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The Fenelon Group
Consulting Group
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Senior Portfolio Management Director
4450 Old Canton Road
Suite 100
Jackson, MS 39211
tel: 601-321-7709
toll free: 800-227-0202
fax: 601-321-7737
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Email Me
Welcome Associations Honors Education Services Experience
Welcome

Over the past 20 years I have consulted with clients to help them achieve their goals through an investment process. This process is the same for all investing. Of paramount importance to the process is developing a personal working relationship with each client. Rule number one: Know your client. Rule number two: Stick to the process.

Investment Process

1. State your needs and goals in a written plan. 
2. Adopt a sound, time tested asset allocation model that is flexible. 
3. Invest with the most capable financial advisors and managers possible. 
4. Monitor continuously. 
5. Adjust tactically when needed.

This process has been best implemented by tailoring each client’s personal plan helping them achieve their goals while utilizing the vast resources and tools of our firm, Morgan Stanley Smith Barney.
Associations
  • Association of Professional Investment Consultants (APIC) - Member
    Washington, DC
  • Millsaps College Else School of Business
    Advisory Board Member
    Jackson, MS
  • Mississippi Council Economic Education (MCEE) - Board Member
    Jackson, MS
  • Rotary Club of Jackson Chapter - Member
    Jackson, MS
  • Historic Fondren Neighborhood Association
    Founding Member & Former Chair
    Jackson, MS
  • New Stage Theater - Board Member
    Jackson, MS
  • Galloway Memorial United Methodist Church
    Member
    Finance Committee and Other Past Leadership Roles
Honors and Recognitions
  • Barron's Top 1000 Advisors
  • Research Magazine's ETF Advisor Hall of Fame
  • 2006 named one of America's Top Financial Advisors by Research Magazine's State-By-State Winner's Circle.
  • Top 300 Senior Consultant Council, 2002 - 2003
    Smith Barney
  • Director's Council Since 1991 - Smith Barney
Education and Licensing
  • Portfolio Management Program, 2003
    Smith Barney
    Jackson, MS
  • Senior Investment Management Consultant designation, 2001
    Smith Barney Consulting Group
    Jackson, MS
  • Masters Studies - Business, 1984
    St. Thomas University
    St. Paul, MN
  • BS - Economics & Political Science, 1981
    St. Olaf College
    Northfield, MN
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Variable Annuity Insurance Licensed
Services
  • Asset Management
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Alternative Investments
  • Corporate 529 Plans
  • Private Banking
  • Wealth Management
  • Corporate Pension Funds
  • Endowments and Foundations
  • Corporations
Business Experience
  • 1989 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Investment Management Consultant
    Senior Portfolio Management Director
    Jackson, MS
  • Licensed Securities Representative Since 1984
Bulletin Board
  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? E-mail me for more information about our Portfolio Management Program.
  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • Please contact us to schedule your Quarterly Review.
The Fenelon Group is licensed in the following state(s): AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, MN, MO, MS, NC, NM, NY, OH, OK, SC, SD, TN, TX, UT, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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