|
Investment Partners of AcadianaAn Independent Firm
|
||
About Us
With 16 years as a financial advisor, Curt is a CERTIFIED FINANCIAL PLANNER™. Curt has a B.S. in Accounting from LSU, and worked for 7 years in public accounting and industry as a CPA®. Curt currently works with individual and business clients handling investments, tax return preparation, and business consulting.
* Tax return preparation and business consulting services are provided by Curt P. Arcement and are not a service of or affiliated with Raymond James Financial Services.
With 15 years as a financial advisor and a Master’s degree from LSU, Rhonda works with both individual and corporate clients. She handles personal investments, business retirement planning, and retirement distributions. Rhonda helps clients design a financial roadmap and provides solutions in reaching personal and retirement decisions.
With 14 years as a financial advisor and a degree from LSU, Eric is experienced in investment management and portfolio construction. Eric specializes in 401k rollovers and retirement income planning.
With 18 years as a financial advisor and 6 years as an IRS tax auditor, Nanette is a Certified Financial Planner™. She helps clients clarify their financial status and goals, and works with them to manage their investments, risks, liabilities, cash flow and exposure to taxes*. Nanette has experience dealing with higher level estate planning, and structuring business sales to help owners save on taxes*. Nanette specializes in helping business professionals prepare for, and transition into retirement through retirement income planning.
* Tax consulting services are provided by Nanette Soileau and are not a service of Raymond James Financial Services.
After 15 years as a business owner, Mark added to his skill set and in 2007 became a licensed financial advisor. Mark uses technical analysis (studying trends and price movement in the market) in constructing portfolios for his clients and in assessing risk management. Mark specializes in morally responsible investing, helping investors select investments that are in harmony with their religious, ethical and personal values.
With 11 years as a financial advisor, Chuck is also a Chartered Retirement Planning Counselor®. Chuck works with both individual and corporate clients in managing their assets & liabilities. He specializes in the laddering of municipal bonds, retirement planning analysis, and 401k rollovers. Chuck strives to help clients create plans to acquire and/or maintain their financial independence through the reduction of debt and systematic investing.
![]()
Amber Latiolais Palumbo
Registered Administrative Coordinator
Direct: 337-889-0250
With 16 years of industry experience, Amber has Series 7, 63, and 24 licenses. She is proficient in all phases of brokerage operations and client support.
About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return. |
140-B Rue Beauregard
Lafayette, LA 70508
Phone: 337-889-0250
Fax: 337-889-0251
Toll-Free: 888-405-2048
Direct: 337-889-0256
Contact Us
|
||
|
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2011 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice
|
|||