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Evan F

Series 66, Series 65

Metairie, LA

Edward Jones

Evan Francioni is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Edward Jones, he worked at Beacon Pointe Advisors and has an academic background including roles at Louisiana State University and the University of New Orleans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ross M

Series 66

Metairie, LA

Edward Jones

Ross Morel is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the pharmacy sector, including at Ochsner Specialty Pharmacy and NOLA Discount Pharmacy. Outside of his advisory role, he is involved with Reservation Beach LLC, managing guest check-ins and bookings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large national presence and offers affiliated capabilities beyond advisory services, such as a trust company and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner Doctor or Medical Professional
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Joseph N

CFP®, ChFC®, Series 66

Metairie, LA

Edward Jones

Joseph Nieto is a financial advisor at Edward Jones in Metairie, LA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of financial advisors and branch offices, as well as its affiliated services including mutual funds and a trust company.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brent L

Series 66

Metairie, LA

Edward Jones

Brent Lyons is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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