I joined Edward Jones in the fall of 1988 and will soon begin my 34th year with the firm. Relocating from my native Texas after receiving a Bachelor of Science degree from Lamar University, I earned Series 7, Series 63 and Series 66 registrations as well as a life and health insurance license. I obtained the AAMS® designation in 2001. Receiving many awards over the years, I am most honored to have attended the Financial Advisor Leaders Conference since 2014.
Regionally and statewide, I have volunteered in many capacities, including serving on the hiring team and as a field trainer, coach and mentor to new financial advisors. I regularly returned to the Edward Jones home offices to train financial advisors from throughout the United States.
Within my community, I have been a member of the Rotary Club and the chamber of commerce. I have served as a lector and Eucharistic minister within my church parish. My wife, Tracy, and I recently celebrated 29 years of marriage and have been blessed with two children, who recently left us with an empty nest.
I am extremely proud of my branch team and the service they provide to our clients. Malana Helton, Registered Branch Associate, graduated from McNeese State University. Having 25 years in the financial industry, Malana has been with Edward Jones since 2013 and holds licensing in Series 7, Series 63 and life and health insurance. Jennifer Cates-Benoit, Senior Branch Office Administrator, joined Edward Jones in 2016. She earned her BS in finance and MBA from University of Louisiana-Lafayette. Nikki Bergeron, Senior Branch Office Administrator, joined our branch team in 2020 and has over 12 years of experience with Edward Jones.
At Edward Jones, helping you reach your long-term financial goals will always be our most important priority. My branch team and I want to provide you with the most comfortable, knowledgeable experience so that we can help you reach those goals. We consider it a great pleasure serving you!
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
Office Address347 Heather Drive
Opelousas, LA 70570 opens in a new window
Phone NumberFrank D Finchum at (337) 942-8727
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