Chris Carter - Financial Advisor - Edward Jones

08/28/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

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

08/27/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

08/26/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

08/25/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

08/12/2026

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy.

I focus on helping clients take a comprehensive view, so nothing is overlooked.

08/10/2026

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

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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