J. Marcel Louimeus
J. Marcel Louimeus, the driving force behind EXOS Wealth Strategies, wears many hats - he is a founder, an articulate speaker, and an insightful financial educator. He carries the badge of honour as a member of the Association of African American Financial Advisors' prestigious "50 Under 50".
Notable Certifications
Louimeus is a Chartered Financial Consultant (ChFC ®), a Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®). These titles demonstrate his dedication to cultivating expertise, allowing him to deliver top-tier corporate fiduciary services and comprehensive financial planning and wealth management solutions to his clients.
Career Milestones
Throughout his career, Louimeus has emerged as a respected figure in the industry, widely recognized for his impactful influence and professionalism. His notable accomplishments include consistent client successes and substantial contributions to advisory panels and industry conferences, particularly around maximizing 401(k) plan performance and employee participation.
Career Path
Louimeus began his professional journey at Verizon Wireless in June 2011, climbing the ladder from sales representative to store manager. He then served as a Financial Representative for Modern Woodmen of America before moving to Centric Advisors, LLC, where he ascended to President. In June 2020, he embarked on his entrepreneurial journey, establishing EXOS Wealth Strategies, which he continues to guide with unflinching commitment.
EXOS Wealth Strategies: An Independent Advisory Firm
EXOS Wealth Strategies is an independent Registered Investment Advisory firm. The company offers comprehensive financial planning and corporate fiduciary services, with the independence to deliver unbiased solutions and services to clients.
Academic Achievements
A proud alumnus of LeTourneau University, Louimeus completed his Bachelor of Science degree on an academic scholarship. He maintained an active presence in collegiate basketball throughout his undergraduate education and later pursued postgraduate studies at the same institution.
Personal Life and Interests
Louimeus, married to Monse Louimeus and father to three children, values his family time immensely. He harbours a love for the culinary arts and enjoys staying physically active.
Professional Accolades
Louimeus received the "Top 50 African American Advisors Under the Age of 50" award from the Association of African American Financial Advisors in 2021. Additionally, he secured a place on the T.D. Ameritrade's Retirement Plan Advisor Panel in 2019.
Charitable Activities
Louimeus engages in various philanthropic activities, providing meals to people without housing. Born out of humble beginnings, he generously donates $500 each month to Houston and Miami Beach to aid their homeless communities.
EXOS Wealth Strategies: Client-Centric Approach
EXOS Wealth Strategies is dedicated to delivering exceptional services to its clients. Leveraging a team of highly qualified professionals, the company is poised to meet the unique challenges faced by today's investors. Under Louimeus's leadership, the company commits to understanding client goals, undertaking thorough needs analysis, offering tailored recommendations and solutions, and providing continuous client support.
Additional Services and Future Vision
EXOS Wealth Strategies extends its services beyond individual clients to businesses and institutions. Its key offerings include:
- Wealth management
- Risk management
- Hedging
- Cash management
- Trading and arbitrage in equities, options, and futures, as well as fixed-income and currencies
- Real estate offerings
- Private placements
- Direct participation programs
- Public offerings
Built on the cornerstone of fostering trust through the fulfilment of objectives, EXOS Wealth Strategies aligns with Louimeus's long-term vision. He aims to lead the company towards unprecedented heights while ensuring the client's wealth-building journey remains at the forefront.
With his steadfast dedication to achieving financial success for his clients and maintaining the elevated standards of EXOS Wealth Strategies, Louimeus exemplifies a leader's role, paving the path for a prosperous future for the company and its clientele. His unwavering commitment to his profession and his zeal for fitness and family underpins the balanced life he leads - a testament to his holistic approach towards work and life.
