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Andree W

Series 66

Lafayette, LA

Raymond James & Associates

Andree Willis is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, The Gleason Group, and Go CO Realty. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting with a non-discretionary approach supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel C

Series 63, Series 65

Lafayette, LA

Raymond James & Associates

Daniel Chassee is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as a committee member for Miles Perret Cancer Services, participating in quarterly investment committee meetings. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research support.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Randy L

Series 63, Series 65

Lafayette, LA

Raymond James & Associates

Randy Landry is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. Outside of advising, he is a business owner involved in a commercial real estate company jointly operated with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, employing various portfolio management styles supported by firm research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eric L

Series 63, Series 66

Lafayette, LA

Raymond James & Associates

Eric Le Blanc is a financial advisor with Raymond James & Associates in Lafayette, LA, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations with a range of financial planning and advisory services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Laura J

Series 63, Series 65

Lafayette, LA

Raymond James & Associates

Laura Jones is a financial advisor with Raymond James & Associates in Lafayette, LA, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Henry M

CFP®, Series 63, Series 65

Lafayette, LA

Raymond James & Associates

Henry Mayer III is a CFP® professional with 29 years of industry experience, currently advising at Raymond James & Associates since 2013. Based in Lafayette, LA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Mayer is a partner and passive owner in several business ventures, including FUGAZI LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning and consulting with a non-discretionary approach that leverages firm research and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Frank D

CFP®, Series 63, Series 65

Lafayette, LA

Raymond James & Associates

Frank Domino Jr. is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2013. He was previously involved with Lafayette Central Park, Inc., working on the Moncus Park project from 2020 to 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary with a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David H

CFP®, Series 63, Series 65

Lafayette, LA

Raymond James & Associates

David Hollier is a CFP®-designated financial advisor with Raymond James & Associates, based in Lafayette, LA, and has 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is a part owner of several business entities, including MKLF, LLC and 1220 Cameliia Bklvd. Property, LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Beau M

Series 66

Lafayette, LA

Raymond James & Associates

Beau Miller is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Richard B

Series 66

Lafayette, LA

Raymond James & Associates

Richard Baldwin Jr. is a financial advisor with Raymond James & Associates in Lafayette, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Edward Jones. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, providing financial planning and advisory services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andre L

Series 66

Lafayette, LA

Raymond James & Associates

Andre Le Blanc is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at Louisiana USA Federal Credit Union and multiple positions related to Louisiana State University. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Cory L

Series 66

Lafayette, LA

Raymond James & Associates

Cory Lavergne is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked at Halliburton for three years. Lavergne serves as a board member of the Cathedral-Carmel Foundation, where he participates in managing investments for the school's foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrew G

Series 63, Series 66

Lafayette, LA

Raymond James & Associates

Andrew Gutierrez is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliated entities for over a decade before joining Raymond James. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Raquel K

Series 66

Lafayette, LA

Raymond James & Associates

Raquel Kusy is a financial advisor at Raymond James & Associates with eight years of industry experience and a Series 66 designation. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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