their assets & liabilities. He specializes in the laddering of municipal bonds, retirement planning analysis, and 401k rollovers. Chuck strives to help clients create plans to acquire and/or maintain their financial independence through the reduction of debt and systematic investing.

  • Financial Advisor with Raymond James Financial Services (2009-Present)
  • Financial Advisor with Smith Barney for 8 years (2001-2009)
  • 1996, B.S. in Business Administration from Louisiana College – Pineville, LA
  • Legatus – Lafayette-Acadiana Chapter
    • Chartering Member
    • Board Member - At-Large Director
  • Sacred Heart Church – Broussard, LA
    • Parishioner
    • Pastoral Council Board Member
  • St. Cecilia School – Broussard, LA
    • Past - School Board Member, Advisory Council president, Past Building Committee Member
    • Current - Capital Campaign Committee Chair, Director of Athletics
  • Knights of Columbus - Broussard, LA
    • 1st Degree Knight
  • USA Triathlon
    • Member
  • Tri-Cajuns Club– Lafayette, LA
    • Founding Member
  • National Association of Christian Financial Counselors
    • Member
  • Licenses in Securities (7, 63, 65), life insurance, long term care insurance, and variable/fixed annuities.
  • Licenses in General Securities Sales Supervisor (9,10)
  • Chartered Retirement Planning Counselor® (2007)