RFG Advisory - Latest News & Updates

Dany L. Martin of Williams Financial Advisors and RFG Advisory was named a "318 Forum Magazine's" top 40 under 40 recipient for 2018

by: Staff
published: November, 12th 2018

As seen in the 318 Forum Magazine, November 2018, Shreveport, Louisiana: 



Each year for more than a decade, the Greater Shreveport Chamber’s Young Professionals Initiative has highlighted 40 of our region’s most dynamic and engaged young entrepreneurs, executives, managers and professionals in the public, private and nonprofit sectors. Over that time more than 400 individuals have been recognized, and many have gone on to become local leaders in business, politics and public service. 40 Under Forty is our chance to celebrate the best of what our community is by spotlighting those who are both excelling in their profession and making an impact in our community.

Also each year, the judges select one Young Professional of the Year. This is the individual among the 40 who exemplifies the spirit of 40 Under Forty. The latest recipients have included Dr. Megan Gardner, who was featured recently in a story about her work with childhood dyslexia; Dr. Julie Mook Broadwell, who balances her breast cancer practice with traveling missionary work; Dr.

Melva Williams, who is helping to expand Southern University's footprint in Shreveport; Dr. John Chidlow, whose company, Innolyzer Labs, is pioneering one-of-a-kind, lab-on-a-chip analysis devices; Shreveport Magazine publisher, Shreveportant founder and restauranteur Pete John; and Lt. Col. Bill Fish, who leads the 11th Bomb Wing at Barksdale Airforce Base.

As the profiles in the following pages will demonstrate, this year's class once again brings together a group of highly engaged, impactful individuals. The group includes physicians, lawyers, teachers, professors, small business owners, as well as men and women from the private and nonprofit sectors. Each of them deserves our recognition for what they bring to our community. Take a look at the following pages and see who you would pick as our Young Professional of the Year. We'll find out who the judges selected on Saturday, Dec. 1!

– Tim Magner, Greater Shreveport Chamber of Commerce



Dany Martin, a partner and wealth advisor at Williams Financial Advisors, provides comprehensive wealth management services for clients across the United States. He is also an influential member of the Well+Fed Louisiana team. He is married to Lindsi,co-owner of Well+Fed Louisiana. Dany and Lindsi have recently become foster parents after being impacted by the great work of the Common Ground Community in the Cedar Grove neighborhood.


Dany has more than 12 years’ experience in the financial planning and investment world. After college, his career started at Capital One Bank, where he was the number one producing junior advisor in 2014. In 2015 he decided to become an independent advisor and joined the team at Williams Financial. Dany has transformed his business into a machine that values communication, education and service that exceeds client expectations. He is part of a powerful, multigenerational team of individuals with decades of experience designed to serve the financial needs of clients now and for generations to come.


Dany was raised listening to some of the greatest business minds and motivational speakers of all time. He believes that if you work smart every day, focus on the task at hand, and treat people in a trustworthy manner, good things will follow. Dany isnow inspired every day to make the people around him better, smarter, happier and to be an example of what it means to be genuine. One of his favorite quotes to teach is, “Watch the feet, not the lips.”






Market Update 7/15/2019

Feel Good Friday's Advisor Spotlight: Kevin Harper, CFP®

The Destin Log Reports: BayView Private Wealth announces affiliation with RFG Advisory

RFG Advisory adds BayView Private Wealth to its growing Advisor network welcoming Mark Dutram and Jonathan Slater in Destin, Florida.

Advisor Dany Martin shares his thoughts on THE NUMBER ONE TOOL FOR FIDUCIARIES - Hidden Levers

In light of the volatility over the past few weeks we thought we’d send out a video on trade and its impact on the markets.

Shannon Spotswood of RFG Advisory: FACES of Birmingham - Style Blueprint

Investor’s Resource Announces Affiliation with RFG Advisory

RFG Advisory Chooses HIDDENLEVERS to Give Advisors First Class Risk Management and Client Engagement Technology.

RFG Advisory Welcomes Dave Smith and Jamie Keith of ETA Investment & Tax Advisors to its growing platform of Independent Financial Advisors.

Williams Financial Advisor's 20th Annual Christmas Party

Market Commentary December 20, 2018

Video Market Update 12/14/18 Featuring CIO, Rick Wedell

RFG Advisory Adds Ryan Conley to its growing platform of Independent Financial Advisors.

Market Commentary December 6, 2018

Dany L. Martin of Williams Financial Advisors and RFG Advisory was named a "318 Forum Magazine's" top 40 under 40 recipient for 2018

Community Renewal International - Tommy Williams

RFG Advisory CIO, Rick Wedell chimes in on market timing, bond markets, and portfolio re-balancing.

Market Commentary October 31, 2018

Birmingham Business Journal features San Francisco Advisor, Lee Crocker following his move to join RFG Advisory.

RFG Advisory Welcomes San Francisco Advisor, Lee Crocker of Landscape Wealth Advisors to its growing platform of Independent Financial Advisors.

Market Commentary October 25, 2018

How to write a college essay

RFG Advisory President, Shannon Spotswood, had the honor of being a guest speaker of GirlSpring’s “Wonder Women” series where she inspired our future female leaders.

Rick Wedell, CIO of RFG Advisory, returns to TD Ameritrade Network to chat with host Oliver Renick about market outlook and economic growth.