Edward Jones- Cole & Wilson Wealth Management

05/27/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

05/02/2026

Happy Birthday to Financial Advisor Justin Cole! Thank you for all you do for our clients and hope you have the best day.

04/29/2026

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

What you need to know

04/23/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

03/26/2026

We’ve added to our team! Taylor Wilson joined Cole Wilson Wealth Management earlier this month, now working alongside Megan Hower as a branch office associate.

We’re so glad to have Taylor as our branch continues to grow and she’ll allow us to continue offering top end service and support to our clients.

03/18/2026

At Edward Jones, we’re excited to share our No. 1 ranking for Client Satisfaction among Advised Investors and four Best-in-Class rankings in the JD Power 2026 U.S. Investor Satisfaction Study.

For us, this demonstrates everything we stand for: Long-term personal relationships. Tailored, trusted guidance. And wealth management services to help clients build a life that’s rich with experiences and meaning.

Thank you to our clients for the recognition and to the entire Edward Jones team for making it happen.

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.

03/11/2026

Happy Birthday to Financial Advisor Kyle Wilson! Thank you for all you do for our clients and hope you have the best day.

03/06/2026

02/26/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

02/20/2026

Our inside signage now reflects our partnership! Later this year you’ll see outside signage getting installed. As always, our team thanks you for your trust and business! 🤝