Edward Jones - Financial Advisor: Alexis R. Mumford

04/30/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

04/10/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

04/06/2026

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

04/03/2026

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

03/30/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

03/30/2026

Markets remain reactive as the Middle East conflict enters Week 5. Our Principal, Head of Policy, Regulatory and Government Relations Andy Blocker covers key timing shifts, upcoming inflection points, and what continued volatility could mean for investors.

03/27/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

03/26/2026

Thank you Junior Achievement of the Eastern Shore for the opportunity to share!!

How I hope to have impact …
As a female financial advisor, I am proud to take financial concepts and strategies and explain them in a way that encourages women to be a part of the conversation. I hope to create a ripple effect by giving my female clients and community members the tools, knowledge, and confidence to make empowered financial decisions for their futures.

My advice for young female leaders …
BE BOLD. Be bold when envisioning your future. Don't be afraid to dream big, take risks, or pursue paths that challenge you. Growth happens when you step outside of your comfort zone. For young women considering careers in male-dominated fields: don't try to change to fit a traditional mold. Instead, embrace what sets you apart. Your unique perspective, experiences, and strengths aren't obstacles - they're your superpowers!

WHM Profile with JAES Board Member - Alexis Mumford! ✨🤗

Thank you for supporting our organization and our work with local students along the Shore! 📚 Check out her professional profile for our women's history month campaign! 🙌

03/13/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

03/09/2026

Giant tech companies have been runway market leaders. However, 2026 has been a different story. With the Magnificent Seven lagging the pack, Senior Economist, James McCann takes a broad look across the market to uncover opportunities.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

03/06/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.