J. Marcel Louimeus: President, CEO, and Financial Educator
J. Marcel Louimeus is a distinguished figure in the financial industry, serving as the President and CEO of EXOS Wealth Strategies. He is a founder, speaker, and passionate financial educator. With his expertise as a Chartered Financial Consultant (ChFC®), Chartered Retirement Plans Specialist (CRPS®), and Accredited Investment Fiduciary (AIF®), Louimeus offers a wide range of services to his clients, focusing on both corporate fiduciary services and individual financial planning and wealth management.
A Leader in the Industry
Louimeus has established himself as a recognized leader in the financial advisory field, known for his professionalism and significant expertise. Throughout his career, he has successfully supported clients in various financial matters. He has also been actively involved in advisory panels and industry conferences, where he shares best business practices, particularly in optimizing 401(k) plan performance and encouraging employee participation.
Career Journey
After gaining experience in communications, Louimeus pursued an MBA and joined Modern Woodmen of America as a Financial Representative in 2014. His exceptional performance led him to Centric Advisors, LLC in 2017, where he took on the role of President of Institutional Retirement Services. During his tenure, he played a pivotal role in the firm's attainment of Federally-Covered status. In June 2020, he ventured on a new path, founding EXOS Wealth Strategies, which he has successfully managed since then.
Empowering People through Financial Education
J. Marcel Louimeus's work involves helping individuals achieve their financial goals by providing valuable education. He believes in empowering his clients through knowledge, equipping them with the tools to make informed financial decisions and secure their future.
About EXOS Wealth Strategies and its Affiliates
EXOS Wealth Strategies is an independently owned Registered Investment Advisory firm that provides comprehensive financial planning and corporate fiduciary services. The company can deliver tailored solutions and services to its clients as an autonomous entity. Additionally, EXOS Capital Group, LLC, an affiliate of EXOS Wealth Strategies, focuses on alternative investments for accredited investors. EXOS CG has launched a highly successful hedge fund that consistently generates above-market returns for its clients.
Education and Personal Life
Louimeus graduated with a Bachelor of Science from LeTourneau University, where he was awarded an academic scholarship. Throughout his undergraduate education, he actively participated in collegiate basketball. He continued his postgraduate studies at LeTourneau University, furthering his dedication to education and personal growth.
Outside his professional endeavors, Louimeus is happily married to Monse Louimeus and is the proud father of three children. He cherishes family time through movie nights and exploring the culinary arts. An avid fitness enthusiast, he prioritizes exercise and wellness, which keeps him physically fit and contributes to his personal brand and overall empowerment.
Professional Accomplishments
In recognition of his outstanding achievements, Louimeus received the prestigious "Top 50 African American Advisor Under the Age of 50" award from the Association of African American Financial Advisors in 2021. He was also granted a seat on T.D. Ameritrade's Retirement Plan Advisor Panel in 2019. His impressive professional designations include being a Chartered Financial Consultant (American College of Financial Services), a Chartered Retirement Plans Specialist (College of Financial Planning), and an Accredited Investment Fiduciary (Fi360, now known as Broadridge).
Charitable Endeavors
Beyond his commitment to his clients, J. Marcel Louimeus actively supports various charitable organizations. He passionately contributes to causes that resonate with him, such as donating meals to people experiencing homelessness. With a personal understanding of humble beginnings and firsthand experience of homelessness, he donates a monthly amount of $500 each to the City of Houston and the City of Miami Beach to provide meals for people experiencing homelessness.
Building Trust and Delivering Excellence
EXOS Wealth Strategies is an independently owned Registered Investment Advisory firm committed to delivering comprehensive financial planning and corporate fiduciary services. The company believes in fostering trust by executing clients' goals and continually meeting their evolving needs. Led by J. Marcel, the founder, owner, and managing principal, the team at EXOS Wealth Strategies comprises highly qualified professionals who work collaboratively to ensure the highest standards for their clients. The company offers various services, including wealth management, risk management, hedging, cash management, trading and arbitrage, real estate offerings, private placements, direct participation programs, and public offerings. With a strong focus on teamwork and a dedication to meeting the challenges of today's investors, Louimeus envisions leading the company for the long term.
Portfolio: https://jmarcellouimeus.com
