Edward Jones Financial Advisor: Nathaniel Funk

Edward Jones Financial Advisor: Nathaniel Funk Embracing the unique opportunity to help clients achieve their financial goals by understanding what

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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4yvdKGQ

Your employees have unique financial needs, and one-size-fits-all benefits rarely address them. We can customize an empl...
09/08/2026

Your employees have unique financial needs, and one-size-fits-all benefits rarely address them. We can customize an employee education program delivered onsite, online, one-on-one or in print to fit your organization.

Help employees with their personal finances

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
09/03/2026

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/4yf0gPc Your business may be one of your greatest assets. I can help you explore strategies fo...
09/01/2026

Learn more https://bit.ly/4yf0gPc Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

Learn more https://bit.ly/4hZKhjd I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4hZKhjd I can help you explore key considerations that come with executive compensation and complex wealth.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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https://bit.ly/46vuyBn Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/30/2026

https://bit.ly/46vuyBn Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

Learn more https://bit.ly/3T1evYY Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/3T1evYY Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

https://bit.ly/4x0wZ9U From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/4x0wZ9U From equity awards to diversification, I can help you make the most of your executive compensation strategy.

https://bit.ly/4qF6jKa Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
08/28/2026

https://bit.ly/4qF6jKa Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

Address

1640 Highland Falls Drive
Cedar Park, TX
78613

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+17377577582

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