RoseStone Wealth Advisors

RoseStone Wealth Advisors RoseStone Wealth Advisors. A private wealth advisory practice of Ameriprise Financial Services, LLC.

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. For more information on Awards & Recognition Disclosures, please visit https://www.ameripriseadvisors.com/team/rosestone-wealth-advisors/financial-advice-team/charlton.h.lyons/

Please join us in celebrating Sherricka Jones for earning her CERTIFIED FINANCIAL PLANNER®️ (CFP®️) certification!This r...
08/28/2026

Please join us in celebrating Sherricka Jones for earning her CERTIFIED FINANCIAL PLANNER®️ (CFP®️) certification!

This remarkable accomplishment highlights Sherricka's passion for professional growth and her commitment to helping clients achieve their financial goals. Achieving the CFP®️ designation is no small feat, requiring years of dedication, advanced education, and successful completion of a rigorous certification process.

We couldn't be more proud of Sherricka and all she has accomplished.

Learn more about Sherricka: https://bit.ly/4wPvMCd

We are pleased to invite you to our upcoming complimentary online educational event titled, Understanding Medicare from ...
08/27/2026

We are pleased to invite you to our upcoming complimentary online educational event titled, Understanding Medicare from A to D. This session is designed to be easy to join and can be watched from the comfort of home or during a break in your workday.
Register online: https://bit.ly/3SBsMeK

September 17th
Understanding Medicare from A to D
Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicare from A to D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy.

If you have any questions or would like assistance registering, please don’t hesitate to contact our office, we’re happy to help. We hope you’ll join us!





Meet Megan Feulner-Hauser 🌹Based in Shreveport, Louisiana, Megan is dedicated to helping women across the country naviga...
08/24/2026

Meet Megan Feulner-Hauser 🌹

Based in Shreveport, Louisiana, Megan is dedicated to helping women across the country navigate financial decisions with confidence and purpose. Having experienced many of life's major transitions herself, she understands the emotional and financial challenges that can come with change.

Through her focus on behavioral finance, Megan helps women move past self-doubt, build healthy financial habits, and create strategies that support long-term independence and success.

Her passion for empowering women and helping them achieve financial confidence makes her an invaluable part of the RoseStone Wealth Advisors family.

Read Megan's full bio at her website https://bit.ly/3UfDnfU

Bonjour from France! 🥐One of the greatest rewards of a well-planned financial journey is the ability to enjoy the experi...
08/13/2026

Bonjour from France! 🥐
One of the greatest rewards of a well-planned financial journey is the ability to enjoy the experiences that matter most. This summer, Financial Advisor Will Street enjoyed an unforgettable trip through France, making memories that will last a lifetime.

Schedule Your Initial Complimentary Consultation today!
https://bit.ly/3ROOHPn

Bonjour from France! 🥐One of the greatest rewards of a well-planned financial journey is the ability to enjoy the experi...
08/13/2026

Bonjour from France! 🥐
One of the greatest rewards of a well-planned financial journey is the ability to enjoy the experiences that matter most. This summer, Financial Advisor Will Street enjoyed an unforgettable trip through France, making memories that will last a lifetime.

Schedule Your Initial Complimentary Consultation today!
https://bit.ly/3Uvj4ek

What a fantastic evening in Hattiesburg! We enjoyed spending time with clients and friends at our Client Appreciation Op...
08/11/2026

What a fantastic evening in Hattiesburg! We enjoyed spending time with clients and friends at our Client Appreciation Open House hosted by Financial Advisors W.G. Miller Jr. and Spencer Burden. Thank you for the great conversations, shared experiences, and continued confidence in our team. Here's to the future and the relationships that make it meaningful. ✨

Join us for upcoming online events: https://bit.ly/45mytjp

08/10/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

Some careers are best measured by the relationships built along the way.Last week, clients, friends, and family gathered...
08/07/2026

Some careers are best measured by the relationships built along the way.

Last week, clients, friends, and family gathered in Hattiesburg at the Crescent City Grill to celebrate W.G. Miller Jr. as he begins retirement and passes the torch to Spencer Burden. What stood out most was seeing so many people whose lives have been part of WG's journey over the years, including several members of his family who joined us for the occasion.

WG has always preferred to let his work speak for itself, and the people in the room did exactly that.

Thank you, WG, for the trust you've earned, the relationships you've built, and the example you've set. We wish you all the best in retirement.



Are you Ready for your retirement? Check out the retirement calculator: https://bit.ly/4q01ydY

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Could your disability insurance coverage support your financial goals if the unexpected happened?As we conclude our Risk...
07/29/2026

Could your disability insurance coverage support your financial goals if the unexpected happened?

As we conclude our Risk Management & Insurance Planning Month series, Mary Terino highlights the importance of reviewing your disability insurance as part of a comprehensive financial plan.

Your income is often one of your greatest financial assets, and the right disability coverage can play an important role in helping protect it. As your career, family, and financial goals evolve, it's important to ensure your coverage continues to align with your needs.

At RoseStone Wealth Advisors, Mary works with clients to review their existing disability insurance, identify potential gaps, and evaluate how income protection fits within their broader financial strategy. After all, protecting what you've built is just as important as building it.

Thank you for following along throughout our Risk Management & Insurance Planning Month series. We hope these insights have helped you better understand the role protection strategies can play in a well-rounded financial plan.

Learn more about RoseStone Wealth Advisors: https://bit.ly/4yL0vCL

Address

6105 Line Avenue Suite 100
Shreveport, LA
71106

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13187972995

Website

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