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Cody Bennett, AFA

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Cody Bennett, AFA


Associate Financial Advisor

Expertise

With a natural bent toward problem solving, Cody oversees the investment side of the business, managing clients’ assets with strategic precision. He loves the creative aspect of developing a portfolio, pulling together all a client’s resources to help them accomplish their goals in the most efficient way possible. More than that, though, he appreciates the relationships that come with the process and the impact he gets to make in his clients’ lives—learning what truly matters to them, prioritizing their goals, and finding a way to make their dreams a reality.

Clients Served

Cody is passionate about serving young professionals and families and up-and-coming entrepreneurs. He is skilled at recognizing their potential and helping them develop a growth plan so they can maximize their opportunities early in life. As the co-owner of a veterinary clinic, he brings unique expertise to the table for entrepreneurs. His goal is to provide valuable insight early in the business cycle so they can establish strong businesses with well-thought-out plans.

Leadership Approach

Cody serves as a personal financial partner for his clients, sitting on their side of the table and helping them see clearly how each strategy relates to their vision of a great life. He has a knack for simplifying the planning process, and he ensures his clients feel comfortable making informed, strategic decisions. He has committed to guiding every client as if they were his own parents—with utmost integrity and a genuine desire to see them succeed.

Education & Designations

  • Bachelor of Science in Biomedical Sciences – Colorado State University

  • Master of Business Administration – University of Maryland, Global Campus

Licenses

  • Series 7

  • Series 63

  • Series 65

  • Life and Health

Community & Industry Involvement

  • Ducks Unlimited, Inc. – Member

  • American Diabetes Association Community Leadership Board– past Board Member

Personal Life

Cody grew up in Colorado, where he met his wife Jennifer in 2008. When she received a veterinary internship in Louisiana in 2013, they packed up their home in Colorado, drove two U-hauls across the country (right through the infamous F5 tornado that hit Moore, Oklahoma), moved into a rental home, and got married—all within 10 days. In 2016, they purchased half the vet clinic, and in 2018, bought the entire business. Today, they have three kids—Kinley, Everett, and Rory—and their days are filled with dance lessons, soccer practice, and the beautiful chaos of family life.

Hobbies

Cody’s wife affectionately describes him as “Martha Stewart with a Y chromosome”—he loves gardening and tending to his plants, and he is fascinated by hummingbirds. He is also an avid hunter (often accompanied by his dog, Teal), which is how he met PJ, who was in the same chapter of Ducks Unlimited. Cody has a special passion for flyfishing, and he enjoys taking annual trips to places like Cuba, the Bahamas, and the Caribbean to fish.

PJ Demarie's headshot

Interested in our services? We'd love to talk.


We're honored that most of our clients come to us by referrals from those we serve. If you or someone you love would benefit from our financial guidance, please don't hesitate to contact us.

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“EXCELLENCE isn't always easy, but it's always EXCELLENT.”
- PJ Demarie III -

Get in Touch


Office: (985) 674-3744
pdemarie@ft.newyorklife.com

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Our Location


634 Village Lane North, Suite 201
Mandeville, LA 70471

Disclosure

Philbert Demarie is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #W/CLB1212720), AZ, CA (CA Insurance License #704818), CO, DC, FL, GA, KS, KY, LA, MD, MN, MS, NC, NV, NY, OH, OK, TN, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

Philbert Demarie is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 634 Village Ln N Ste 201, Mandeville, LA, 70471, 985-674-3744. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Philbert Demarie is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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  • Who We Are
    • Our Team
    • Strategic Resources
  • How We Help
    • Our Proprietary Process
    • Why Work With Us?
    • Paths of Engagement
    • Services and Expertise
  • Client Education
    • Nautilus Blog
    • Video Library
    • Guideposts
    • Life Plan Strategies for Your Business
    • Navigating Income Tax
  • Client Login
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