A partnership to pursue what matters most



William James Investment Group

In today's economy, good financial advice has never been more critical. That’s why it’s so important to partner with a team of dedicated Financial Advisors who are committed to listening to you, understanding your concerns and helping ensure all aspects of your financial life are aligned. We'll strive to be your personal advocates and provide you with advice that is tailored to your unique circumstances and all you'd like your wealth to achieve. We look forward to helping you embrace your financial future with confidence.



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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
Contact Us get directions


James R. "Rick" Frayard
Managing Director – Wealth Management
Financial Advisor
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
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
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