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Edward Jones - Financial Advisor: Monisha M. Brandt

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Ferndale, WA
Edward Jones - Financial Advisor: Monisha M. Brandt

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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 are 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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10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3Wc3Trw

10/27/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4ijQ8Qh

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4sndJ5G

A summary of last week's market highlights and economic news.

10/25/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4yFOsp0

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/23/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4slhpoL

10/21/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/20/2026

The market story is often bigger than the headlines. Our Quarterly Market Outlook looks beyond the headlines and provides Edward Jones’ perspective on the economy, the markets, and what it may mean for your portfolio.

Learn more here: https://bit.ly/3VMW6Aj

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/47z6kXw

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

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

Telephone

+13603841942

Website

https://www.edwardjones.com/monisha-brandt

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