A partnership to pursue what matters most



William James Investment Group

Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocates, we can provide you with advice that is tailored to your unique circumstances and priorities. We'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, we will continue to adjust your plan should circumstances change so you can embrace your financial future with confidence no matter what the environment.



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William James Investment Group

1100 Poydras Street
Suite 900
New Orleans, LA 70163
337-593-3603
337-593-3600
855-308-2141 fax
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James R. "Rick" Frayard
Managing Director – Wealth Management
Financial Advisor
Senior Portfolio Manager
Senior Managed Accounts Consultant (SMAC)
William C. Capell
Senior Vice President – Wealth Management
Financial Advisor
Senior Managed Accounts Consultant (SMAC)
Robert "Rob" Bickham, CIMA®
Managing Director – Investments
Senior Institutional Consultant
Shawna Elaine Prejean
Financial Advisor
Portfolio Management Program Financial Advisor
Travis Frayard
Financial Advisor
Michael A. Bohn
Investment Associate
Nettie H. Minor
Investment Associate
Carol M. Smith
Wealth Strategy Associate
Laura E. Capell
Client Service Associate
Patricia "Tricia" Barnett
Client Service Associate
Kyli Blanchard Vaughn
Client Service Associate
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