About Us

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Firm Overview

For over 80 years Waters, Parkerson & Co., LLC has upheld the tradition of providing fundamentally sound investment advice and personalized attention to individuals and institutions.

Using a disciplined and conservative investment approach, our team actively manages equity and fixed-income investments and provides financial planning for multi-generational clients in more than 35 states. By always putting our clients first, Waters, Parkerson & Co. has built long-lasting relationships that are the foundation of our business model.

Waters, Parkerson & Co., LLC manages in excess of $1 billion in client assets.

How We Are Different

What makes Waters, Parkerson & Co., LLC unique:

Our Team

Waters, Parkerson & Co., LLC retains a small, intimate team of investment advisors who wear multiple hats — acting as immediate resources for clients on a variety of topics. Upholding the integrity and values by our late founders, Arthur Waters and Godfrey R. Parkerson, Waters, Parkerson & Co.’s fifth generation of investment advisors continues to serve clients with qualities that distinguish ourselves from our peers.

David T. Pointer
Managing Partner,
Member of the Investment Committee

David received a B.B.A. from Southern Methodist University in 1981 and joined Waters, Parkerson & Co. in 1982. He has served on the Charles Schwab National Advisory Board, and is a past treasurer and Member of the Board of Directors of Lambeth House and Episcopal Housing for Seniors. David is also a past Member of the Boards of Trustees of Isidore Newman School and Trinity Episcopal School, and a past Member of the Parenting Center of Children’s Hospital Advisory Board of Directors.

dpointer@watersparkerson.com

MICHAEL B. WHEALDON
Partner,
Member of the Investment Committee

A graduate of Loyola University, Michael received his B.B.A. in 1983. Prior to joining Waters, Parkerson & Co. as an Investment Counselor in 1983, Michael worked with Continental Underwriters, Ltd. He previously served on the Board of the Metairie Club Gardens Association as President and Treasurer. He is a past Board member of the Old Metairie Commission. Michael is a past Board member and past Chair of the Finance Committee of Metairie Park Country Day School.. He also serves on the Board of the Friends of Jefferson The Beautiful.

mwhealdon@watersparkerson.com

J. BALDWIN MONTGOMERY
CFA, Partner,
Member of the Investment Committee

Baldwin is a 1998 graduate of the University of Mississippi where he received his B.B.A and is a CFA Charterholder. He was a corporate lender with Whitney National Bank before joining Waters, Parkerson & Co. in 2001. Baldwin is a member of the CFA Institute and is a Past President of the CFA Society of Louisiana. He currently serves on the Board of Trustees of Louise S. McGehee School.

bmontgomery@watersparkerson.com

DEVIN J. WAKEMAN
Partner,
Member of the Investment Committee

Devin received a Bachelor of Science in Business Administration from the University of Richmond in 2004 and a Masters of Business Administration from the University of New Orleans in 2007. He was an analyst with Marsh Inc. and a corporate lender with Whitney National Bank before joining Waters, Parkerson & Co. in 2007. Devin is a Past President of the Isidore Newman School Alumni Board and he currently serves as the Treasurer and a Member of the Board of Directors for the Legacy Donor Foundation.

dwakeman@watersparkerson.com

L. REISS EAGAN
CFP®, Investment Counselor,
Member of the Investment Committee

Reiss graduated from Washington & Lee University in 2009 with a Bachelor of Science in Accounting. He joined Waters, Parkerson & Co. in July 2013 and has been a Certified Financial Planner (CFP)® since April 2016. Previously, Reiss was an Assistant Vice-President in the Corporate Lending Group at Whitney Bank. Currently, he is a member of Magnolia Community Services’ Board of Directors where he serves as Secretary.

reagan@watersparkerson.com

JULIE WATERS BURLINGAME
Chief Compliance Officer,
Fixed Income Trading

Julie received a Bachelor of Business Administration with a concentration in Finance from the University of Kentucky in 1981 and joined Waters, Parkerson & Co. upon graduation. She is a past Member of the Board of Directors of Louise S. McGehee School.

jburlingame@watersparkerson.com

WILLIAM E. CRUIKSHANK
Comptroller

Bill is a graduate of Louisiana State University where he received a Bachelor of Science in Accounting in 1973. He was an auditor with Arthur Andersen & Co. from 1973 to 1975, and later the Comptroller for Landis Construction Company from 1975 to 1987. Bill has been a Certified Public Accountant since 1975 and a part of the Waters, Parkerson & Co. team since 1987. He is a Member of the Louisiana Society of CPA’s and the American Institute of Certified Public Accountants.

bcruikshank@watersparkerson.com

NANCY PATRICK MUERY
Manager of Client Services

Nancy graduated from Louisiana State University in 1974 with a Bachelor of Arts in Business Education. She was Manager of the Pension Administration Department from August 1975 until November 1980. From December 1980 to June 2000 she served as Manager of Client Services with JMC Capital Management. She rejoined Waters, Parkerson & Co. in June 2000.

npatrick@watersparkerson.com