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Shelby C

Series 66

Slidell, LA

Edward Jones

Shelby Cramer is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Shelby worked for nine years at First Horizon Bank. Shelby also serves as Vice President of The Northshore Network, a nonprofit networking organization in Slidell, LA. 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. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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

CFP®, Series 63

Slidell, LA

Edward Jones

Daniel Boudreaux is a financial advisor with Edward Jones in Slidell, LA, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a managing partner at D and H Properties Northshore LLC. Edward Jones is a full-service wealth management firm that serves 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 managed solutions, supported by a large network of financial advisors and branch offices across the country.

Divorce financial planning General estate planning guidance Retirement income strategy Early retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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