Edward Jones - Financial Advisor: Monisha M. Brandt

Edward Jones - Financial Advisor: Monisha M. Brandt I have been a financial advisor with Edward Jones for more than a decade, working in Whatcom County for almost 20 years.

In order to better serve my clients, I earned the CFP® certification. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. I focus on serving people who ar

e considering retirement in the next five to ten years, as well as current retirees who need guidance on how to improve their financial wellbeing. I utilize an established process that helps me understand what is most important to my clients and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I partner with my clients throughout their lives, informing them of any developments, as well as addressing any needs or changes in their situations. In order to provide holistic advice, I work closely with your tax professionals and estate planning attorneys. My team and I are dedicated to helping you reach your goals. My branch office administrators are Michelle Jones and Marti Palta. Both Michelle & Marti come from strong administrative backgrounds. Together, we strive to exceed client expectations while delivering the highest level of client service. Outside of my role with Edward Jones, I have served as the chairperson of the Assumption School Foundation Board and volunteered with the Ferndale Heritage Society. When I am not at the office, my husband, Chris and I spend time caring for our horses, Hershey & Freeze, dogs, Bullet & Teddy and our cat, Kevin. We enjoy watching our daughter jump horses and our son play lacrosse.
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May the spirit of Easter bring you renewed happiness, joy and love.
04/05/2026

May the spirit of Easter bring you renewed happiness, joy and love.

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
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You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

Chag Pesach Sameach! We hope you and your family have a joyous Passover.
04/02/2026

Chag Pesach Sameach! We hope you and your family have a joyous Passover.

Did you know that April is National Social Security Month? Check out why you should be giving thought and consideration ...
04/02/2026

Did you know that April is National Social Security Month? Check out why you should be giving thought and consideration to when it’s most opportune to take your benefit. Then give me a shout and we can discuss how to help you best achieve your retirement goals.

Learn more: https://bit.ly/41Gvbpc

03/31/2026

Markets remain reactive as the Middle East conflict enters Week 5. Our Principal, Head of Policy, Regulatory and Government Relations Andy Blocker covers key timing shifts, upcoming inflection points, and what continued volatility could mean for investors.

While day-to-day headlines about geopolitical tensions continue to drive market swings, the underlying economic fundamen...
03/30/2026

While day-to-day headlines about geopolitical tensions continue to drive market swings, the underlying economic fundamentals remain resilient. For long-term investors, maintaining a diversified portfolio and staying the course often proves more effective than reacting to short-term volatility.

Our Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/47sT1bE

Could AI investing be in your future?
03/27/2026

Could AI investing be in your future?

Understand the opportunity for investing in AI.www.edwardjones.com/us-en

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibi...
03/26/2026

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to...
03/25/2026

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
03/24/2026

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

The recent surge in oil prices has created significant market volatility and put the Federal Reserve in a challenging po...
03/23/2026

The recent surge in oil prices has created significant market volatility and put the Federal Reserve in a challenging position as it balances inflation concerns with economic growth. However, today's economy is more resilient than during past energy crises, with energy representing a smaller share of consumer spending.

Angelo Kourkafas, Senior Global Investment Strategist, explains what high oil prices could mean for investors in our Weekly Market Wrap.

https://bit.ly/4bH7Us1

Address

6044 Portal Way;Suite 101
Ferndale, WA
98248

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 3pm

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+13603841942

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