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Trey Curtis

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  • Financial Journeys
    Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.

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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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.