Charles Genois is a native of New Orleans. He graduated from De La Salle High School in 1985. He studied accounting, finance and management at LSU and UNO. He graduated from UNO with a B.S. in Business Administration in 1990. Charles and his wife, Maureen Murphy Genois, were married in 1995. They have two sons, Andrew and Alexander. In addition to being a spectator at his sons' sporting events, Charles enjoys exercising, golf, fishing, hunting, community service and travel.
Charles has had only one occupation. He has been serving clients as a financial advisor since 1991. In 1997, Charles began practicing fee-based investment management. In 2001, at age 33, Charles founded his own wealth management practice after a valuable decade-long association with a 70-year old boutique investment and insurance services firm in New Orleans. His practice initially affiliated with the broker/dealer formerly called Pan-American Financial Advisers in New Orleans.
In May of 2005, after extensive evaluation, Charles decided to make a major long-term change, for the benefit of his clients, by affiliating with Raymond James Financial Services, Inc. based in St. Petersburg, Florida. Additionally, as an indication of his high esteem for Raymond James, Charles has recruited five financial advisors in Metropolitan New Orleans to Raymond James since 2005.
Charles is a registered securities principal and he holds the Series 7, 24, 63, 66 and 51 securities licenses. He is licensed in 42 states and Washington D.C. In addition, Charles is a licensed insurance agent in Louisiana, Texas, Mississippi, Alabama, North Carolina Maryland and Florida. He is a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) as designated by the America College.
As his practice has grown over the last 24 years, the focus of the practice has become unified wealth management. Private and corporate clients benefit from the coordination of investment and consulting services in key areas: investment management, retirement planning/consulting (including 401(k) plans) and advanced planning/insurance.