Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors.
With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My (branch office administrator, Janine Mothner and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.
Operating as usual
7 top considerations [EDJ2020]
edwardjones.com Just beginning to invest? Here's how to start down the right path.
Are you an experienced financial advisor looking to take your practice to the next level? Attend this event on February 4th to learn more about the opportunity at Edward Jones.
Current Series 7 & 66 licenses required for participation.
There are so many places where you can put your money. I can help you create a
financial strategy that fits your needs. [EDJ2021]
With the new year upon us, have you checked in on your future financial picture? Wondering where you should invest your money? Invest in yourself. Let’s talk and plan your financial future, together. [EDJ2021]
This calculator is a great starting point for our conversation - use it and then bring your results when we meet. [EDJ2021]
edwardjones.com Let's work together to address the role of life insurance in your financial strategy.
Wondering what your options are? Let's take a look. [EDJ2020]
edwardjones.com Edward Jones breaks down the steps to take if you have a 401(k) loan and then lose your job.
Confused about life insurance? Our guide can help. [EDJ2020]
edwardjones.com You know you need life insurance. But what amount is right for you? Which type of insurance should you choose? Our life insurance guide can help.
Is a CD a good option on the road to financial fitness? Certificates of deposit (CDs) offer a savings option for a fixed period of time. [EDJ2020]
edwardjones.everfi-next.net Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI
Opening a new savings account for you or a loved one? Learn more about how different savings accounts can help you achieve financial fitness. [EDJ2020]
edwardjones.everfi-next.net Learning how to save money and the options available to you are a major key to financial success. From Edward Jones and EVERFI
Happy New Year!
Homeownership is a huge milestone, but the actual mortgage application process can be overwhelming. Prepare yourself with these insights on types of mortgages and key steps of the process. [EDJ2020]
edwardjones.everfi-next.net Learn how to work with a lender you trust and find a mortgage that fits your needs and budget. From Edward Jones and EVERFI
Three broad, lasting changes that could result from the pandemic. [EDJ2020]
edwardjones.com What's the economic outlook for a post-COVID-19 world? Our perspective on the long-term impacts caused by the pandemic.
Are your investments aligned to your values? Should they be? Here are some of the basics. [EDJ2020]
edwardjones.com Is socially conscious investing right for you? Learn the basics about environmental, social and governance investing strategies.
When it comes to your financial strategy, the “what ifs” can hold you back. I can help you prepare for life’s twists and turns. Let’s talk. [EDJ2020]
Looking for more ways to help save for your child’s education? A 529 plan offers tax-free growth and tax-free withdrawals on money spent for education. [EDJ2020]
Take this short quiz to help you figure out where to begin and prepare you for a successful meeting with me. [EDJ2020]
startingpoint.edwardjones.com Now more than ever, it feels good to take control of your financial situation, whether it's all at once or a little at a time.
Are you planning to change jobs in the near future? Take a look at this checklist, then let's meet to determine a plan moving forward. [EDJ2020]
edwardjones.com What are the financial implications for a job change? Let me know how I can help after you review this checklist.
4 common questions [EDJ2020]
edwardjones.com What others do you have? I'm more than happy to address them - give me a call!
Is your retirement plan ready for the new idea of retirement? If not, let's meet. [EDJ2020]
edwardjones.com Our study surveyed 9,000 North Americans across five generations and identified four areas that impact the quality of life in retirement: health, family, purpose and finances.
3 strategies to consider – it's all about understanding your priorities and the trade-offs you're willing to make. [EDJ2020]
edwardjones.com Here are a few tips on how to achieve multiple financial goals.
We've reached a "new normal" for American business in 2020. To better understand the challenges many are facing, we partnered with Fortune to explore why it's more important than ever for financial advisors to seek opportunities for doing things a better way. [EDJ2020]
brand-studio.fortune.com Navigating the new state of financial advising.
Get to know our process. [EDJ2020]
edwardjones.com We use a disciplined approach to select the stocks, bonds and mutual funds we recommend.
Financial and aging concerns are common topics. Here are 5 things to keep in mind. [EDJ2020]
edwardjones.com Give me a call, and I'll help you prepare for the conversation.
It's an important question, and this calculator can help frame our discussion. [EDJ2020]
edwardjones.com Are you on track? Fill out the necessary calculator fields, then let's talk.
This article discusses how education savings are taken into account in financial aid calculation. Let me know if you have any questions! [EDJ2020]
edwardjones.com This can be a complex topic, so I'm happy to review your options with you.
Do bonds make sense for your financial strategy? [EDJ2020]
edwardjones.com Let's meet to address any questions you might have.
Working parents deserve work-life balance – especially right now. We’re proud to be named one of the 2020 Best Workplaces for Parents by Great Place to Work® and FORTUNE Magazine. [EDJ2020]
careers.edwardjones.com Edward Jones has been named one of the 2020 Best Workplaces for Parents by Great Place to Work® and FORTUNE Magazine. The firm, ranked No. 7 on the list of 100 companies, earned this award for creating consistently positive experiences for working parents.
4 broad views for the year ahead [EDJ2020]
edwardjones.com How can you best position yourself to stay on track toward your goals in the coming year and well beyond? Give me a call - let's discuss.
Our short quiz helps you figure out where to begin and delivers personal considerations to help you prepare for our initial meeting. [EDJ2020]
You can either save for risks or insure against them. Take a closer look. [EDJ2020]
edwardjones.com Without an estate plan, your estate may likely be controlled by state law and the courts. A proactive estate strategy helps ensure your finances and medical care are aligned with your wishes.
Why Edward Jones? We don't just talk about personal service. We're built to deliver it. [EDJ2020]
edwardjones.com Edward Jones financial advisors take the time to understand your investment objectives before they development a personalized investment strategy.
Address a wide range of financial considerations before your new addition arrives. You could also consider sharing this checklist with your children if they're adding to their families! [EDJ2020]
edwardjones.com Adding to your family is an exciting event. With so much to think about and do, we know it can also be a little stressful – and we want to be there to help with your financial needs.
The firm, ranked No. 7 on the list of 100 companies, earned this award for creating consistently positive experiences for working parents. [EDJ2020]
edwardjones.com Rankings are based primarily on parents' scores of trust and fairness across the company culture, including levels of trust, pride, management effectiveness, innovation, diversity and equity.
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