Edward Jones - Financial Advisor: Rachel L Conley

05/10/2026

Happy Maifest! We enjoyed a weekend full of Maifest activities at the oldest festival in Texas, with a zebra and a panther in the Junior Coronation.

04/29/2026

We were spoiled today when a wonderful client stopped by with farm fresh eggs—straight from the source!

It meant a lot to us and absolutely made our day.

04/28/2026

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.

04/06/2026

Did you know that April is National Social Security Month? Check out why you should be giving thought and consideration to when it’s most opportune to take your benefit. Then give me a shout and we can discuss how to help you best achieve your retirement goals.

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

03/30/2026

Tax laws are set to change again in 2026, and these updates could have a real impact on your budget, your long‑term savings strategy and even your charitable giving plans. If you’d like to talk about what these updates might mean for your financial goals, I’m here to help.

In the meantime, you can learn more about these changes here: https://bit.ly/4sIEoJR

03/23/2026

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

03/16/2026

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

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

03/05/2026

Lori and I stepped away from the office over lunch to enjoy the beautiful arrangements at the Bluebonnet Garden Club’s 2026 Flower Show. The creativity and colors were absolutely stunning!

03/02/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en