Our Advisory Team

Paul Aragona

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Paul is a founding member and managing partner of SMB Investment Center. He focuses primarily on business development, customer relationship management, and marketing.

Paul earned his finance degree from Oral Roberts University. Paul joined Edward Jones in May 1999, opening an office in Saratoga, NY. In June 2000, he and his new bride, Tiffany, settled in Lafayette, LA, where in 2002 he started the investment program for St. Martin Bank & Trust Co. Then in 2008, he and Brad Sonnier joined together and founded SMB Investment Center, partnering with St. Martin Bank & Trust Co. 

Paul's concern about people and their money extends to his off-time. He enjoys his role as the coordinator of Financial Peace University at his church, and has counseled hundreds of people on their personal finances. Helping them work towards reducing their debt, increasing their savings and making smart financial decisions is a satisfying addition to his role as a financial professional. 

These days, Paul and Tiffany enjoy spending time raising their five children, volunteering at their church and coaching for their children's school. Paul's securities registrations include Series 7, 63, and 65 through LPL Financial, and a Louisiana Life and Health Insurance License. 

Brad Sonnier

Brad-Sonnier2

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As a founding member and managing partner of SMB Investment Center, Brad is primarily responsible for managing the practice. He also coordinates the firm's asset management and financial planning.

Upon graduation from the University of Southwestern Louisiana (now the University of Louisiana) with a degree in finance, Brad became an advisor with Legg Mason Wood Walker, and worked there more than 10 years. When the company merged with Smith Barney, Brad's team — known as Summit Financial — chose an independent path, moving to Wachovia Finet. There Brad served as an asset manager, team coordinator, and informal IT specialist for the group. 

Brad has served in the Louisiana National Guard since 1986. He was called to active duty during Desert Storm, and more recently, he deployed to Iraq in support of Operation Iraqi Freedom. He recently retired at the rank of Lieutenant Colonel. During his 29 years of service he served in multiple positions from Infantry Rifleman to Battalion Commander. 

Brad enjoys spending time with his family outside of work. He and his wife Kayla frequently attend and participate in their five children's athletic and extracurricular activities. Brad's securities registrations, through LPL Financial, include Series 6, 7, 63 and 65, and he holds a Louisiana Life and Health Insurance License. 

Marilyn Watkins

Marilyn-Watkin2

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Marilyn joined SMB Investment Center in 2008 and focuses primarily on business development and customer relationship management. 

As a 1982 graduate of Louisiana State University with a degree in Agricultural Business, she began her career in banking at First National Bank in Lake Charles, LA. There she contributed greatly to the programs she developed, and directed the bank's successful senior marketing program.

In 1988, Marilyn moved her focus to agriculture, joining the rice and grain business. She managed three grain facilities, with the responsibility for day-to-day operations. In 2004, she returned to the financial sector, becoming a financial consultant with A. G. Edwards & Sons (later Wachovia Securities). 

Marilyn serves as President of the Board of C.A.D.A., which operates the domestic abuse shelter in Jefferson Davis Parish, and the Louisiana Rice Drier Association. She is a past member of the Jefferson Davis Bank Advisory Board in Welsh, and is a board member of the Leadership EXCEL Board for Acadia and Jefferson Davis Parishes. She also sits on the Board of the Jefferson Davis Economic Development Commission. Marilyn also finds the time to partner with her husband in a commercial and purebred Brahman cattle operation, and along with him, to parent their three children. 

Marilyn's securities registrations include Series 7 and 66 l through LPL Financial, a Louisiana Life and Health Insurance License, and she is an Accredited Asset Management Specialist.

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 LPL registered representative may only discuss securities or transact business with persons who are residents of AZ, CO, FL, KY, LA, NC, MI, NY, OK, PA, TX, WA, WV.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

St. Martin Bank & Trust and SMB Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.