Edward Jones - Financial Advisor: Melissa R. Stockman

Edward Jones - Financial Advisor: Melissa R. Stockman Helping families build & protect wealth with personalized, tax-smart financial strategies.

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all im...
09/03/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4hadln2

It’s easy to think financial planning is about numbers, investment returns and retirement accounts. And of course, those...
09/01/2026

It’s easy to think financial planning is about numbers, investment returns and retirement accounts. And of course, those things matter.

But ultimately, the numbers are there to support something much bigger.

It’s having choices. It’s taking care of the people you love. It’s creating opportunities for the next generation. And sometimes, it’s simply having the freedom to be present for moments like this. 🤎

Everyone’s definition of “rich” looks a little different. What does yours look like?

09/01/2026

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=929323&utm_source=facebook&utm_medium=social_media&utm_content=3186891&c3nid=929323_facebook_3186891&c3ch=BranchSocialMedia&EID=MDAwMDAwMTYyNjg0OQ%3D%3D

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
08/29/2026

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.

We can help you address some of the common financial needs we see among business owners, including retirement plans, pro...
08/27/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

When Edward Jones talks about “finding your rich,” this is mine. ❤️  For me, being rich has never been just about a numb...
08/25/2026

When Edward Jones talks about “finding your rich,” this is mine. ❤️ For me, being rich has never been just about a number in an account. It’s having the people I love around me, watching my family grow and change, celebrating the big milestones and appreciating the ordinary moments that somehow end up meaning the most. That’s one of the things I love about the work I get to do every day. Financial planning isn’t simply about accumulating more. It starts with defining what “rich” means to you and then making intentional choices with your money to help you live more of it. Your rich might be family. It might be travel, retiring with confidence, helping your kids or grandkids, giving back to your community, or simply having the freedom to spend your time the way you want. This is my rich. What’s yours? ❤️

My job as a financial advisor is to help individuals and business owners think through financial decisions big and small...
08/25/2026

My job as a financial advisor is to help individuals and business owners think through financial decisions big and small. I also hold the Chartered Financial Consultant®️ certification, which reflects additional study in financial planning topics.

Together, we can talk through things like retirement, tax strategies and insurance considerations—always centered around what matters most to you. I’d be glad to help you explore what this could look like for you.

Edward Jones and its financial advisors do not provide tax advice.

Chartered Financial Consultant®️ and ChFC®️are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial ha...
08/23/2026

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial habits needed for your financial fitness.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

Online shopping can be incredibly convenient. With all the websites you visit though, it’s more important than ever to k...
08/21/2026

Online shopping can be incredibly convenient. With all the websites you visit though, it’s more important than ever to know how to protect your personal information. We have some quick tips to help you do just that.

Learn how to protect your identity and personal information. From Edward Jones and EVERFI

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to...
08/19/2026

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.

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Bryan, OH
43506

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