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portrait of Daniel J Boudreaux
FINANCIAL ADVISOR

Daniel J Boudreaux

CFP®, AAMS™
1925 2nd St, Slidell, LA 70458opens in a new window
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About Daniel

As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so that you have more options when you retire, regardless of what you decide to do.

In 2000, I began my Edward Jones career at our home office in St. Louis, MO, and became a financial advisor in Slidell, LA, in 2001. I...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Sustainable investing
  • Estate & Legacy Strategies
  • Divorce Finances

Work History

  • Edward JonesJanuary 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • College for Financial PlanningMasters
  • Louisiana State UniversityBachelors

Team Members

  • Kelsey Cramer
    Branch Office Administrator
  • Shelby Cramer
    Associate Financial Advisor

Send Me a Message

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Office Information

Phone

(985) 646-2078

Fax

(888) 646-9724

Office Address

1925 2nd St
Slidell, LA 70458opens in a new window

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