Edward Jones - Financial Advisor: Dave Bergerson

08/07/2026

Developing healthy financial habits can create real momentum toward your long-term goals.

Small consistent steps today can make a meaningful difference over time.

08/05/2026

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

08/04/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out or visit edwardjones.com/Carefull?utm_term=1096455&utm_source=facebook&utm_medium=social_media&utm_content=3275190&c3nid=1096455_facebook_3275190&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg4MDA3NQ%3D%3D.

08/02/2026

One thing I've learned from working with clients is that people's experiences with today's economy can look very different.

While headlines and economic data provide important context, the conversations I'm having often reveal a more personal perspective on financial confidence, concern and opportunity.

That's why I found the insights in Edward Jones' Pulse of North America series so valuable.

🔍 In this discussion, Edward Jones Senior Economist James McCann and Financial Advisor Daniel Klug explore the K-shaped economy and the different ways households are experiencing the current environment.

📊 Among the findings from research conducted in partnership with Gallup:
• 8 in 10 Americans report some level of financial stress or uncertainty.
• More than half fall in the "conflicted middle" – making financial progress while remaining concerned about what's ahead.

▶️ Watch the full conversation: https://bit.ly/4yOtpC5

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

08/01/2026

Financial health isn't just about numbers — it's about feeling in control of your future. Small steps today can make a big difference over time.

If you'd like guidance, I'm here to help.

Read more: https://bit.ly/4haqkpp

07/30/2026

When's the last time you had a real conversation about your company's retirement plan — not just a statement review, but a strategic discussion? If it's been a while, that's worth fixing.

I'm here to review, update and make sure your plan is working as hard as your employees are.

Here's our business owners hub

07/29/2026

More than half of Americans feel financially conflicted. Many people feel stable, but still vulnerable to unexpected setbacks. That's the difference a thoughtful plan can make.

Let's talk about what a customized plan could look like for you.

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

07/24/2026

Running a business comes with a lot of decisions — your retirement plan shouldn't be one you have to navigate alone.

I help business owners choose solutions that align with their goals today and in the future.

07/23/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

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

07/18/2026

A strong retirement plan is one of the most effective tools a business owner has — for attracting talent, retaining your team and building personal wealth.

I help businesses design retirement plans that work from every angle. Want to explore what's right for you and your employees?

Here's our business owners hub