Covington, LA Terra Bella Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

136 Terra Bella Blvd Ste A

Covington LA 70433

Advisors at this office

2

Advisors at this office

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Connie S

Series 66

Covington, LA

Edward Jones

Connie Sousa is a Series 66-credentialed financial advisor at Edward Jones with four years of industry experience. She has been with Edward Jones since 2007, including her current role starting in 2023. Outside of her advisory work, Sousa manages a martial arts school in Slidell, Louisiana. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, corporate, and charitable clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

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

Tyler G

CFP®, Series 66

Covington, LA

Edward Jones

Tyler Gugliuzza is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Covington, LA. Outside of his advisory role, he is involved with TLGCS Development, LLC, a real estate office rental business in Madisonville, LA. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Divorce financial planning Business ownership considerations Retirement income strategy Planning for children with special needs Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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