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Tracey J

Series 66

Opelousas, LA

Edward Jones

Tracey Joubert is a financial advisor at Edward Jones in Opelousas, LA, holding a Series 66 designation with three years of industry experience. She has a history of employment with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Income planning Retired Founder/Business Owner Executive Young Professionals
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Lisa T

Series 63, Series 65

Opelousas, LA

Edward Jones

Lisa Trahan is a financial advisor with Edward Jones in Opelousas, LA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. She has worked at Edward Jones since 2016 and previously held positions at Hancock Whitney Investment Services Inc. and Concourse Financial Group Securities, Inc. Outside of her advisory role, she is a bass player who occasionally performs at festivals and concerts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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