Edward Jones - Financial Advisor: Devon Mulligan

Edward Jones - Financial Advisor: Devon Mulligan I find out what is important to you and I use my established process to help accomplish your goals. Member SIPC.

I partner with you to monitor your progress and work with your tax and legal professionals to always keep you on track. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 m

illion investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Jamie Smith, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/devon-mulligan for more information.
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True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
09/23/2025

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

Edward Jones Named One of the World’s Most Admired Companies™️ for 2025!We’re proud to be part of a firm recognized for ...
08/18/2025

Edward Jones Named One of the World’s Most Admired Companies™️ for 2025!

We’re proud to be part of a firm recognized for its dedication to trusted relationships and meaningful impact. This honor reflects the work we do every day — helping clients achieve their financial goals and being part of the moments that matter most.

https://bit.ly/3HEgFbe

2025 Fortune World’s Most Admired Companies™️ list published January 2025, in partnership with Korn Ferry, data as of November 2024. Compensation provided for using, not obtaining, the rating. From Fortune, ©️2025 Fortune Media IP Limited. All rights reserved. Used under license.

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – th...
05/29/2025

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – the laws of your state.

Learn how and where to start

Stay up to date with the latest developments, trends and daily insights on the market.
03/20/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs aft...
10/31/2024

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help minimize unnecessary fees and taxes. Watch this video to learn how a team of professionals can help you find the right plan for you.

Learn how and where to start

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-te...
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By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and For...
05/16/2024

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.
04/22/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your finan...
04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

You live together, why not save together? During America Saves Week start your family conversation about money and decid...
04/11/2024

You live together, why not save together? During America Saves Week start your family conversation about money and decide on strategies that can help you all work towards that next goal.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

Nearly three months into 2024, markets have certainly moved higher, but has market leadership expanded beyond the Mag 7?...
04/01/2024

Nearly three months into 2024, markets have certainly moved higher, but has market leadership expanded beyond the Mag 7? And if so, what are the conditions we'd need to see in place to see further broadening of leadership?

Our Principal and Senior Investment Strategist Mona Mahajan covers this and more in our latest Market Compass.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help m...
03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

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46304

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