About J. Marcel Louimeus: President, CEO, and Financial Educator
J. Marcel Louimeus holds the esteemed positions of President and CEO at EXOS Wealth Strategies. He is a recognized founder, accomplished speaker, and dedicated financial educator. With his extensive expertise as a Chartered Financial Consultant (ChFC®), Louimeus offers his clients a comprehensive range of services, encompassing various aspects of financial planning and wealth management. He proudly holds membership in the distinguished Association of African American Financial Advisors' "50 Under 50" list.
Expertise and Designations
Louimeus's commitment to continuous professional development is evident in his special designations, including Chartered Financial Consultant (ChFC®), Chartered Retirement Plans Specialist (CRPS®), and Accredited Investment Fiduciary (AIF®). These credentials enable him to provide exceptional corporate fiduciary services while catering to his client's financial planning needs.
A Leader in the Industry
Renowned for his influence and professionalism, J. Marcel has cultivated a longstanding history of success by supporting clients through various financial matters. His expertise has been sought after by advisory panels, and he has actively participated in industry conferences, where he shares best practices in optimizing 401(k) plan performance and promoting employee participation.
Career Journey
J. Marcel Louimeus embarked on his career after several years in communications. After completing his MBA, he joined Modern Woodmen of America in 2014 as a Financial Representative, where he played a pivotal role in guiding clients toward financial success. In 2017, his exceptional skills led him to Centric Advisors, LLC, where he assumed the position of President of Institutional Retirement Services. During his tenure, Louimeus was instrumental in helping the firm achieve Federally-Covered status. In June 2020, he founded EXOS Wealth Strategies, and he has been successfully leading the company.
Helping Clients Achieve Financial Goals
Louimeus is deeply committed to assisting individuals in realizing their financial goals. Through his financial education initiatives, he empowers clients with knowledge and insights that enable them to make informed decisions and secure their financial future.
About EXOS Wealth Strategies and its Affiliates
EXOS Wealth Strategies is an independently owned Registered Investment Advisory firm providing comprehensive financial planning and corporate fiduciary services. The company operates with complete autonomy, delivering tailored solutions and services to its clients. As an affiliate, EXOS Capital Group, LLC focuses on providing alternative investments to accredited investors. EXOS CG has launched a hedge fund that consistently generates exceptional returns, surpassing market expectations for several consecutive quarters.
Education and Personal Life
J. Marcel completed his Bachelor of Science degree at LeTourneau University, where he earned an academic scholarship. During his undergraduate education, he actively participated in collegiate basketball. Furthering his dedication to education, Louimeus pursued postgraduate studies at LeTourneau University.
Beyond his professional endeavors, J. Marcel Louimeus finds immense joy in family life. He is married to Monse Louimeus and enjoys spending quality time with their three children. Together, they enjoy family movie nights and explore the culinary arts. Louimeus is also an avid fitness enthusiast, recognizing the importance of exercise and wellness in empowering himself and his brand.
Professional Accolades
J. Marcel 's outstanding achievements have garnered recognition within the industry. In 2021, the Association of African American Financial Advisors honored him as one of the Top 50 African American Advisors Under the Age of 50. In 2019, he secured a seat on T.D. Ameritrade's Retirement Plan Advisor Panel. Furthermore, he holds prestigious designations, including Chartered Financial Consultant (American College of Financial Services), Chartered Retirement Plans Specialist (College of Financial Planning), and Accredited Investment Fiduciary (Fi360, now known as Broadridge).
Commitment to Charitable Causes
While prioritizing his client's needs, Louimeus supports various charitable organizations. His philanthropic efforts extend to supporting charities and cause that resonates with him, such as donating meals to people experiencing homelessness. He consistently donates $500 monthly to the City of Houston and another $500 to the City of Miami Beach, specifically designated for meals for people experiencing homelessness. Louimeus's experiences of humble beginnings and homelessness have inspired him to give back and make a positive impact.
Building Trust and Delivering Excellence
EXOS Wealth Strategies, as an independently owned Registered Investment Advisory firm, operates with complete autonomy, prioritizing the provision of exceptional services. The company relies on a team of highly qualified professionals who work collaboratively to deliver the highest standards for their clients. Under the leadership of J. Marcel Louimeus, the founder, owner, and managing principal, EXOS Wealth Strategies offers a range of services, including wealth management, risk management, hedging, cash management, trading and arbitrage, real estate offerings, private placements, direct participation programs, and public offerings. The company's core values revolve around building trust through the execution of client's goals, with Louimeus leading the company's long-term vision.
