Edward Jones - Financial Advisor: Lucy Gore

09/01/2026

¿Estás listo para ser tu propio jefe? Ser dueño de tu propio negocio puede ser tan desafiante como satisfactorio. Prepárate mentalmente y evalúa los cambios legales y fiscales que podrías afrontar cuando pases a trabajar por tu cuenta.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/3SCyOfe

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you may experience as you transition to working for yourself.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4h3UF8v

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

08/21/2026

¡Comprar una vivienda está al alcance! Conoce los pormenores de comprar una vivienda con nuestros recursos educativos.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4zuYD1l

Homeownership is within reach! Learn the ins and outs of buying a home with our educational resources.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4g9zRfA

Learn the process, resources, and strategies to help you buy a home while sticking to a budget. From Edward Jones and EVERFI

08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/4gnAzEU


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

08/14/2026

We are proud to welcome Arturo Herrera III to our team.
Arturo brings an impressive background and a proven track record of leadership, having spent more than a decade serving others in the healthcare industry. Throughout his career, he discovered that his true passion was never confined to a specific field. It has always been about helping people make meaningful progress in their lives.
We are excited to have Arturo join our practice as he begins this next chapter. His commitment to service, leadership experience, and people-first mindset make him a tremendous addition to our team.
The future is bright, and we look forward to the impact we'll make together. Welcome, Arturo!

08/13/2026

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.

08/06/2026

I can help align your investments with what matters most to you. Let's talk

07/30/2026

From equity compensation to restricted stock, I help bring clarity to complex wealth. Let's talk.

07/24/2026

¿Sabías que puedes tener un plan 401k y una cuenta IRA al mismo tiempo? Consulta nuestra lección para obtener más información sobre las ventajas de las cuentas IRA y si una es adecuada para ti.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4pCSUBX

Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of IRAs and if one is right for you.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4yKCw6O

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

07/23/2026

I can help make wealth transfer simple for the people and causes you care about. Let’s talk.

07/23/2026

I help DFW business owners simplify their financial lives with strategies built for their needs. Let's talk.