Stevens & Guilbeaux Financial Consulting Group
About Us
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Meet Our Team
Eric Stevens
Senior Financial Advisor
Institutional Plan Fiduciary Consultant
Phone: 337.312.4001
Email: eric.stevens@wfafinet.com
Background & Experience
This basic philosophy has been the centerpiece for how Eric and his team manage their wealth management practice and, more importantly, how they create trusting, life-long client relationships through the uncertainty of ever-changing markets.
For over 24 years, Eric has worked as a financial advisor representing individuals and their families and serving as a retirement plan specialist for corporations and family businesses.
Before he began his career as a wealth manager, Eric gained valuable experience and unique insights as a business owner and entrepreneur in both the private and public sectors. This “real world” training has enabled Eric to provide invaluable advice and expertise in a variety of financial areas, including investment and estate planning strategies, 401(k) management, investments, insurance, and financial markets, all with the support of an industry leading institution as solid as Wells Fargo Advisors Financial Network.
Licensure & Education
Away From the Office
An avid outdoorsman and offshore fisherman, Eric’s passion for a cleaner, healthier environment fueled his drive to create Clean Bayou, LLC, an environmental not-for-profit. In just two years, Clean Bayou and its army of volunteers have worked tirelessly to remove 9.5 tons of trash and debris and over 400 discarded tires from the banks of the bayous located in and around Southwest Louisiana.
Eric, his wife, Shawn, and their beautiful daughter, Samantha, love to travel and experience all this beautiful world has to offer, having recently completed a family pilgrimage to Greece and Spain.
When not attending LSU football games, traveling, or fishing offshore, Eric and family enjoy entertaining and sharing life with friends around the kitchen table where their collective love of food and friendship comes alive.
This basic philosophy has been the centerpiece for how Eric and his team manage their wealth management practice and, more importantly, how they create trusting, life-long client relationships through the uncertainty of ever-changing markets.
For over 24 years, Eric has worked as a financial advisor representing individuals and their families and serving as a retirement plan specialist for corporations and family businesses.
Before he began his career as a wealth manager, Eric gained valuable experience and unique insights as a business owner and entrepreneur in both the private and public sectors. This “real world” training has enabled Eric to provide invaluable advice and expertise in a variety of financial areas, including investment and estate planning strategies, 401(k) management, investments, insurance, and financial markets, all with the support of an industry leading institution as solid as Wells Fargo Advisors Financial Network.
Licensure & Education
- Senior Financial Advisor
- Institutional Plan Fiduciary Consultant
- Senior Fundamental Choice Portfolio Manager
- Series 7, 63, and 65 Registered
- Life and Health Insurance licensed
- Bachelor of Finance (Louisiana State University)
Away From the Office
An avid outdoorsman and offshore fisherman, Eric’s passion for a cleaner, healthier environment fueled his drive to create Clean Bayou, LLC, an environmental not-for-profit. In just two years, Clean Bayou and its army of volunteers have worked tirelessly to remove 9.5 tons of trash and debris and over 400 discarded tires from the banks of the bayous located in and around Southwest Louisiana.
Eric, his wife, Shawn, and their beautiful daughter, Samantha, love to travel and experience all this beautiful world has to offer, having recently completed a family pilgrimage to Greece and Spain.
When not attending LSU football games, traveling, or fishing offshore, Eric and family enjoy entertaining and sharing life with friends around the kitchen table where their collective love of food and friendship comes alive.
James Guilbeaux Jr.
Senior Financial Advisor
Institutional Plan Fiduciary Consultant
Phone: 337.312.4001
Email: james.guilbeaux@wfafinet.com
Background & Experience
For 18 years James has worked as a Financial Advisor. He began his career with Edward Jones in 2005. He joined Wells Fargo Advisors in 2010 then moved to Wells Fargo Advisors Financial Network in 2017, a move that has given him additional tools, support, and resources to help him better manage his client’s assets. In 2015 James earned his Accredited Investment Fiduciary Designation, AIF®. Advisors who have earned the AIF® Designation have a thorough understanding of the fiduciary standard of care and its application and are required by law to act solely in the interests of and with undivided loyalty to their clients.
With a strong sense of character, compassion, and integrity, he and his team have built a wealth management practice focused on creating life-long relationships that span generations. He provides comprehensive investment planning and has been successful by working with family business owners, retirees, and pre-retirees.
Licensure & Education
Away From the Office
James loves to travel and has journeyed to England, France, Germany, Austria, Czech Republic, Mexico, South America, Antarctica, and many parts of the United States. He also has a passion for music. He plays the guitar, sings, and on occasion can be heard performing around town. An active person, he enjoys playing golf, soccer, running, scuba diving, and snowboarding, kayaking, camping, biking, and hiking.
James is a proud father to his daughter Celia who is a graduate of McNeese State University.
For 18 years James has worked as a Financial Advisor. He began his career with Edward Jones in 2005. He joined Wells Fargo Advisors in 2010 then moved to Wells Fargo Advisors Financial Network in 2017, a move that has given him additional tools, support, and resources to help him better manage his client’s assets. In 2015 James earned his Accredited Investment Fiduciary Designation, AIF®. Advisors who have earned the AIF® Designation have a thorough understanding of the fiduciary standard of care and its application and are required by law to act solely in the interests of and with undivided loyalty to their clients.
With a strong sense of character, compassion, and integrity, he and his team have built a wealth management practice focused on creating life-long relationships that span generations. He provides comprehensive investment planning and has been successful by working with family business owners, retirees, and pre-retirees.
Licensure & Education
- Senior Financial Advisor
- Institutional Plan Fiduciary Consultant
- Senior Fundamental Choice Portfolio Manager
- Series 7, 63 & 66 Registered
- Accredited Investment Fiduciary
- Life and Health Insurance licensed
- B.S. Business Management, McNeese State University
Away From the Office
James loves to travel and has journeyed to England, France, Germany, Austria, Czech Republic, Mexico, South America, Antarctica, and many parts of the United States. He also has a passion for music. He plays the guitar, sings, and on occasion can be heard performing around town. An active person, he enjoys playing golf, soccer, running, scuba diving, and snowboarding, kayaking, camping, biking, and hiking.
James is a proud father to his daughter Celia who is a graduate of McNeese State University.
Marlo Granger
Senior Administrative Associate
Phone: 337.312.4001
Email: marlo.granger@wfafinet.com
Background & Experience
Marlo has been in the business of providing customer service for over 30 years in industries that include retail, telecommunications, and industrial. She holds two Bachelor of Science Degrees from McNeese State University in Accounting and Management.
Marlo has been a valued member of our team more than 10 years works diligently to maintain and nurture lasting relationships with all of our clients. She provides personalized service and quick responses to their inquiries.
Marlo strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including appointment management, opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.
Marlo has been in the business of providing customer service for over 30 years in industries that include retail, telecommunications, and industrial. She holds two Bachelor of Science Degrees from McNeese State University in Accounting and Management.
Marlo has been a valued member of our team more than 10 years works diligently to maintain and nurture lasting relationships with all of our clients. She provides personalized service and quick responses to their inquiries.
Marlo strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including appointment management, opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.