Edward Jones - Financial Advisor: Carlee Rose

09/04/2026

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.

09/03/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4x0r2d1

09/02/2026

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

What you need to know to better protect you and your family from today's scams and fraud tactics.www.edwardjones.com/us-en

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4h1oS8b

08/27/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4xoBxaZ

08/27/2026

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.

08/25/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4zFBnxO

08/21/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

08/19/2026

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to evolve. Growth, ownership, and impact tend to matter more when you’re building something meant to last. If you’re reflecting on that path, a conversation can add clarity.