PJ Demarie III, CLU^®, ChFC^®

With his depth of experience and knowledge, PJ is adept at serving those with highly complex financial landscapes. He works with many affluent families, business owners, and specialized professionals. When it comes to their wealth, he is determined to address the heart of the matter, discussing what keeps them up at night and tackling concerns before they become an issue. His aim is to help them prioritize their goals, create greater efficiency in their financial worlds, and deliver unprecedented value in every aspect of their lives.

PJ is incredibly passionate about leading others toward better lives, and he focuses on providing insightful personal guidance with each client interaction. He strives to make a positive difference at every opportunity, and he does so by helping clients discover, on their own, the best path for them. By developing lifelong relationships that support clients in every season, he becomes a steadfast partner they rely on for generations.

“A Life Well Lived” by PJ Demarie III

Life is a race
To a greater place—
Be a winner
every day, in every way,
and in the ultimate race,
don’t compromise what it takes
to get to the ultimate place.

PJ was born and raised in Louisiana on three foundational principles—family, camaraderie, and tradition. He is proud to have formed decades-long relationships with his clients, colleagues, and friends, and even more importantly, to maintain close ties to his family. He and his wife Theresa married in 1980, and their home serves as the primary gathering place for their five children and 12 grandchildren. Whether they’re barbequing on their deck by the pool, vacationing at their beach condo, or entertaining the kids on an RV adventure, they are always creating ways to bring the family together.