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Trey Curtis

About Us

Trey Curtis
CFP®, CLU, ChFC
Financial Advisor
trey.curtis@raymondjames.com

Lisa Jacobs
Branch Office Coordinator
lisa.jacobs@raymondjames.com




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.

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CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.




Trey Curtis
CFP®, CLU, ChFC
Financial Advisor

3421 Cypress Street
West Monroe, LA 71291
Phone: 318-651-5162
Fax: 318-387-9455
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Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRASIPC, an independent broker/dealer

  • are not insured by FDIC or any other bank insurance,
  • are not deposits or obligations of the bank,
  • are not guaranteed by the bank,
  • and are subject to risks, including the possible loss of principal.