Edward Jones - Financial Advisor: Scott Roy

09/08/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.www.edwardjones.com/us-en

09/02/2026

Clients often ask me about the latest IPO. It’s a great opportunity to talk through pricing dynamics, early volatility and why fundamentals matter more than first-day buzz. I can help you stay focused on long-term strategy — not short-term hype.

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...

08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/3TUzNaW


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

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

07/28/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

07/22/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

07/21/2026

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.

A recent Wall Street Journal article shared findings from our research with Gallup showing that 51% of Americans are living in this “financial middle,” feeling steady for now, but aware how quickly things could shift.

What I find encouraging is that people who feel financially fulfilled are 4.3x more likely to have a financial advisor. Because having someone to help you think through decisions and build a plan can bring a lot more clarity and confidence.

Read the full article here: https://bit.ly/3RkZX5K

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

07/16/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

07/08/2026

Today I’m proud to announce that I’ve been recognized among the 2026 Forbes|SHOOK®️ Best-in-State Wealth Advisors. Thank you to everyone who made this possible, especially my Client Support Team: Carli Petit, Maddie Michaud and Nancy Cordua.

Disclosures: 2026 Forbes|SHOOK®️ Best-in-State Wealth Advisors in NC, published April 2026, research by SHOOK®️ Research LLC, data as of June 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

07/07/2026

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Whether you’re building savings or already retired, a quick review can help ensure your strategy still aligns with your goals. If you’ve been meaning to take a closer look, this season may be the right time to start the conversation.

With summer underway and the year at its midpoint, it can be a helpful moment to step back and revisit your progress toward what is likely one of your most important financial goals — your retirement. www.edwardjones.com/us-en