Alexis M. Guilbeau - Financial Advisor with Raymond James

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Alexis M. Guilbeau - Financial Advisor with Raymond James

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Alexis Guilbeau is a Financial Advisor at Raymond James with a heart for people and a head for numbers.

Her personal purpose is simple: To connect people with people, ideas, and experiences that enrich their lives.

10/13/2026

You can be really good at saving money and still not have a financial plan.

I see this more often than you might think.

People who have spent years doing all the right things. Contributing to retirement accounts, building up savings, investing consistently.

But, when I ask what they actually want that money to do for them, the answer isn't always so clear.

And, that's an important distinction.

Saving is about putting money away. Planning is about knowing what you're putting it away for, how much you'll need, and when you'll be able to use it.

The goal isn't just to accumulate more money. Its to be able to do something meaningful with it.

Happy National Savings Day!

10/10/2026

The sun is shining, and it’s a beautiful day to come together for a cause that means so much. 💗 Grateful to be a sponsor of today’s breast cancer walk!

10/08/2026

A couple inherits $3 million. One wants a vacation home. The other wants to save more for retirement and help their kids buy houses.

Same money. Very different priorities.

I came across this story in MarketWatch, and one detail really stood out to me. The husband grew up in a wealthy family, while his wife grew up in a household where money had to be handled much more cautiously.

It's interesting how much our experiences growing up shape the way we think about money, even when our financial circumstances look nothing like they did growing up.

I see this with couples all of the time. One is comfortable spending, while the other is always thinking about the what-ifs.

And, neither is wrong.

It's one of the reasons I think understanding someone's relationship with money is just as important as understanding their financial picture.

Sometimes the numbers aren't the hardest part of financial planning. Its figuring out what matters most to the people involved, especially when they don't see things quite the same way.

10/07/2026

Porter turning one has me wondering where the last year went.

A year ago, we were bringing home a newborn and had absolutely no idea what we were doing. Now he’s starting daycare, into everything, and has more personality than I knew could fit into such a little person.

Our life looks completely different than it did a year ago.

And it got me thinking about how easy it is to miss just how much has changed when you’re busy living it.

I see that with financial planning, too. Careers change. Families grow. Priorities shift. What you want five years from now may not even be what you wanted a year ago.

Your financial plan should be allowed to change with you.

Because life certainly doesn’t stay still.

📸: Moments of St. Pete

10/06/2026

Legacy has been on my mind a lot lately.

Since hosting The Legacy Table last week, I've found myself thinking about all the different things we actually pass down to the people we love. And, then I came across a study I thought was really interesting.

A recent Bank of America study found that less than half of wealthy parents surveyed felt like the next generation was prepared to carry on their family's charitable legacy. But, 87% of younger donors said honoring their family's philanthropic legacy was important to them.

So, what's the disconnect?

Maybe the disconnect isn't whether the next generation cares. Maybe it's whether we've made a point to bring them into the conversation.

Talk about why you give to the organizations you do. Let them help choose a cause the family supports. If you have a donor-advised fund, bring them into some of those decision. Ask what they care about too.

And, maybe that’s part of what legacy really is. Not expecting the next generation to do everything exactly the way we did, but hoping the values behind it stick with them - even if they choose to put their own spin on it.

10/05/2026

I saw a story this morning about Shaq and the way he talks to his kids about money.

He's been very clear with them: his money isn't automatically their money. He expects them to get an education, and if they want him to invest in a business idea, they better come up with a plan.

Whether you agree with his rules or now, I like on thing about it:

His kids know what he expects.

We spend a lot of time talking about how wealth will transfer to the next generation - trusts, wills, beneficiaries, estate documents, tax planning.

But the documents don't explain why you made the decisions you made. They don't tell your kids what you hope the money will allow them to do. And, they don't prepare someone to inherit wealth they've never talked about.

You don't need Shaq money for that conversation to matter.

Transferring wealth is one thing. Preparing your family for it is another.

09/30/2026

You know when you have a vision for something in your head, and somehow the real thing turns out even better?

That was last night.

I brought together eight women around one table - all moms, all business owners, all navigating the very real overlap between building something they’re proud of and raising families they care deeply about.

There was no presentation, no agenda. Just a great meal, great company, and honest conversation about business, motherhood, ambition, legacy, and everything that comes with trying to do all of those things at once.

I created The Legacy Table because so much of my work as a financial advisor is about more than money. It’s about what people are building, who they’re building it for, and what they ultimately want all of that hard work to mean.

Last night was a reminder that some of the best conversations happen when you simply put the right people around the same table and give them the space to connect.

To the women who trusted me with this first table: thank you. You made it better than I could have imagined.

Something tells me this won’t be the last. ❤️

09/16/2026

Your financial plan should evolve with your life. Not just with the markets.

And your advisor should know more than your portfolio. They should know what you’re working toward.

Your financial life doesn’t stay static.

Maybe you’re building a business.
Maybe you’re starting a family.
Maybe you’re changing careers, preparing to retire, or navigating a major transition.

Those moments can change what you need from your financial strategy.

That’s why I believe financial planning should be an ongoing conversation, not something you set up once and revisit when the market gets interesting.

Your investments matter. But they’re only one piece of the picture.

The bigger question is: What are we actually building toward, and is your financial strategy keeping up?

That’s the conversation I want to have with my clients.

What’s changed in your life lately that your financial plan should be accounting for?

09/11/2026

I was in middle school on September 11, 2001, but I still remember that morning so clearly.

My mom was a 911 operator and had just gotten home from a night shift. I remember calling her in tears and waking her up - she actually found out what was happening from me.

I can still remember the confusion, the uncertainty, and slowly realizing that something had happened that none of us fully understood yet.

What strikes me now is that, 25 years later, I’m part of the last generation that will actually remember that day. There are now adults who only know September 11th as something they learned about in school.

Hard to believe it’s been 25 years. Thinking today about all of the people and families whose lives were forever changed that morning.

09/10/2026

Business owners: maxing out your 401(k) doesn’t necessarily mean you’re maxing out your retirement savings opportunities.

For high-income business owners, a cash balance plan can potentially allow for significantly larger tax-deferred contributions, while also creating a tax deduction for the business.

They can be especially interesting for owners who:

→ Are consistently earning more than they need to live on
→ Feel behind on retirement savings after years of reinvesting in the business
→ Are already maximizing traditional retirement plan options
→ Want to build more wealth outside of the business
→ Have consistent cash flow and the ability to commit to meaningful annual contributions

They’re not the right fit for every business, but for the right owner, they can be a very powerful planning tool.

This is one of those strategies that makes me ask: Is your advisor looking at your business and your personal wealth as one coordinated plan?

Because they should be. If this sounds like your business, it may be worth a conversation.

Address

880 Carillon Parkway
Saint Petersburg, FL
33716

Telephone

+17275679499

Website

https://www.raymondjames.com/mustardseedadvisors/

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