Graham, Bordelon, Golson & Gilbert, Inc.

Gary Graham is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been associated with Entrust Investment Management since 1983 and worked at Triad Advisors, Inc. from 1998 to 2024. In addition to his advisory work, he practices law as an attorney. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily for high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses an asset-allocation process involving risk assessment and portfolio optimization, offering both discretionary and non-discretionary management options.

James Rider is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 21 years of industry experience. He has worked with the firm since 2011 and holds a Series 66 designation. In addition to his advisory role, Rider provides occasional notary services and serves as an executor for an estate. Graham, Bordelon, Golson & Gilbert, Inc. offers investment management, financial planning, and business consulting primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses a risk-tolerance–based asset allocation process incorporating stocks, bonds, options, ETFs, and mutual funds, and provides both discretionary and non-discretionary portfolio management.

Jeffrey Golson is a financial advisor with Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been a partner at Graham, Bordelon & Company, Inc. since 1989 and has also worked with Entrust Investment Management, LLC and Triad Advisors, Inc. throughout his career. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, trusts, estates, and retirement accounts, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm employs an asset-allocation process incorporating risk-tolerance questionnaires, efficient-frontier tools, and portfolio optimization, offering both discretionary and non-discretionary management under wrap-fee and non-wrap program options.

Micheal Gilbert is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Inc. for 23 years and Graham, Bordelon & Co. for 27 years. He is also involved with ENTRUST Investment Advisory LLC, where he performs financial planning and tax preparation activities. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm uses an asset-allocation process informed by risk-tolerance assessments and portfolio optimization, offering both discretionary and non-discretionary account management with regular portfolio reviews.