LPL Financial
LPL Financial located at Gulf Coast Bank strives to help customers achieve their financial goals through education, communication, and proactive service which exceeds their expectations.
Our Investment Team
LPL Financial at Gulf Coast Bank
4310 Johnston St., Lafayette, LA 70503
P.O. Box 490, Abbeville, LA 70511
Office: (337) 892-3102
Fax: (337) 989-2172
Financial Advisor
Neal has more than 30 years of industry experience and is a CERTIFIED FINANCIAL PLANNER®.
He always strives to provide simplified solutions to complex financial issues, uniquely addressing each client’s needs.
Neal works with individuals and small business owners to formulate and implement strategies to pursue their financial life goals. He also utilizes techniques to manage the risks posed from improper asset allocation, market fluctuations, and taxes.
Neal has experience in financial planning, estate planning, business succession planning, and retirement plans including 401K and other advanced planning options for retirement.
Jennifer Cates-Benoit
Investment Administrative Assistant
Jennifer earned her Bachelor of Science in finance and MBA from The University of Louisiana at Lafayette.
After dedicating 13 years of service to oil and gas production, she decided to utilize her degree in the financial industry.
Jennifer believes in treating clients with reliability and transparency.
"I enjoy assisting the financial advisor in helping clients attain their financial goals," she said.
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Gulf Coast Bank deposits and are not FDIC insured. These products are not obligations of Gulf Coast Bank and are not endorsed, recommended or guaranteed by Gulf Coast Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Gulf Coast Bank is not registered broker/dealers and are not affiliated with LPL Financial.
