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Messina's Wealth Management

"You Earn It. We Protect It."

NICK MESSINA
Founder & President

Nick Messina

Nick Messina: A financial professional licensed for over 27 years, his experience includes affiliations with broker-dealers and a Registered Investment Advisory firm. Nick decided to become a financial professional to offer his clients the very best products offered by various financial institutions he is appointed with, each of whom is, in Nick’s experience, among the best available leaders in their respective fields. The focus of most of his clients is to protect their hard-earned savings by purchasing products protecting from market declines and providing them with income that they cannot outlive. For his RIA clients, recognizing and weighing risk vs. reward for his client’s investment portfolios is his foremost goal. Nick is a fiduciary and has the responsibility to always act in the best interest of his clients. His philosophy, “Safety First, A Reasonable Rate of Return over time, and Keeping it Simple,” is a strategy that has served his clients well through the volatile years of economic upheaval and world events.

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Retire Well - Nick Messina Louisiana financial planner
Nick Messina, Founder & President
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Our Team

Meet Your New Team!

We are a team of professionals dedicated to helping you learn your options for keeping your retirement savings safe and protected. Our “client-first” philosophy drives everything we do and we look forward to working with you.  

Correnne deValcourt

Director of Client Relations & Life Insurance

Correnne is your Client Relations Director. She prepares the new policies, annual reviews and any needs of your enforce policies. Correnne also specializes in the Tax-Free Green Line. For questions regarding your existing policies or to schedule an annual review, or for info on the Tax-Free Green Line, please contact her.

Correnne is happy to help.

Sloane Tadlock

Events and Seminar Director

Sloane organizes and manages our Client Events and. Introduction Seminars. To schedule an appointment, attend a client event or register for a seminar please contact her. 

Sloane is ready to assist you. 

Rene Perez

Director of Operations

Rene oversees and facilitates all new accounts being set up and funded.  For questions regarding transfers on new accounts or adding money to an existing account, please contact him.

Meet with Rene today.

References
References: meet our

Our Client Recommendation Board

The Messina Wealth Management Client Recommendation Board is made up of people who believe in our mission of “Safety First” for retirement. This mission has never been more important than it is today. 

Our Client Recommendation Board informs our firm on how we can better serve our clients. Board members give us constructive feedback on services we provide and education topics we cover.

In addition, our client recommendation board contributes in the following ways:

  • Discuss relevant pre-retiree and retiree issues at our bi-annual board meetings
  • Attend occasional dinner seminars and answer fellow retiree questions
  • Be available as a reference for prospective clients

Lynda

Paralegal

Debbie

Retired

Terri Lopiccolo

Terri

Teacher

Ricky Howe

Ricky

EJH
Retired

Ron Catron

Ron

Lockheed Martin
Retired

Mona James

Mona

Nurse

Debbie McShan

Debbie

Electrical

Michael Laforge

Michael

RN

Lynda Champagne

Lynda

Collections

Gary Perrien

Gary

Retired

Damian LeCompte

Damian

Shipyard and Chef

Clyde McShan

Clyde

Retired

Betty Labourdette

Betty

Barry Labourdette

Barry

There is a lot to consider when working with a new financial professional. Our Client Recommendation Board can answer questions, share their first-hand experiences, and put your mind at ease. Have questions for a current client recommendation board member? Reach out to us and we’ll be happy to connect you.

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