Presley Wealth Management

At Presley Wealth Management, our commitment to positively impacting the community is unwavering. This year, we are launching a School Supply Drive on June 18th (until August 5). If you wish to contribute to this noble cause, please deliver your donations to our Denham Springs location at 170 Veterans Blvd, Denham Springs, Louisiana.

The Livingston Parish Assessor's Office will manage and distribute all donations.

If you have questions, please call Kasey at 225-791-5773.

Graduating from college is an exciting time in any young person's life — but it can also be scary financially. Our latest report, ”Financial Advice for Your Recent College Graduate,” explores some simple, practical tips for helping your grad find their financial footing.

Financial Advice for Your Recent College Graduate Graduate to financial freedom

🌟👨‍👧‍👦 Happy Father's Day from Presley Wealth Management! 👨‍👧‍👦🌟

To all the amazing dads out there who work tirelessly to provide for their families, offer guidance, and support our dreams - today, we celebrate YOU! 🎉💼

Thank you for being our rock, our inspiration, and our cheerleader. Your dedication and love shape us into the individuals we are today. 🌟💙

May your day be filled with love, laughter, and unforgettable moments with your loved ones. Here's to you, dads! 🥳👔

Happy Father's Day from all of us at Presley Wealth Management! 🌷💼

Ready for a financial refresh? Our latest newsletter offers simple yet powerful strategies to find your potential for financial growth.

Tend the Garden of Your Financial Life Explore these simple daily habits.

On this Memorial Day, Presley Wealth Management honors and remembers the brave men and women who made the ultimate sacrifice for our country. Their courage and selflessness will never be forgotten. 🙏 Today, we reflect on the freedoms we enjoy because of their sacrifice and express our deepest gratitude. 🌹 Let us honor their memory by living with gratitude, unity, and a commitment to a better future. Wishing you a meaningful Memorial Day from all of us at Presley Wealth Management.

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Spring is a great time to plant fresh habits. 🌿 Discover 4 easy steps that can help you find opportunities for growth in our latest Visual Insights Newsletter.

Learn About Your Potential for Abundance Time to tend, w**d & water your future. Here's how.

🎉🎂✨ Happy Birthday to our very own, Christy! 🎉🎂✨ Let's shower her with love, gratitude, and good vibes today! 🥳🎈🎁 Christy, you inspire us every day with your passion, dedication, and drive. Here's to another year of success, joy, and unforgettable moments together! 🌟💖🎉 🎉🎂✨

Transform your money management this Spring. Learn how to potentially nurture and grow your finances with our latest insightful newsletter.

Are fruitful finances really out of reach? These 4 steps can shed light on your potential.

🌟 Last week was incredible as our team took part in an awesome training and team building session! 🚀 It's vital to us to keep improving ourselves to serve you better. 🌟 Although we didn't manage to escape the famous 13th Gate Escape Room, it was such a thrilling experience that our team absolutely loved! 🗝️💼 🎉

🌷💖 Happy Mother's Day to all the amazing moms out there! 💖🌷

Today, we celebrate the incredible women who have dedicated their lives to nurturing, loving, and shaping us into the people we are today. Whether you are a biological mom, an adoptive mom, a stepmom, a fur mom, or a mother figure in someone's life, your love and care make the world a better place.

Let's also remember those who may find Mother's Day difficult - those who have lost their mothers, those who are struggling to become mothers, and those who may not fit into traditional ideas of motherhood. Your experiences are valid, and we send you love and support on this day.

To all the strong, resilient, and loving women who embody the spirit of motherhood in all its forms, we celebrate you today. Thank you for all that you do, and may your day be filled with joy, love, and appreciation.

Happy Mother's Day! 🌸💕

Spring means new beginnings, especially for your finances! 🌷Check out our newsletter for fresh, effective ways to potentially boost your financial well-being.

Plant Fresh Financial Habits this Spring Doing these 4 things could bring big change.

We are on FIRE with exciting announcements! Here comes another enthusiastic announcement from the ROOFTOPS! Please join us in welcoming April to our team. April has hit the ground running and is already making a significant impact!

April Burgess
Relationship Advisor

Bio: April is driven to help families understand the importance of early and effective retirement planning. Nothing gives her greater satisfaction than helping clients work toward their retirement goals.

Before joining the team at Presley Wealth Management, April honed her knowledge as a Financial Advisor, focusing on investment, planning and banking solutions. She utilizes her wealth of knowledge to help ensure clients have the support and guidance to confidently navigate their retirement years.

April earned her Bachelor of Science degree in finance from Louisiana State University Shreveport. She has passed the Series 7 and 66 securities exams, as well as holding licenses in life and health insurance. Her thoughts on retirement is simply don’t “wing it.”

“Retirement can be a scary concept for many, but not talking or making a plan could be costly in the long run.”

