The Team

BIVES & ASSOCIATES

At Bives & Associates, our mission is to help our clients develop a plan to preserve, grow, and protect their wealth that is consistent with their dreams and values – for today, tomorrow, and future generations.

We are passionate about empowering our clients to make decisions that will help them to feel more confident about their future.We take the time to understand what is truly important and offer personalized financial advice to help them prepare for the expected and unexpected in life. We are dedicated to continually deliver comprehensive financial planning and advice through a holistic personal approach. As a result, we believe you will feel more prepared going into these financial decisions and more informed coming out.

We believe that what we do has significance to the families we serve and the communities to which we are a part, giving each member of our team a strong sense of purpose each and every day.

Our Advisors

Robert J Bives IV

Robert J Bives IV

Private Wealth Advisor

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Designations

CRPC®, RFC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

Tulane University - BS in Finance
CA Insurance #0E83546

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Dana Bives

Dana Bives

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0I30951

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Our Staff

Charlie Cole, CFP<sup>®</sup>

Charlie Cole, CFP®

Registered Practice Associate

CERTIFIED FINANCIAL PLANNER™ professional
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Qualifications

  • 1984 BA in History from Cornell University
  • 1986 Master of Arts in Law and Diplomacy from the Fletcher School/Tufts University
  • FINRA Series 7 & 66
  • Texas Department of Insurance General Lines Agent - Life, Accident, Health, and HMO
  • CA Insurance #0I32512

Roles & Responsibilities

  • Financial Planning Analysis & Assessment
  • Financial Reviews & Follow-Up
  • Insurance Proposals & Analysis
  • Account Transfer Coordination
Jordyn Brown, CFP<sup>®</sup>

Jordyn Brown, CFP®

Registered Practice Associate

CERTIFIED FINANCIAL PLANNER™ professional
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Qualifications

  • 2015 Bachelor of Business Administration in Finance from Texas A&M University
  • FINRA Series 7 & 66 Licenses
  • Texas Department of Insurance General Lines Agent - Life, Accident, Health, and HMO
  • CA Insurance #0L81218

Roles & Responsibilities

  • Financial Plan and Client Data Reviews
  • Financial Planning Analysis & Assessment
  • Financial Reviews & Follow-Up
  • Account Transfer Coordination
  • Forms and Paperwork
Alexis M. Guilbeau

Alexis M. Guilbeau

Registered Client Service Associate

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Qualifications

  • Masters of Business Administration, Millsaps College
  • FINRA Series 7 & 66 Licenses

Roles & Responsibilities

  • Special Projects and Client Events
  • Financial Plan and Client Data Reviews
  • Forms and Paperwork
  • Check / Wires / ACH Debits
  • Required Signatures & E-Docs
  • Appointment Scheduling