Edward Jones-Financial Advisor: Lorne Davey

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Edward Jones-Financial Advisor: Lorne Davey I grew up in Michigan, where I learned a love of the outdoors, respect for the environment and the importance of helping others. But we're not alone.

After graduating from Western Michigan University, I spent a few years in the Detroit area before moving to Gladstone in 2004. When I am not working, I enjoy spending time with my wife, Tritia, and our children, Lonnie and Landon. Whether its coaching one of the many sports my sons play, being out in the woods hunting, or just being out on the water boating and fishing. As your financial advisor, I want to understand what's important to you. Together, we'll use an established process to build personalized strategies to help you reach your goals, and we will partner together throughout your life to help keep you on track. One of the reasons why I love working at Edward Jones is that each day provides me an opportunity to assist my clients with one of the most important aspects of their life, their financial security. Whether their goals involve wealth building, planning for retirement, education savings or asset protection, I am dedicated to helping each of my clients realize the financial goals that are most important to them. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. My office's inviting atmosphere paves the way to helping us understand what it is that you value most. Schedule an appointment today to begin the planning for the financial goals you want and deserve for yourself, your family and your legacy.
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Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
11/14/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

11/13/2026

Interest rates haven’t been this high since 2002 — so what might it mean for you and your family? Senior Economist of Investment Strategy James McCann discusses how the higher interest rates may affect you, risks to avoid and some potential opportunities to look out for.

Watch the full video here: https://bit.ly/4zl0KTY

11/12/2026

What might the upcoming U.S. midterm election mean for investors?

While markets can react to election headlines and unexpected outcomes, history reminds us that long-term investing and political predictions don't always go hand in hand.

Our Senior Global Investment Strategist Angelo Kourkafas and Head of Policy, Regulatory and Government Relations Andy Blocker sat down together at the Edward Jones Town Square in Washington, D.C., to discuss why investors may want to focus on their long-term goals instead of short-term political noise, and what past midterm elections can teach us about market performance.

Last week's market reaction unfolded as a two-act story, with an initial post-election relief rally giving way to a shar...
11/11/2026

Last week's market reaction unfolded as a two-act story, with an initial post-election relief rally giving way to a sharp reassessment of the AI theme. As investors shift their focus from AI infrastructure spending to profitability and productivity, market leadership may broaden both within and beyond technology.

In the latest Weekly Market Wrap, Angelo Kourkafas, CFA, Senior Global Investment Strategist, explores what the election results could mean for the next phase of the AI cycle and where opportunities may emerge as the market evolves.

https://bit.ly/3VndFqy

Today, we honor the courage and sacrifice of our honored veterans. Thank you for your service today and every day.
11/11/2026

Today, we honor the courage and sacrifice of our honored veterans. Thank you for your service today and every day.

11/10/2026

What's next? It's a question many investors are asking amid market volatility and the latest AI headlines.

On CNBC, our Principal, Head of Investment Strategy Mona Mahajan shares perspective on the evolving AI landscape and what it could mean for long-term investors.

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunitie...
11/09/2026

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunities. Whether you're looking to maximize savings, take advantage of HSA benefits or make charitable gifts, there are several tax-smart moves worth considering before Dec. 31.

5 year-end tax and planning considerations

Online Access gathers account updates, market insights and personalized watchlists so you can stay informed with ease.
11/08/2026

Online Access gathers account updates, market insights and personalized watchlists so you can stay informed with ease.

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AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle...
11/07/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/4sOKl8O

As shared in Fortune, our Managing Partner Penny Pennington discusses an often-overlooked force shaping the future of we...
11/06/2026

As shared in Fortune, our Managing Partner Penny Pennington discusses an often-overlooked force shaping the future of wealth transfer: the critical role women, particularly eldest daughters, play in supporting family financial decision-making.
As wealth moves between generations, families are navigating financial, logistical, and emotional considerations that extend far beyond investment management.

Read more: https://bit.ly/3UFdzKx

Caregiving is a trillion-dollar industry, and eldest daughters take the brunt of it.

Address

128 S 25th Street Suite B
Escanaba, MI
49829

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19065534309

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