Our focus is our clients

William James Investment Group

Our partnership with you forms the basis of all of our work together. In fact, we won't make decisions for you–we'll make them with you. That means we want your input. We'll listen closely when you share your priorities and concerns. Our discussions will help us provide guidance to help you gain control; weigh your next steps and create a course of action you can depend on.

To us, it all comes down to being your advocate–a partner who delivers advice that is relevant to your life and your financial success so you can embrace the future with confidence.

Rick Frayard, Rob Bickham and Bill Capell have been recognized as an industry leaders.

Rick Frayard, Barron's Top 1,200 Financial Advisors, 2016
Rick Frayard, Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
Rob Bickham, Barron's Top 1,000 Financial Advisors, 2012, 2013
Rob Bickham, Barron's Top 1,200 Financial Advisors, 2015, 2016
Bill Capell, Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011

Investment Insights


William James Investment Group

1100 Poydras Street
Suite 900
New Orleans, LA 70163


James R. "Rick" Frayard, CRPS®

Managing Director – Wealth Management
Financial Advisor
Chartered Retirement Plans Specialist (CRPS®)
Senior Portfolio Manager
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
Certified Investment Management Analyst (CIMA®)
Shawna Elaine Prejean

Financial Advisor
Portfolio Management Program Financial Advisor
Travis Frayard, CFP®

Financial Advisor
Michael A. Bohn

Investment Associate
Nettie H. Minor

Investment Associate
Laura E. Capell

Client Service Associate
Patricia "Tricia" Barnett

Client Service Associate
Kyli Blanchard Vaughn

Client Service Associate
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