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Tricia B

Series 66

Slidell, LA

Edward Jones

Tricia Barrera is a Series 66 credentialed financial advisor with Edward Jones in Slidell, LA, where she has worked since 2016. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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