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The Piercy Whitt Group Team

Debi Piercy

Debi Piercy, CFP®

Managing Partner
Wealth Advisor

Erin Whitt

Erin Whitt, CRPC™

Managing Partner
Wealth Advisor

Mary Staton

Mary Staton

Operations Manager

The Piercy-Whitt Group of Conservant Financial believes the following:

  • We believe clients deserve individual attention with an advisor they trust.
  • We believe clients deserve an investment plan where they can record their goals and track progress.
  • We understand that changes in life can bring changes to a client’s financial picture. We work closely with clients to help guide them through the financial decisions which must be made when circumstances change and we empower them to make these decisions with confidence.
  • Although we offer traditional brokerage accounts, we believe advisory account management focuses on the long-term benefits of your financial strategy. We offer a variety of money-management programs in which a quarterly fee, assessed in advance, based on the assets in your account replaces traditional commission fees.

Through these programs, we can help you develop a portfolio which balances your needs for safety, growth, and current income, and we will conduct periodic reviews of the performance of your portfolio.

Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you.

Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts.

Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.

Debi is a CERTIFIED FINANCIAL PLANNER® certificant and Erin is a CHARTERED RETIREMENT PLANNING COUNSELORS (CRPC®) certificant. In order to earn these certifications, each of us had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. We are also required to complete ongoing continuing education for these certifications which keeps us up-to-date with current financial strategies.

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a singular event — it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. This is why we work with you, one on one, to design investment strategies which are targeted to your specific needs and goals.

The Piercy-Whitt Group of Transitions Wealth Management offers more than just knowledge and insight — we offer an objective and holistic approach designed to provide financial solutions for all aspects of our clients’ lives, up to and through retirement.

Piercy Whitt Team Photo

Contact

We look forward to speaking with you.

Get In Touch
501.485.4818

Office Address
6020 Ranch Drive
Suite C-4
Little Rock, AR 72223

Email
Debra.Piercy@wfafinet.com
Erin.Whitt@wfafinet.com
Mary.Staton@wfafinet.com

Personalized Guidance

At Conservant Financial, we understand that each client has unique financial aspirations. Our approach combines deep understanding and market expertise to develop strategies tailored to your needs, ensuring your path is aligned with your financial vision.

Comprehensive Planning

Our holistic strategies integrate all facets of your financial framework, ensuring that your investments and estate plan strategy work synergistically for optimal results.

Dedicated Team

Our collaborative team of professionals brings a wealth of knowledge and diverse skills together, guiding you with insights that make a significant difference to your financial success.

Proven Outcomes

Join the community of successful clients who have effectively gained and safeguarded their wealth through our proven strategies and guidance focused on excellence.

Zach Farley

Managing Director - Investments

Background and Experience:
For over twenty years Zach has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Zach has dedicated his career to delivering the personalized investment planning services his clients deserve. Since 2018 to present (2024) he has been recognized to the Platinum Council, this distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. He joined A.G. Edwards and Sons Inc., a  predecessor firm of Wells Fargo Advisors, in 2003 to take a more comprehensive approach in providing personalized financial advice for individuals and families.Zach’s passion for learning and teaching doesn’t end there. He earned his bachelor’s degree at Abilene Christian University in Abilene Texas. Spending a semester in Oxford London for Financial Planning studies gave him an additional passion for the trade, while there he traveled to numerous countries with the Financial Planning  Development Group with classes in Spain, France and Switzerland.

About Zach:
Zach spends his free time with his wife, Sarah and children Jackson & Savannah. He likes to stay active by skiing and rock climbing. Zach is active in his local church and passionate about animals and working with local shelters.“

My clients know they can count on me to help guide them in their financial decisions, whether big or small.”

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Jennifer Lyssy

Senior Financial Advisor

Background and Experience: 
Jennifer has been helping clients develop sound financial strategies for their individual needs for over 20 years.Beginning her career in the financial services industry as an Investment Advisor in 1998 at PaineWebber, she quickly realized it was important to help her clients understand the “rules of the road” by first establishing a firm investment plan, not just focusing on investment products.In 2002, while at UBS PaineWebber, she obtained her Supervisory Series 9 / 10 registrations, taking on the role of Operations Manager, which allowed her to service both International and Domestic clients. It was built upon this strong operational and management background that Jennifer creatively connected the operational and management sides of the business, leading her to develop even more personally crafted solutions for her clients.In 2010, she was blessed with the opportunity to join her current business partner as a Financial Advisor for Wells Fargo Advisors. This step in her career added a new dimension to her ability to better provide her clients with personalized financial guidance and investment planning, built upon the solid relationships she has continued to provide to her clients and their families all throughout her career.

About Jennifer: 
Jennifer holds a Bachelor of Science degree from Texas A&M University and an MBA from the University of Texas Pan American (now UTRGV).Jennifer resides in Harlingen, TX with her husband Jeff and their four children Thomas, Anne Marie, Mary Catherine, and Joseph.  Away from the office, Jennifer loves to read, watch her kids participate in sports, and give back to her community. Her Faith is first and foremost in her life, and it is her continual hope that that she can be a blessing to others.

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Melissa Ortiz

Senior Client Associate

With more than 23 years of financial services experience, Melissa understands the value of trust and building relationships with clients.  She handles the day-to-day administration of accounts and looks for opportunities to put a smile on clients’ faces.  She is a lifelong resident of the Rio Grande Valley and loves to travel but also enjoys spending time with her husband and daughter in the community that she loves.

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