Edward Jones - Financial Advisor: Jerry Ponzio

09/29/2026

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performance is the result of preparation, strategy and working with a team you trust. Ready to start working on your road map for the future? Call my office today.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=907719&utm_source=facebook&utm_medium=social_media&utm_content=3339673&c3nid=907719_facebook_3339673&c3ch=BranchSocialMedia&EID=MDAwMDAwMTU2NzU5NQ%3D%3D.

09/28/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

09/28/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/3TsrlQ4

09/25/2026

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

09/24/2026

Major life moments, such as an inheritance or divorce, often arrive with both financial complexity and emotional weight. At Edward Jones, we provide technical expertise and behavioral insights to help you slow down, gain perspective and make confident, well-informed decisions — even when emotions run high.

09/24/2026

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Real-world advice to help you develop financial skills for all stages of your life

09/22/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

09/21/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

09/18/2026

Want to live a FIRE lifestyle? We can help you learn to manage your finances now to work toward creating financial independence and an early retirement.

Learn how to live a FIRE Lifestyle with financial independence and retire early. From Edward Jones and EVERFI

09/17/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.