April and her husband, Dustin, are the proud parents of four wonderful children: Allie, Daniel, Alaina and Declan. Outside of work, April’s life revolves around her family, and she enjoys cheering on her children as they participate in various hobbies, including dance, American Ninja and so ball.

You've known or heard about her for nearly her whole life...but now, we are thrilled and proud to announce that Presley has officially become part of our team in an Insurance Professional role with an emphasis on Medicare. Please join us in welcoming...

Presley Smith
Insurance Professional

Bio: Presley has a deep-rooted passion for serving families with their financial needs, a trait inspired by the family-owned advisory firm she grew up around. Her mother, Christy, founded Presley Wealth Management and instilled in Presley the importance of building long-lasting relationships with clients.

Presley’s dedication to her role is evident in her enjoyment of meeting new people and guiding them through the complexities of insurance, particularly Medicare, where she has honed her knowledge through extensive education. She envisions continuing her mother’s legacy, further cementing the family’s commitment to helping other families achieve their financial goals.

Presley resides in Denham Springs, Louisiana, where she has lived her entire life, alongside her beloved Australian shepherd, Sandy, and her competitive horses, Jerry, Optimus and Mo. Outside of work, she is an avid rodeo participant, horse rider, traveler and music lover.

🎉🎉🎉 Exciting News! 🎉🎉🎉

🌟🌟🌟 Wow, time flies when you're having fun! 🌟🌟🌟

🥳🥳🥳 We are over the moon to celebrate Matt Kennedy's INCREDIBLE 15-year work anniversary! 🚀🎉

🎊🎊🎊 Matt has been an absolute ROCKSTAR since day one, bringing passion, dedication, and creativity to everything he does. 🌟💪

🙌 Let's give a HUGE round of applause to Matt for his amazing milestone! 🎉👏

🎈🎈🎈 Here's to many more years of success, growth, and fun together! 🎉🚀

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As the vibrant blooms of spring bring new life and hope to the world around us, we would like to take a moment to extend our warmest wishes to you and your loved ones for a joyful and peaceful Easter. This season reminds us of the power of renewal and the endless possibilities that come with fresh beginnings. We are grateful for the opportunity to serve and grow alongside you, and we look forward to continuing to build our relationship in the seasons to come. May this Easter bring you happiness, health, and prosperity.

6 Easy Ways to Help Declutter Your Finances Focus on what's important without clutter. Find out here.

At PWM, we strongly believe in supporting our community. We have encouraged our staff to choose a cause that they are passionate about and show their support. This September, our team will be participating in the "Walk to End Alzheimer's" event. If you would like to join us for the walk, you are more than welcome to do so. You can find more information about our team and the event on our team page. **We have included the direct link in the comments section below.

Ways to Get Rid of Financial Clutter Removing the clutter could lead to potential rewards

Don't Let Election Drama Direct Your Retirement! Like a seasoned movie director, navigating your retirement through the drama of an election season requires skill, vision and a script. Our guide, "Election Uncertainty," provides you with the screenplay to direct your financial journey, unswayed by the plot twists in the political scene. Lights, ca...

🎉🌟 Happy Anniversary, Layton! 🌟🎉

Today marks two incredible years of having Layton on our team! Layton is truly an ASSET to us all and we are so grateful for his dedication and commitment. 🌟💼✨

As Layton continues to excel and grow, he's currently diving deep into training to move mountains in the financial world. 🏔️💪 We believe in you, Layton!

To celebrate this special occasion, we've sent Layton to the mountains today (virtually, of course🤪) to recharge and find inspiration. 🏞️🌄

Join us in wishing Layton a very happy anniversary and here's to many more successful years ahead! 🎉🥂

Simple Financial Spring Cleaning Tips Discover the benefits of decluttering your finances

Don't Get Caught Short in Retirement Health care expenses may cost you six figures in retirement. We can help you position your assets to prepare for these potential costs and help make sure you have enough money to cover them in your later years.

Steer Clear of Election Whirlwinds and Prepare For Your Retirement! Navigating election season can be as challenging as directing a ship through a storm. Don't let your retirement plans be swayed by the election winds; let our guide, "Election Uncertainty? Don't Let the Election Rattle Your Retirement Outlook" be your compass. Set your sails and navigate the electio...

You don’t need superpowers, or need to know everything about money to achieve your financial goals. It’s all about the small, daily actions you take - instead of a one-time heavy lift. Learn about small, daily actions you can start today that will be financially rewarding in the long term in this Visual Insights Newsletter.

Need Financial Advice? We Can Help. | Presley Wealth Management We can help you manage your wealth and assets so you can pursue your goals. Schedule a meeting with one of our financial advisors, today.

Ways to Eliminate Financial Clutter for Good Get effective strategies to help spring clean your finances

How do you envision retirement for yourself? Share your thoughts and dreams about this exciting phase of life!