Brokerage Services

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    Investment Advisory  

    We develop personal investment strategies for clients who wish to build wealth through asset growth or for clients whose goals are to preserve accumulated wealth and achieve absolute returns. Depending on market conditions and economic outlook, our investment processes seek opportunity by employing multiple asset classes.

    Annuities and Insurance

    Your Financial Advisor will help you sort through the complex world of annuities and life insurance to help you determine which may be appropriate for you, based on your specific needs and financial goals.

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     JohnnyLang   Johnny Lang
    Senior Vice President


    With 27 years of experience as a trusted financial advisor, Johnny offers extensive understanding about the needs of high net worth families. He received his Bachelor of Accounting and Master of Accounting degrees from the University of Mississippi, where he was a four-year starter on the golf team and coach for another two. Johnny is extremely active in the community and recently served as President of the Century Club Charities.
     LeeLaird   Lee Laird
    WealthPlus Financial Consultant

    Lee received his Bachelor of Business Administration in Managerial Finance from the University of Mississippi. He has 17 years of experience in the areas of investment banking, corporate finance, strategic development and relationship management. He is dedicated to personal client service and growing long-term client-centered relationships.
      TammieKing   Tammie King
    Investment Officer

    A native of Jackson, Tammie has over 28 years of investment experience. Her qualifications include the Series 7, 63, and 66 Security Licenses.
     NancyLoar   Nancy Loar
    Investment Officer

    Since starting her career in 1997, Nancy has attained the Series 7, 63, and 66 Security Licenses. She has become a vital part of the WealthPlus team, as she works with clients to develop personalized strategies and solutions.

    Check the background of the investment professionals associated with this site on FINRA's


    Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  BankPlus and BankPlus Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.   

    Investments Services are:


    This site is designed for U.S. residents only. The services offered within the site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.