How I Can Help You
Alexis Guilbeau is a planner with a heart for people and a head for numbers. Her approach is straightforward: set ambitious goals and work together to achieve them. She specializes in crafting personalized financial plans that adapt to each client’s unique circumstances. Beyond managing wealth, Alexis invests in her clients’ well-being, aiming to be their trusted partner in building a secure future.
Her personal purpose is simple: To connect people with people, ideas, and experiences that enrich their lives. Whether that is through personal and professional introductions or something as simple as a book recommendation, Alexis enjoys finding out what gives people energy and joy and to provide it for them.
What Makes Me Knowledgeable
With over 14 years in the financial services industry, Alexis has worked with clients and financial advisors throughout the country. Her prior industry experience includes Ameriprise Financial and Northwestern Mutual. Alexis holds a Bachelor of Business Administration and Bachelor of Arts in French from Millsaps College. She also earned a Master of Business Administration from the Else School of Management at Millsaps College. She holds the Series 7 securities license, as well as the Florida Life, Accident, & Health insurance license in order to serve clients to the highest level.
Getting to Know Me
Alexis and her husband Cooper, who is also a Raymond James employee, live in Saint Petersburg, FL with their fur babies. When she’s not in the office, you can usually find her with the Tampa Bay or St. Pete Chambers of Commerce exploring all the great things Tampa Bay has to offer. She enjoys cooking, travelling, and getting involved in the community. Alexis also serves as the Co-Chair of the NextGen Engagement Committee for Parc Center for Disabilities in Pinellas County.