Our Firm history



1962 - It all begins in Florida when Robert A. James Investments becomes a corporation.

1964 - Raymond and Associates merges with Robert A. James Investments, forming Raymond James & Associates.

1983 - Raymond James becomes a publicly traded diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, traded on the New York Stock Exchange (RJF).

2009 - January 16 - Financial Advisor, Curt Arcement, opens the Raymond James branch at 140B Rue Beauregard, Lafayette, LA.

2009 - February 27 - Financial Advisors, Nanette Soileau Heggie and Eric Carr join the office. The independent practice begins to operate under the "Investment Partners of Acadiana" name.

2009 - June - Official ribbon cutting for the original Investment Partners of Acadiana branch office.

nanette ribbon cutting 2009

2013 –December- Eric Shannon Carr, our friend and founding partner, passes away at age 50.

2013 history page Eric Close Up

2014- June- Courtney Ardoin joins the practice as Administrative Assistant. July- Experienced Financial Advisor, Drew Johnson, partners with Nanette Heggie, and joins the practice.

2015 September 21st -"Heggie Investment Partners" officially becomes its own branch at the same 140B Rue Beauregard location with Nanette Soileau Heggie, CFP® serving as branch manager, Financial Advisor Drew Johnson, and newly promoted Client Service Manager, Courtney Ardoin.

 

2015 - November - Official ribbon cutting and jambalaya celebration for the Heggie Investment Partners branch office.

IMG_4300 new history page

2016 September 21st - Heggie Investment Partners celebrates their 1 year anniversary.

1st Anniversary Ribbon Cutting

2017 September 21st - Heggie Investment Partners celebrates their 2 year anniversary.

2nd Anniversary Ribbon Cutting

2018 September 21st - Heggie Investment Partners celebrates their 3 year anniversary.

2018 September 21st- Heggie Investment Partners celebrates their 3 year anniversary.

2019 March 4th - Maria Pusateri Tyler joins the Heggie Investment Partner's Team.

Heggie Investment Partner's Team

2019 September 21st, Heggie Investment Partners celebrates 4 year anniversary

Heggie Investments Ribbon Cutting

2020 September 21st, Heggie Investment Partners celebrates 5 year anniversary

5th Anniversary

Heggie Investment Partners celebrates six years of service in 2021

Heggie Investments 6 Years

Raymond James is not affiliated with the above organizations and/or charitable causes.

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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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Heggie Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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