Edward Jones- Financial Advisor: Rachael Hunt

G'Mar Chatima Tovah and may you and your loved ones have a blessed and meaningful Yom Kippur.

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4yNrwEU



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Confidence in Managing Financial Future Lacking at All Ages Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

Shanah Tovah! Wishing you health, happiness and many sweet returns this year and for many years to come.

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/46d9ijQ



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.