Burns Estate Planning and Wealth Advisors

Dorsey and Company is a locally owned, independent wealth management group. Since our founding by George P. Dorsey in 1959, the company has remained in the city of New Orleans. Dorsey and Company provides professional investment counseling, securities brokerage, and other financial services to our clientele on a personalized, long-term partnership basis. Our firm’s commitment to sound, responsible management and a time-tested investment approach allowed us to thrive during economic storms that forced other business in New Orleans to align themselves with out-of-town businesses.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

We are your local, trusted advisors. A fabric of Jefferson Parish, our practice has been established for over 39 years. Our team of investment advisors includes financial professionals, who bring the knowledge and skills to prepare and review a financial plan customized to your goals, risk tolerance, and timeframe. Our approach is transparent and genuine. And, our culture is caring, empathetic, and accountable much like the South Louisiana area in which we live, work, and play. We will be there to help you each step of the way.