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Meet Our Team

When selecting an investment advisor, you want transparency, honesty, and skill. Let us collaborate with you to help you achieve your financial goals.

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Who We Are

Crescent Sterling Ltd. is a Registered Investment Advisor founded in New Orleans in 1992. We provide investment management services and financial consulting for individuals, retirement plans, and trusts.

 

As registered investment advisors, we have a fiduciary responsibility to our clients, which means we have a duty to act in our client's best interest. The primary service our firm provides is investment and financial advice based on years of experience in all aspects of the capital markets. We do not receive commissions or transaction fees on sales of stocks, bonds, insurance, or any other financial products. We send a fee statement directly to clients on a quarterly basis, which reflects our total compensation.


 

Meet Our Team

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W. Howard Thompson
CFA, CFP®, CPA (Inactive)
President & 
Chief Investment Officer

Michael Nobile, CFP®
Vice President  &
Portfolio Manager

 

Jan T. Milan
Client Services Manager

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Karen Williams
Investment Accounting Administrator

Trevor W. Thompson, CPA
Portfolio Manager

For an initial consultation of your financial situation

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