Biz 500 2023

Page 62

BANKING

BANKING

FINANCIAL SERVICES

GUY WILLIAMS

JOHN J. ZOLLINGER IV

CEO Gulf Coast Bank & Trust

Chief Banking Officer Home Bank

PATRICIA BESSELMANMAIN

This banking veteran has been at the helm since Gulf Coast was transformed from American Savings in 1990. Williams is also co-founder of Pontchartrain Beach Foundation, a nonprofit hoping to restore and re-open the storied beach at the lake end of Elysian Fields Avenue. He’s currently working to secure $20 million in funding that will make the dream a reality.

Home Bank is a publicly traded, Louisianabased community bank, and Zollinger joined the institution in 2010. He’s overseen regional commercial banking as market president for both the Northshore region and, more recently, the New Orleans region, where he’s in charge of the commercial line of business covering 43 Louisiana, Mississippi and Texas locations.

For 18 years, this New Orleans native has helped GNO business owners and individuals plan for their future. She’s a certified financial planner who is knowledgeable about retirement, investments, insurance, taxes, financial planning and estate planning. She gives her time to the Jefferson Chamber, the East Jefferson Business Association, the March of Dimes and others.

Education: Georgia State University (MBA), Emory University (BBA) Go-to Restaurant: Herbsaint On the Horizon: “New acquisition in Minneapolis” Nonprofit Cause: Community Sailing New Orleans Advice: “Trust your instincts.” Hidden Gem: Lola’s Hero: John Mark Comer

Education: University of New Orleans (MBA) Spring Hill College (BS) Nonprofit Cause: Café Reconcile Hidden Gem: 504 Craft Beer Reserve Advice: “If you want to be happy throw yourself completely into what you are doing, whatever it might be.” Who Do You Admire? “Small business owners”

Education: Rice University (BS) Go-to Restaurant: “Nirvana is my happy place.” Hidden Gem: “Century Girl Vintage is fantastic!” On the Horizon: “Celebrating our company’s 50th anniversary and opening a new office” Advice: “Start a Roth IRA as soon as you can!” Passion: “Sharing the world and things I love with my two girls”

FINANCIAL SERVICES

FINANCIAL SERVICES

FINANCIAL SERVICES

ANITRA BLUEFRANCIS

JARRETT COHEN

MASON COUVILLON

Financial Advisor/Growth Development Director Northwestern Mutual

Principal and Chief Investment Officer JECohen & Co

President Dardis Couvillon & Associates

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Known by the Instagram handle @ yourfinancialadvisher, Blue-Francis specializes in providing “strategic, comprehensive advice to help successful women, business owners, families and retirees meet their financial goals.” She began her financial planning practice in 2007 while completing an internship during her senior year of college. She is a Chartered Financial Consultant.

After beginning his career in the New York City office of Deloitte & Touche, Cohen founded his own financial services firm in 2015 to direct investments in public securities, private commercial real estate and private equity. He’s president of the Historic Faubourg Tremé Association, a member of the Chartered Financial Analyst Institute and active in many civic and business groups.

Couvillon entered the financial services industry in 1996. Twelve years later, he started Dardis Couvillon, where he implements investment strategies in addition to leading the overall operation. He believes in using a “holistic, goals-based” approach to wealth management and financial planning while gaining a full understanding of his clients’ needs and developing lasting relationships.

N EW O RLE AN S 5 00

FINANCE

Education: Louisiana State University (BS) Best Fest: “I’m looking forward to French Quarter Fest and Fried Chicken Fest” Who Do You Admire? “People who blossom despite all odds — like a ‘concrete rose’” Work Highlight: “Meeting new people and learning what they learned about money from observing their mom and dad”

Education: Louisiana State University (BS) Go-to Restaurant: Hobnobber’s Best Fest: Treme Festival Hidden Gem: Little People’s Place On the Horizon: “We are excited about acquiring the New Orleans Cotton Exchange building to house our corporate headquarters.” Who Do You Admire? “My sister Eboni”

Education: Georgetown University (BA) Go-to Restaurant: Galatoire’s Advice: “Ad Majorem Dei Gloriam” Hidden Gem: Cure Hero: “My grandfather, Alden ‘Doc’ Laborde” On the Horizon: “Expansion to meet the needs of our wonderful clients” Nonprofit Cause: Junior Achievement

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President Besselman Wealth Planners


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