I work with high net-worth individuals, families and business owners to understand their financial situation, help them articulate their short and long-term goals and then I recommend a financial strategy aligned with what they want to achieve. My team and I focus on connecting all aspects of my clients financial lives to help them prioritize and pursue the goals that matter most to them. I concentrate on providing goals based planning and estate planning services by offering access to various specialist within Merrill's vast array of products and services. I work on with clients in Lafayette area and around the country. As a Senior Financial Advisor, Portfolio Manager, I have spent over 20 years providing financial counseling to clients and their families. I started with Merrill Lynch Wealth Management in 1995. My passions include spending time with my family, I am an avid outdoorsman and we enjoy traveling in our spare time. SERVICES OFFERED: Income Planning, Retirement Planning, Risk Management and Wealth Management. I welcome a connection if: * You are currently retired or are near retirement and are seeking a retirement plan. * Are dissatisfied with your current advisor and would like a second opinion. * You are a business owner or executive looking for professional financial advice and guidance.. * Would like to connect with anyone in my network. Contract information Phone: 337-265-2033 Email: Jaime_fontenot@ml.com *A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. 