Edward Jones - Financial Advisor: Dana Palma

06/12/2026

✨ WE WON! Locals’ Favorite Financial Professional! ✨

We are beyond grateful and honored to be named the Locals’ Favorite Financial Professional in our community! This recognition belongs to every single one of you who took the time to vote and who has trusted us with your financial journey.

To our clients, our community, and everyone who has supported this practice — THANK YOU. You are the reason we show up every day with purpose and passion.

This award isn’t just a title — it’s a reminder of why we do what we do. We are committed to walking alongside you and helping you create tomorrow, today. 💛

Whether you’re planning for retirement, growing your wealth, or just getting started — we are HERE for you. Your future is worth fighting for, and we are honored to be in your corner.

https://shorelocalnews.revfluent.com/bestof/portal/de36d271-93eb-47a6-8891-71b82ccb0940

06/12/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

06/11/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4aq4N7S

06/10/2026

Ever wished you could grow without comp-plan swings or quota cycles?

Many high-performing sales professionals want autonomy with a clear pathway to grow at their own pace. Here's what the advisor role offers: Your momentum comes from your relationships, not your territory.

You get structured onboarding, mentorship and modern planning tools — paired with full control over how you build your practice.

Considering a long-term growth path? This could be it.

06/09/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

06/08/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3Qb9KL0

06/05/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

06/04/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

06/03/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4eq4Jqb