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.

10/27/2026

It's spooky season, and as a financial advisor, there are a few things that scare me more than a haunted house. 🦇

I wish I could say that these were exaggerated for Halloween, but I have seen all of these at least once just in the last year.

Some are relatively easy to fix, and others take a little more work. But, all are good reminders that financial planning isn't something you do just once.

Take a look. Hopefully, none of these sound too familiar, but if they do, consider this a friendly reminder to get them checked of your to-do list before they become a bigger issue.

10/26/2026

There are a lot of reasons people put off financial planning. Sometimes it's because they don't know where to start. Other times, they're worried about what they might find out.

But avoiding the conversation doesn't make the uncertainty go away.

You don't have to have everything figured out before you sit down with a financial advisor. That's part of what we're here to help with.

A little less uncertainty is always a good thing. Especially this time of year. 🎃

10/21/2026

I shared yesterday about Porter starting daycare, so naturally this article caught my attention this morning.

The Associated Press published a story about families weighing the cost of childcare against what one parent actually brings home from work.

And, while that's obviously a big part of the decision, there's a lot more to consider.

Retirement contributions, employer benefits, future earning potential, career growth, and even how difficult it might be to reenter the workforce down the road.

But, there's also the personal side. What each parent wants, what works for the family, and what makes sense for their particular circumstances.

And sometimes, families don't have the luxury of choosing what they'd ideally like to do.

I don't think there's a right or wrong answer here. Staying home, working full-time, doing something in between... every family is different.

But, I do think it's important to look beyond the immediate paycheck when weighing a decision that can have such a big impact, both financially and personally.

10/20/2026

Big day for our little guy! 💙 Porter’s first day at Parc Discovery Learning Center!

This one feels extra special after being involved with Parc Center for Disabilities for the last five years. Funny how life comes full circle!

Having Porter home with me this past year has been the best, but balancing work and a baby has definitely been a challenge. I’m going to miss our time together, but I’m also excited to get some of my workdays back. 😂

I think working moms put so much pressure on ourselves to feel guilty about these things. I’m reminding myself that being a good mom doesn’t mean putting every other part of yourself on hold. Taking care of ourselves makes us better parents, too.

Bittersweet, but excited for this next chapter! 💙

10/19/2026

I wrote a little about the K-shaped economy in my latest newsletter, and then came across some pretty interesting data over the weekend that ties right into it.

According to the Federal Reserve, between 2022 and 2025, inflation-adjusted median wealth increased 38% for households headed by someone 75 or older.

For households under 35? It actually declined 23%.

Pretty wild difference.

But think about it. Someone who's spent decades investing and building equity in their home is experiencing the economy very differently than someone trying to buy their first house, pay for daycare, and start saving for retirement.

It's why I find the conversation around how the economy is doing so interesting. Two people can look at the exact same headlines and have completely different experiences.

The economy can look great on paper while plenty of people are still feeling financially stretched.

Anyway, I thought this was an interesting follow-up to my newsletter! If you'd like to receive future editions, let me know. I send them out quarterly with a mix of financial topics, planning ideas, and a little bit of everything else.

Source: Federal Reserve, 2025 Survey of Consumer Finances (released October 9, 2026).

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.

Address

880 Carillon Parkway
Saint Petersburg, FL
33716

Telephone

+17275679499

Website

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

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