Edward Jones-Financial Advisor Stephen Daste

Edward Jones-Financial Advisor Stephen Daste Inclusion+Education=Empowerment. As a Financial Advisor we are often asked: "what is our "Why"" Why do we do what we do? What is our motivation? What drives us?

I often refer to this equation when I am asked that question. For all my 30 years in this business, I have sought to include, educate, and empower diverse individuals and business owners, non-profits and foundations that serve diverse communities on the ins and outs of investing and how to create generational wealth in the stock and bond markets..

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
08/27/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Learn more https://bit.ly/4gtTKwH A successful business exit often starts well before a sale or transition. I can help y...
08/25/2026

Learn more https://bit.ly/4gtTKwH A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, ...
08/24/2026

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, leverage and return potential.

Senior Fixed Income Analyst Brian Therien explains what this can mean for fixed income investors in our Monthly Fixed-Income Focus.

https://bit.ly/4gPmiCc

Learn more https://bit.ly/3UQImnl Your wealth can help support the people and causes that matter most. I can help you pl...
08/23/2026

Learn more https://bit.ly/3UQImnl Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

https://bit.ly/3UOx4zY Your business represents years of hard work and dedication. I can help you think through successi...
08/23/2026

https://bit.ly/3UOx4zY Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals.

https://bit.ly/4gjP9NC Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealt...
08/21/2026

https://bit.ly/4gjP9NC Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

08/21/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



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

Content provided by Edward Jones

08/20/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4znNmzH

This Hispanic Heritage Month, we’re celebrating the stories, cultures and contributions that continue to enrich our comm...
08/19/2026

This Hispanic Heritage Month, we’re celebrating the stories, cultures and contributions that continue to enrich our communities.

Learn more https://bit.ly/4qnb0bF Selling or transitioning a business can take years of planning. I can help you explore...
08/18/2026

Learn more https://bit.ly/4qnb0bF Selling or transitioning a business can take years of planning. I can help you explore strategies to prepare for a successful transition and the next chapter.

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3730 NE Evangeline Thrwy
Carencro, LA
70520

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