Advisors at this firm
Robert C
Series 63, Series 65
Metairie, LA
Colomb Investment Management Company, LLC
Robert Colomb is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has been with Colomb Investment Management Co, LLC since 2006. Outside of his advisory role, he owns and operates a non-investment related payroll services business. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, often utilizing strategic allocations with occasional tactical adjustments.
Thomas W
ChFC®, Series 63, Series 65
Daphne, AL
Colomb Investment Management Company, LLC
Thomas Webb is a financial advisor at Colomb Investment Management Company, LLC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at McBryar Advisory Services, Park Avenue Securities, and Guardian Life Insurance Company. Webb also owns Webb Financial Strategies, which provides retirement and estate planning insurance products and services. Colomb Investment Management Company offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm’s investment approach focuses on long-term, diversified portfolios guided by Modern Portfolio Theory and the Efficient Market Hypothesis, with oversight of third-party managers and tailored client agreements.
Mary J
CFP®, Series 63, Series 66
Ocala, FL
Colomb Investment Management Company, LLC
Mary James is a CFP® professional with 34 years of experience in the financial industry. She is currently with Colomb Investment Management Company, LLC and has held roles at firms including Touchstone Wealth Advisors LLC and McBryar Advisory Services, Inc. Mary is also an author and the managing member of Prime Image Design LLC. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm’s approach emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and the Efficient Market Hypothesis, often using strategic allocations alongside occasional tactical adjustments.
John B
ChFC®, Series 63, Series 65
Fort Myers, FL
Colomb Investment Management Company, LLC
John Bellino is a financial advisor with Colomb Investment Management Company, LLC in Fort Myers, FL, holding a ChFC® designation and over 37 years of industry experience. He has worked with Guardian Life Insurance Company since 1996 and held roles at Park Avenue Securities from 1999 to 2024. Outside of advising, he is licensed to foster children through the Florida Baptist organization. Colomb Investment Management Company, LLC provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and often works with third-party managers under both discretionary and nondiscretionary mandates.
Samuel A
Series 63, Series 65
Montclair, NJ
Colomb Investment Management Company, LLC
Samuel Alleyne is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Horter Investment Management, and Intrinsic Wealth Strategies, Inc. Outside of his advisory work, he provides debt counseling services through Debt Free for Life. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and utilizes both discretionary and nondiscretionary mandates, often collaborating with third-party managers.
Eric H
Series 65
Laurel, MD
Colomb Investment Management Company, LLC
Eric Harris is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Marathon Financial Group, LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he serves on several nonprofit boards, including the Bay Theatre Company and the Central Maryland Chamber Foundation, and is involved in local community organizations in Laurel, MD. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, and offers both discretionary and nondiscretionary mandates with oversight of third-party managers.
Michael B
Series 65
Metairie, LA
Colomb Investment Management Company, LLC
Michael Babin Jr. is a financial advisor at Colomb Investment Management Company, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Colomb Investment Management since 2018. In addition, he has worked as an independent insurance agent licensed in life, disability, and fixed annuities since 1996. Colomb Investment Management Company provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, often using strategic allocations combined with tactical adjustments.
Shauna P
Series 66
Lakeside, CA
Colomb Investment Management Company, LLC
Shauna Price is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Paradigm Shift Financial, Park Avenue Securities, and Guardian Life Insurance Company. Price is also an independent licensed insurance agent. Colomb Investment Management Company, LLC provides personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm’s investment approach focuses on long-term, diversified portfolios guided by Modern Portfolio Theory and employs both discretionary and nondiscretionary mandates, often working with third-party managers under its oversight.