Edward Jones - Financial Advisor: Brooke Walthall

11/09/2025

Today, we remember and honor the lives lost on Sept. 11, 2001. May we never forget the sacrifices made and those we lost on that day.

24/02/2025

Emerson enjoyed her snow days last week. ❄️☀️ We may have lost a few tennis balls though. 🫣

How did you enjoy your snow days?

25/12/2024

Wishing you a very merry Christmas filled with joy and peace.

23/12/2024

The beginning of Christmas week meant an early present for Emerson from Orvis. We wish everyone a very Merry Christmas week with friends and family!

11/11/2024

On this day, and all other days of the year, we humbly thank our brave veterans for their service and sacrifice.

28/10/2024

This was Emerson’s reaction to the market performance last week. It gave her the Halloween scaries 👻 BUT October is historically a poor performance month, so don’t fret!!

21/10/2024

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Practical and proven strategies you can take to become a more tax-efficient investor.

18/10/2024

I had the privilege of joining other advisors in our region for breakfast with our firm's managing partner, Penny Pennington.

Yesterday she took the time to sit with us to hear about our experiences, frustrations, and celebrations. Penny is insightful, inspiring, and kind.

I feel so fortunate to work for a company that cares so much about their employees and clients. I also got to spend the morning with other advisors that I can call friends!

14/10/2024

Big weekend in our household!! Emerson had new play mates that wore her out while I was part of my best friends wedding day.

An eventful weekend, but we soak in every moment and are so grateful for great friends & family.

30/09/2024

Another Monday is here which means it’s a new week with new goals and tasks to accomplish. What is one thing you hope to get done this week?

26/09/2024

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

23/09/2024

Last Thursday, I had the pleasure of presenting a seminar for the Portsmouth Economic Development aimed at small business owners. The seminar focused on discussing various retirement plans tailored to meet the specific needs of business owners, along with insights on insurance.