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Malea H

CFP®

Fernandina Beach, FL

Bouvel Investment Partners, LLC

Malea Hornback is a CFP® professional with three years of industry experience. She has worked at Bouvel Investment Partners, LLC since 2026 and previously held roles at Wealth Planning Corporation and Northwestern Mutual Investment Services LLC. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of strategies from concentrated equity to diversified and income-oriented approaches, tailoring portfolio construction to client objectives and managing specialized programs such as Custom Large Position management.

Concentrated stock management Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.)
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Jean Pierre B

Series 63, Series 65

Phoenixville, PA

Bouvel Investment Partners, LLC

Jean Pierre Bouvel is a financial advisor with Bouvel Investment Partners, LLC in Phoenixville, PA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Bouvel Investment Partners since 2009. Outside of his advisory role, he is co-owner of an office building in Phoenixville, which he manages on a limited basis. Bouvel Investment Partners serves individual and high-net-worth clients, including related trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of defined investment strategies tailored to client objectives and manages variable annuity subaccounts and CollegeAmerica 529 platform accounts.

Concentrated stock management Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.)
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Stephane B

Series 63, Series 65

Park City, UT

Bouvel Investment Partners, LLC

Stephane Bouvel is a financial advisor with Bouvel Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Purshe Kaplan Sterling Investments for nine years before returning to Bouvel Investment Partners, where he has been since 2002. In addition to his advisory role, he is involved in a fixed insurance business focusing on fixed life insurance, long-term care, fixed annuities, and disability insurance products. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a range of investment strategies tailored to client objectives, including concentrated equity sleeves and income-oriented fixed income, and manages variable annuity subaccounts and 529 plan management on the CollegeAmerica platform.

Concentrated stock management Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.)
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