Your wealth and legacy Preserve it for generations to come

James R. "Rick" Frayard, CRPS®

Managing Director - Wealth Management
Financial Advisor
Senior Portfolio Manager
Senior Managed Accounts Consultant (SMAC)

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Energy Centre
1100 Poydras Street
Suite 900
New Orleans, LA 70163

With today's retirement plan landscape marked by ongoing change, it all adds up to a greater focus on fiduciary responsibility and new management challenges for plan sponsors.

I take a collaborative approach to helping you address these challenges. And, working together, I can chart a path to help you manage plan complexity. I am on the front lines of the new retirement, and I stand ready to help you and your participants meet the challenges of today's world.

Rick Frayard has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020
  • Financial Times Top 400 Financial Advisers, 2017, 2018, 2019


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