Edward Jones-Financial Advisor: Spencer Smith

06/23/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

06/19/2026

I’m proud to be part of a firm committed to helping families—both through thoughtful, personalized guidance and meaningful community support.

One of the ways we help support communities is through the Walk to End Alzheimer’s®️. It’s a powerful reminder that together, we can make a difference for families impacted by this disease. From funding research to supporting caregivers, every step counts.

If you’d like to join us for an upcoming walk, reach out to me or click this link to learn more: https://bit.ly/4eSJK0l

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

06/18/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

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

06/16/2026

Caregiving touches every part of life, including finances.

For families supporting someone with Alzheimer’s or dementia, the emotional and financial responsibilities often grow over time.

As a financial advisor, I help caregivers navigate the financial side—planning for care costs, organizing resources and easing some of the burden—so they can focus on caring for the person they love.

06/15/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/11/2026

Many people learn about investing for the first time through their workplace.

This video highlights how the right retirement plan—paired with education—can help employees feel more informed and confident about their future. It’s the kind of partnership‑focused work we strive for at Edward Jones.

If you’re a business owner and want to explore what that could look like for your team, feel free to reach out. I’m here to help.

Learn more about how Edward Jones is partnering for positive impact: edwardjones.com/findingfulfillment?utm_term=934281&utm_source=facebook&utm_medium=social_media&utm_content=3186891&c3nid=934281_facebook_3186891&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc5MzczMQ%3D%3D

06/11/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

06/10/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/3RVofDj

06/08/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/43mKMvg

06/05/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4umZP34