Edward Jones-Financial Advisor: Katie Petty

Edward Jones-Financial Advisor: Katie Petty /*********/
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529 Day is this Monday. Let's talk about your plans to save for the future.
05/23/2023

529 Day is this Monday. Let's talk about your plans to save for the future.

Today we honor those who have sacrificed their lives for our country.
05/02/2023

Today we honor those who have sacrificed their lives for our country.

In 2022, our clients had $14.6B invested in 529 education savings plans. Read our Purpose, Inclusion and Citizenship Rep...
05/01/2023

In 2022, our clients had $14.6B invested in 529 education savings plans. Read our Purpose, Inclusion and Citizenship Report to discover more ways we put our purpose in action.

At Edward Jones, our purpose is to partner for positive impact, to improve the lives of our clients and colleagues, and together better our communities and society.www.edwardjones.com/us-en

We wouldn't be where we are, or who we are, today without our mothers. Happy Mother's Day!
04/28/2023

We wouldn't be where we are, or who we are, today without our mothers. Happy Mother's Day!

Fill this out, then give me a call!
04/27/2023

Fill this out, then give me a call!

What’s the impact of saving over time? Enter an investment amount to see the power of long-term savings.

Are you interested in investing in a socially conscious way? Check out these strategies, and let me know if you have any...
04/25/2023

Are you interested in investing in a socially conscious way? Check out these strategies, and let me know if you have any questions.

Learn the basics about environmental, social and governance investing strategies.

Happy Earth Day! How are you environmentally conscious?
04/22/2023

Happy Earth Day! How are you environmentally conscious?

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it prob...
04/19/2023

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of...
04/17/2023

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
04/15/2023

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
04/13/2023

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
04/11/2023

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more:

Common types of fraud

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610 2nd Avenue North
Clanton, AL
35045

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