J. Marcel Louimeus is a well-established figure in the finance sector, currently presiding as the CEO and President of EXOS Wealth Strategies. He is also recognized as a knowledgeable speaker and an insightful financial educator. As a Chartered Financial Consultant, Louimeus extends diverse services to his clientele.
He has garnered respect within the industry, being listed among the Association of African American Financial Advisors' "50 Under 50".
Certifications and Expertise
Louimeus holds several prestigious designations in his field: he is a Chartered Financial Consultant (ChFC ®), Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®). These certifications allow him to develop his expertise continuously and deliver high-level corporate fiduciary services. Additionally, Louimeus extends his services to individual clients in various financial planning and wealth management aspects.
Career Path
Louimeus embarked on his professional journey in June 2011, starting as a sales representative for Verizon Wireless. His dedication and competence soon led him to the position of store manager. In June 2014, he transitioned to a role as a Financial Representative at Modern Woodmen of America, where he served for six months.
Subsequently, Louimeus joined Centric Advisors, LLC, progressing through the ranks to become President. He held this position until June 2020. Building on his extensive experience and insight, Louimeus founded EXOS Wealth Strategies, where he continues serving as CEO and President. His work primarily focuses on assisting clients in attaining their financial objectives, often by delivering comprehensive financial education.
EXOS Wealth Strategies
EXOS Wealth Strategies is an independent Registered Investment Advisory firm offering an all-inclusive financial planning suite and corporate fiduciary services. Being independently owned, the firm has the autonomy to provide personalized solutions and services to its clients.
Education
J. Marcel Louimeus is a proud graduate of LeTourneau University, having earned a Bachelor of Science on an academic scholarship. He was also a collegiate basketball player throughout his undergraduate education. Louimeus is passionate about his academic journey and the hard work he invested in achieving his educational goals. He also pursued postgraduate studies at the same university.
Personal Life
Louimeus leads a fulfilling personal life. He is happily married to Monse Louimeus, and they are proud parents of three children. His hobbies include experimenting with culinary arts, enjoying family movie nights, and keeping fit. As an avid fitness enthusiast, Louimeus devotes considerable time to exercise. He played basketball during his university years, setting (and still holding) the record for the highest all-time field goal percentage in his school's history. After college, he focused on maintaining his fitness level to stay healthy and promote his brand.
Professional Accolades
Louimeus's work has earned him significant recognition. In 2021, the Association of African American Financial Advisors honoured him as one of the Top 50 African American Advisors Under the Age of 50. In 2019, he secured a seat on T.D. Ameritrade's Retirement Plan Advisor Panel. His professional credentials include being a Charted Financial Consultant through the American College of Financial Services, a Chartered Retirement Plans Specialist through the College of Financial Planning, and an Accredited Investment Fiduciary through Fi360, now known as Broadridge.
Charitable Contributions
Louimeus is dedicated to serving his clients and actively contributes to charitable causes. Among his philanthropic endeavours is donating meals to people without housing. He commits at least $500 monthly to the City of Houston and Miami Beach to provide meals for people without housing, motivated by his humble beginnings and personal experiences.
About EXOS Wealth Strategies
EXOS Wealth Strategies is an independent Registered Investment Advisory firm committed to delivering comprehensive financial planning and corporate fiduciary services. The firm places great emphasis on offering clients exceptional services, employing a team of highly qualified professionals to maintain the highest standards for clients. The firm's service offerings include wealth management, risk management, hedging, cash management, trading and arbitrage in various financial instruments, real estate offerings, private placements, direct participation programs, and public offerings. Guided by the principle of trust-building through goal execution, J. Marcel Louimeus aims to lead the company towards long-term success.
