Edward Jones-Financial Advisor: Olivia Zwetzig

Edward Jones-Financial Advisor: Olivia Zwetzig Throughout my life, helping others has been an integral part of who I am. This is exactly what our Financial Advisor did for us so many years ago.

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. From an early age I was instilled with a passion for learning which prompted me to obtain my undergraduate and master's in education. I utilized this in the private sector helping various local and global organizations refine and implement their learning and change management

programs all while placing special emphasis on their people, the heart and soul of the organization. My husband Todd and I have two children which we thoroughly enjoy watching participate in a variety of sports. We also enjoy the outdoors and taking advantage of the various seasons of Michigan, our home state. The first time we met with our Financial Advisor was when we got pregnant with our first child, and we are so very grateful that we had his perspective and education to make solid choices for the future. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. If this is what you're looking for or are even just curious about how we can partner to reach your goals, I would be honored to connect with you. Contact me today! Member SIPC.
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Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
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

Today, we honor our nation’s symbol. May the stars and stripes continue to inspire unity and reflect the freedoms we sha...
06/14/2026

Today, we honor our nation’s symbol. May the stars and stripes continue to inspire unity and reflect the freedoms we share.

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Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4utADYN

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
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Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/09/2026

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.

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial n...
06/08/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

When accounts, cards, and goals live in different places, it can be hard to see how everything fits together. Even simpl...
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When accounts, cards, and goals live in different places, it can be hard to see how everything fits together. Even simple decisions can feel more complicated than they need to be. ��

When more of your financial picture comes together, clarity improves and confident decisions can follow. ��

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/4uTFeEq

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
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Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
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Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

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

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
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Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

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