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Guy B

Series 63

Lafayette, LA

Raymond James Financial

Guy Broussard III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Raymond James and related entities since 2012 and also serves as a general partner in Bancker Plantation, where he manages farming and ranching contracts and income distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional focus on municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Phillip O

Series 63, Series 65

Lafayette, LA

Raymond James Financial

Phillip Ortego is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of his advisory role, he owns The Investment Advisory Group, a support company based in Lafayette, LA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and specialized programs, including municipal and public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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