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Daniel L

CFP®, ChFC®, Series 66

Metairie, LA

Edward Jones

Daniel Lumetta is a financial advisor at Edward Jones in Metairie, LA, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. 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 through a nationwide network of more than 23,700 advisors.

Retirement income strategy Wealth management General estate planning guidance Business succession planning Retired Founder/Business Owner Executive
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Kyle B

Series 66

Metairie, LA

Edward Jones

Kyle Bergeron is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Braid Logistics/DHL Global Forwarding, TCI Packaging, Inc., North American Onsite, and BLG Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Values-based investing Christian Faith Based
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