About Us
Beaumont Asset Management, L.L.C. is a fee-only independent registered investment adviser firm that provides investment portfolio management using a combination of individual equities, fixed income securities, unit investment trusts, exchange traded funds and mutual funds as determined to be appropriate for each client.
Beaumont Asset Management manages portfolios that range from all-equity portfolios to predominantly income-oriented portfolios.
Beaumont Asset Management manages portfolios that range from all-equity portfolios to predominantly income-oriented portfolios.
Our Team
Francis Coker - Investment Advisor
M.B.A., Rice University
B.A. Louisiana State University
Francis is Managing Member and portfolio manager for Beaumont Asset Management. He has over 20 years experience as an investment portfolio manager and advisor.
Francis began his financial services career at Kingston Investments while completing his MBA. He expanded on this boutique investment advisor firm experience managing portfolios at Hibernia Bank and Capital One Asset Management.
He has served as Treasurer of the Symphony of Southeast Texas and the St. Anthony Cathedral School Foundation, President of the Southeast Texas Youth Symphony and on the boards of Some Other Place and Monsignor Kelly Catholic High School.
Francis is a member of the CFA Institute and the Financial Planning Association.
M.B.A., Rice University
B.A. Louisiana State University
Francis is Managing Member and portfolio manager for Beaumont Asset Management. He has over 20 years experience as an investment portfolio manager and advisor.
Francis began his financial services career at Kingston Investments while completing his MBA. He expanded on this boutique investment advisor firm experience managing portfolios at Hibernia Bank and Capital One Asset Management.
He has served as Treasurer of the Symphony of Southeast Texas and the St. Anthony Cathedral School Foundation, President of the Southeast Texas Youth Symphony and on the boards of Some Other Place and Monsignor Kelly Catholic High School.
Francis is a member of the CFA Institute and the Financial Planning Association.
Jeff Oliverio - Client Service Manager
B.A., St. Meinrad College
Jeff has over 20 years experience in the financial services industry.
Jeff began his financial services career as a financial advisor at Farmers and Merchants Bank. He was Resource Manager for the Beaumont and Dallas regions of the trust department of Hibernia Bank and Capital One.
He is actively involved in the community serving as Chairman of the Southeast Texas Food Bank, Chairman and Treasurer of Catholic Charities of Southeast Texas and the St. Katherine Drexel Community Health Fair and the Spindletop Mental Health Association.
Jeff is a member of the Financial Planning Association.
B.A., St. Meinrad College
Jeff has over 20 years experience in the financial services industry.
Jeff began his financial services career as a financial advisor at Farmers and Merchants Bank. He was Resource Manager for the Beaumont and Dallas regions of the trust department of Hibernia Bank and Capital One.
He is actively involved in the community serving as Chairman of the Southeast Texas Food Bank, Chairman and Treasurer of Catholic Charities of Southeast Texas and the St. Katherine Drexel Community Health Fair and the Spindletop Mental Health Association.
Jeff is a member of the Financial Planning Association.
Margaret Meaux, WMS™, FPQP®, CRPS™ - Compliance and Operations Coordinator
B.A. in Economics and Finance - summa cum laude, University of Dallas
Margaret joins us having previously been a credit analyst at Wells Fargo. She implements our compliance program and software systems.
Margaret is an Investment Adviser Representative of Beaumont Asset Management, L.L.C. having passed the Series 65 exam. She has completed the Wealth Management Specialist™, the Financial Paraplanner Qualified Professional™, and the Chartered Retirement Plans Specialist™ designations from the College for Financial Planning.
Margaret is a member of the Phi Beta Kappa honor society.
B.A. in Economics and Finance - summa cum laude, University of Dallas
Margaret joins us having previously been a credit analyst at Wells Fargo. She implements our compliance program and software systems.
Margaret is an Investment Adviser Representative of Beaumont Asset Management, L.L.C. having passed the Series 65 exam. She has completed the Wealth Management Specialist™, the Financial Paraplanner Qualified Professional™, and the Chartered Retirement Plans Specialist™ designations from the College for Financial Planning.
Margaret is a member of the Phi Beta Kappa honor society.