Edward Jones - Financial Advisor: Zac Wild

08/10/2026

Selling a business or major asset is more than a transaction, it's a pivotal moment that reshapes an entire wealth strategy. As an Edward Jones financial advisor, I help business owners like you plan ahead, align reinvestment strategies and integrate liquidity events into a broader, long-term vision for wealth and legacy.

11/11/2025

Our locker room speech? Teamwork wins championships — and builds lives well-loved. Edward Jones is proud to be the Official Wealth Management Partner of the Big 12. Our financial advisors are here to help you and your home team plan for college, retirement, and everything in-between.

Because being rich is all about being there for life's best moments. Let’s find your rich.

The Big 12 Conference, Inc. is not a current client of Edward Jones. The Big 12 Conference, Inc. was compensated for this endorsement. For more information, visit edwardjones.com/Big12

07/23/2025

Financial Planning Before Exiting your Business

You should be considering how a Unified Managed Account can help you in producing income after exiting, minimizing taxes, and consistently controlling risk. Call me to learn more.

These models do the work of managing your portfolio for you offering the potential for tax efficiencies.

07/11/2025

Comment your answer below.

06/18/2025

Your employees are one of your biggest assets. Has your business changed since you started your employer retirement plan? Contact me to analyzed your employer retirement plan to ensure you have the right retirement plan in place for you and your employees?

Plans for your employees

06/12/2025

Are you thinking about the future of your business? Make decisions now that align with a successful exit or succession in the future.

The five steps to help you start business exit planning:
1. Build your professional team
2. Determine how much you want or need from business sale
3. Understand how much your business is worth
4. Develop a strategy to close the gap between steps 2 and 3
5. Consider the successor who can best meet your goals

Exit from your business while maximizing return potential and maintaining continuity

06/04/2025

Consider an Edward Jones Owner DB®️ if you:

- Want to contribute more than $70,000 or 25% of your total compensation
- Are at least 40 years old
- Have relatively high and stable income

Click below for more information

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06/02/2025

Give me a like if you are excited about the new 1099-R Code Y to identify a qualified charitable distributions.

Thank you IRS

Instructions for Forms 1099-R and 5498 - Introductory Material Future Developments What’s New New code Y for box 7. Reminders Automatic rollover amount. Information Reporting Intake System (IRIS). Online fillable forms. Instructions for Forms 1099-R and 5498 - Main Contents Specific Instructions f...