Advisors at this firm
Francis C
Series 63, Series 65, Series 66
Katy, TX
Beaumont Asset Management, LLC
Francis Coker is a financial advisor with Beaumont Asset Management, LLC in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has been with Beaumont Asset Management since 2009. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting, employing fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.
Marco R
CFP®, CFA®, Series 65
Katy, TX
Beaumont Asset Management, LLC
Marco Rimassa is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has worked at Beaumont Asset Management, LLC since 2024 and has prior experience with Cfe Financial LLC, Investors Trust, Inc, The PAW Group, and Service Corporation International. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and pension consulting, tailoring portfolios through fundamental analysis and a mix of long- and short-term strategies aligned with client objectives and risk tolerance.
Margaret M
Series 65
Tyler, TX
Beaumont Asset Management, LLC
Margaret Meaux is a financial advisor at Beaumont Asset Management, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo from 2019 to 2021. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and pension consulting, using fundamental analysis and a combination of long- and short-term strategies tailored to client objectives and risk tolerance.
