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Edward Jones-Financial Advisor: Lesley Livingston

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Cleveland, TN
Edward Jones-Financial Advisor: Lesley Livingston

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11/06/2026

Last week, David Clunie joined Great Day Washington to discuss Edward Jones' strategic alliance with the Alzheimer's Association ® and the importance of supporting families affected by Alzheimer's and other dementias. The conversation highlighted the growing impact of the disease, available resources for caregivers and families, and opportunities to get involved in the fight against Alzheimer's.

Watch the full interview here: https://bit.ly/48BcJSr

Learn more about Edward Jones' commitment to the Alzheimer's Association and the Walk to End Alzheimer's, including ways you can support this important cause, on our Walk to End Alzheimer's page.

Sponsored by: Edward Jones. David Clunie, Head of Community Impact & President of Edward Jones Foundation shares how they support the fight against Alzheimer's.

11/05/2026

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. Let’s connect.

11/04/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

11/03/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

11/02/2026

This time of year, we celebrate the victory of light over darkness. May the light of Diwali bring you joy, prosperity and good health.

11/01/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

11/01/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/31/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/31/2026

Interest rates haven’t been this high since 2002 — so what might it mean for you and your family? Senior Economist of Investment Strategy James McCann discusses how the higher interest rates may affect you, risks to avoid and some potential opportunities to look out for.

Watch the full video here: https://bit.ly/3WhbDsi

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

Address

2080 Chambliss Avenue NW Suite 1
Cleveland, TN
37311

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://www.edwardjones.com/Lesley-Livingston

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