Professional Experience and Designations
Louimeus is a Chartered Financial Consultant (ChFC®), Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®) These designations highlight his expertise in providing comprehensive financial planning and corporate fiduciary services He continuously develops his knowledge and skills better to serve his clients in financial planning and wealth management
Louimeus has supported numerous clients throughout his career, guiding them through different financial matters His success and influence as an advisor have led to his inclusion in the prestigious Association of African American Financial Advisors' "50 Under 50" list.
EXOS Wealth Strategies - Independence and Comprehensive Solutions
EXOS Wealth Strategies, an independently owned Registered Investment Advisory firm, operates with complete autonomy in providing its clients with comprehensive financial planning and corporate fiduciary services The firm believes in delivering exceptional services by assembling highly qualified professionals who work together as a team to meet the challenges faced by today's investors
The company's range of services includes wealth management, risk management, hedging, cash management, trading, and arbitrage in equities, options, futures, fixed-income, and currencies Additionally, EXOS Wealth Strategies offers real estate offerings, private placements, direct participation programs, and public offerings. These services are designed to help clients achieve their financial goals while building a trusting relationship with the firm
Education and Academic Achievements
J Marcel Louimeus earned a Bachelor of Science degree from LeTourneau University, where he received an academic scholarship. During his undergraduate education, he played collegiate basketball for all four years Louimeus furthered his education by completing postgraduate work at LeTourneau University, demonstrating his commitment to personal and professional growth.
Personal Life and Interests
In his personal life, J Marcel Louimeus finds joy in spending time with his family Family movie nights and exploring the culinary arts are activities that bring them closer together Louimeus is also an avid fitness enthusiast, considering exercise and physical well-being as essential aspects of his life His passion for fitness stems from his background as a basketball player during his formative years He still holds the record for the highest all-time field goal percentage in his college's history.
Professional Accomplishments and Recognition
J Marcel Louimeus has been honored with several professional accomplishments throughout his career. In 2021, the Association of African American Financial Advisors recognized him as one of the Top 50 African American Advisors Under the Age of 50 This prestigious award is a testament to his dedication and expertise in the industry
In 2019, Louimeus was selected to join TD Ameritrade's Retirement Plan Advisor Panel showcases his deep understanding of maximizing 401(k) plan performance and increasing employee participation.
Charitable Work and Giving Back
Louimeus believes in giving back to the community and supporting causes close to his heart. He is actively involved in charitable work and provides various supportive services to charities and organizations, including donating meals to people without housing Having experienced humble beginnings and firsthand knowledge of homelessness, Louimeus donates a minimum of $500 monthly to the City of Houston and another $500 per month to the City of Miami Beach specifically to provide meals for people without housing
Building Trust and Long-Term Vision
EXOS Wealth Strategies is built on the core principles of trust and goal execution. Under the leadership of J Marcel Louimeus, the firm aims to lead the industry for the long term By prioritizing the needs and goals of their clients, Louimeus and his team work diligently to provide exceptional services, utilizing their expertise and experience to help clients navigate the complexities of financial planning and wealth management
In conclusion, J Marcel Louimeus is a highly accomplished financial professional, founder, and CEO of EXOS Wealth Strategies With his extensive experience, notable designations, and commitment to helping clients achieve their financial goals, Louimeus has earned a well-deserved reputation as a leader in the industry