A lifelong resident of Lafayette, LA, I am married to my beautiful wife, Rovilia. We have four children: Hayley, Lacey, Ray III and Trisha. We enjoy traveling, being outdoors, gardening and playing golf.
After graduating from UL in 1987, I followed my entrepreneurial spirit for a number of years prior to joining Edward Jones as a financial advisor in 2001. I earned the Accredited Asset Management Specialist™ (AAMS™) designation in 2010. The AAMS™ designation is awarded by the College for Financial Planning to individuals who successfully complete a 12-module professional education program, pass a rigorous examination, commit to its code of ethics and agree to continuing education instruction.
My primary purpose as an Edward Jones financial advisor is to invest the time needed to understand each client's needs, goals and financial objectives. Only then can we create a strategy to help meet the financial goals of our clients. By offering a wide range of investments, such as stocks, bonds, certificates of deposit, mutual funds and tax-free municipal bonds, we can tailor a strategy for every type of investor. We also focus on life insurance and long-term care.
I not only enjoy working with high net-worth clients who have complex needs, but also those clients looking to simplify their lives by account consolidation. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
At Edward Jones, we are focused on you. The firm has thousands of professionals working for the benefit of you. Advanced technology supports my office and our clients. My team makes it easy for the client to utilize many different digital options to stay connected with the branch. These options suit many different lifestyles. Relationships are key. We love meeting face to face because we believe it builds stronger foundations. We meet when it is convenient for our clients because we recognize the challenging needs of their business and personal lives.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Insurance & Annuities
- College Savings
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Outdoor Enthusiast
Phone NumberRaymond P Walters Jr at (337) 289-0027
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