Welcome to SMB Investment Center
Investing made simple
Life's journey starts here.
Getting you where you want to go in life takes commitment. If you're committed to the journey, we want to be there with you. SMB Investment Center, a financial advisory group focused on educating and guiding families and individuals toward their financial destinations, is committed to serving our clients honestly, directly, and skillfully – wherever their journey begins.
Come in and take a look around. Meet our team, explore our resources, and let us show you how we help our clients make prudent financial choices.
Do the difficult things while they are easy and do the great things while they are small. A journey of a thousand miles must begin with a single step. Lao Tzu
Taking the time to understand your goals, making the effort to define your route, and committing the resources required to get you there are all elements of a successful journey – with money or in life.
Where is your journey taking you? Whether you are saving for a house, a child's education, or a comfortable retirement, you need a strategy, discipline, and a clear direction. That's where we come in. We can provide the coaching, guidance and the motivation to help make your dreams a reality. Don't take your journey alone.
The decisions you make today can have a lasting impact on your future.
SMB Investment Center, a strategic partner of St. Martin Bank & Trust Co. is, first and foremost, a group of people who care. We are a team of experienced financial professionals who value relationships, and the opportunity to work with families in our community. We apply an educational, personalized approach to each and every client, regardless of whether they're just starting out or nearing retirement. Our hands-on, disciplined approach to financial guidance means we will strive to keep you focused on your goals and advise you on how to reach them.
A Brief History
Back in 2008, Paul Aragona and Brad Sonnier opened SMB Investment Center, inside the branches of St. Martin Bank & Trust Co. Customers of the bank appreciated the convenience of investing where they bank, and soon the word spread that honesty, service, and a personal touch are embedded in SMB Investment Center's values.
In 2008, SMB Investment Center was chosen as an Endorsed Local Provider by the Dave Ramsey organization, and soon, those outside the bank began to take notice. Families and individuals who need help with personal financial strategies, investing, offsetting risk, and preparing for their futures turn to the team at SMB Investment Center, finding them ready to listen and respond to clients' individual needs.
By 2012, SMB Investment Center had added Marilyn Watkins and Derrick LaGarde to their advisory ranks, as well as office support staff Harvette Ortego and Michelle Smith. Clients now trust the group with more than $100m in invested assets, and they have been recognized by Focus Magazine as well as The Dave Ramsey Show for their investment expertise.
About LPL Financial
As a partner firm with LPL Financial, the largest independent broker/dealer in the nation*, we are able to bring you the powerful resources and independent research of a leading financial services firm.
LPL Financial works to support us in our business practices, so that we are able to focus on our clients. They provide us with the technology, tools and compliance support that help us deliver state-of-the-art services. Because they do not offer proprietary products, LPL Financial advisors can provide objective, conflict-free investment recommendations.
Learn more about LPL Financial at www.lpl.com.
*As reported in Financial Planning magazine, 1996-2013, based on total revenues.
Should you have any questions or would like more information on our firm, please contact us .
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona (AZ), Louisiana (LA), New York (NY), Oklahoma (OK), Pennsylvania (PA), Texas (TX)
Products are: NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE – NOT A DEPOSIT – NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.