Expertise and Designations
Louimeus's commitment to continuous professional development is evident in his special designations, including Chartered Financial Consultant (ChFC®), Chartered Retirement Plans Specialist (CRPS®), and Accredited Investment Fiduciary (AIF®). These credentials enable him to provide exceptional corporate fiduciary services while catering to his client's financial planning needs.
A Leader in the Industry
Renowned for his influence and professionalism, J. Marcel has cultivated a longstanding history of success by supporting clients through various financial matters. His expertise has been sought after by advisory panels, and he has actively participated in industry conferences, where he shares best practices in optimizing 401(k) plan performance and promoting employee participation.
Career Journey
J. Marcel Louimeus embarked on his career after several years in communications. After completing his MBA, he joined Modern Woodmen of America in 2014 as a Financial Representative, where he played a pivotal role in guiding clients toward financial success. In 2017, his exceptional skills led him to Centric Advisors, LLC, where he assumed the position of President of Institutional Retirement Services. During his tenure, Louimeus was instrumental in helping the firm achieve Federally-Covered status. In June 2020, he founded EXOS Wealth Strategies, and he has been successfully leading the company.
Helping Clients Achieve Financial Goals
Louimeus is deeply committed to assisting individuals in realizing their financial goals. Through his financial education initiatives, he empowers clients with knowledge and insights that enable them to make informed decisions and secure their financial future.
About EXOS Wealth Strategies and its Affiliates
EXOS Wealth Strategies is an independently owned Registered Investment Advisory firm providing comprehensive financial planning and corporate fiduciary services. The company operates with complete autonomy, delivering tailored solutions and services to its clients. As an affiliate, EXOS Capital Group, LLC focuses on providing alternative investments to accredited investors. EXOS CG has launched a hedge fund that consistently generates exceptional returns, surpassing market expectations for several consecutive quarters.
Education and Personal Life
J. Marcel completed his Bachelor of Science degree at LeTourneau University, where he earned an academic scholarship. During his undergraduate education, he actively participated in collegiate basketball. Furthering his dedication to education, Louimeus pursued postgraduate studies at LeTourneau University.
Beyond his professional endeavors, J. Marcel Louimeus finds immense joy in family life. He is married to Monse Louimeus and enjoys spending quality time with their three children. Together, they enjoy family movie nights and explore the culinary arts. Louimeus is also an avid fitness enthusiast, recognizing the importance of exercise and wellness in empowering himself and his brand.
Professional Accolades
J. Marcel 's outstanding achievements have garnered recognition within the industry. In 2021, the Association of African American Financial Advisors honored him as one of the Top 50 African American Advisors Under the Age of 50. In 2019, he secured a seat on T.D. Ameritrade's Retirement Plan Advisor Panel. Furthermore, he holds prestigious designations, including Chartered Financial Consultant (American College of Financial Services), Chartered Retirement Plans Specialist (College of Financial Planning), and Accredited Investment Fiduciary (Fi360, now known as Broadridge).
Commitment to Charitable Causes
While prioritizing his client's needs, Louimeus supports various charitable organizations. His philanthropic efforts extend to supporting charities and cause that resonates with him, such as donating meals to people experiencing homelessness. He consistently donates $500 monthly to the City of Houston and another $500 to the City of Miami Beach, specifically designated for meals for people experiencing homelessness. Louimeus's experiences of humble beginnings and homelessness have inspired him to give back and make a positive impact.
Building Trust and Delivering Excellence
EXOS Wealth Strategies, as an independently owned Registered Investment Advisory firm, operates with complete autonomy, prioritizing the provision of exceptional services. The company relies on a team of highly qualified professionals who work collaboratively to deliver the highest standards for their clients. Under the leadership of J. Marcel Louimeus, the founder, owner, and managing principal, EXOS Wealth Strategies offers a range of services, including wealth management, risk management, hedging, cash management, trading and arbitrage, real estate offerings, private placements, direct participation programs, and public offerings. The company's core values revolve around building trust through the execution of client's goals, with Louimeus leading the company's long-term vision.