Edward Jones - Financial Advisor: Trisha Braunstein

Edward Jones - Financial Advisor: Trisha Braunstein I am a financial advisor. I help business owners & individuals with goals based financial strategy.

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC
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I am seeking a Branch Office Administrator to support my business and help our clients achieve their long-term financial...
04/13/2026

I am seeking a Branch Office Administrator to support my business and help our clients achieve their long-term financial goals.

If you want to make an impact in people's lives, please contact me to learn more.

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
04/07/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
04/05/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Edward Jones has been named to the 2026 Fortune 100 Best Companies to Work ®️ list by Great Place To Work ®️ and Fortune...
04/03/2026

Edward Jones has been named to the 2026 Fortune 100 Best Companies to Work ®️ list by Great Place To Work ®️ and Fortune ®️ Magazine.

Based on factors such as trust in leadership, opportunities for career development, wellbeing, and overall sense of purpose within the organization – this recognition reflects the firm’s commitment to helping associates grow at every stage of their careers.

It’s a shared approach that reflects the experiences of associates across the firm and the environment they help create every day. One built on support, growth, and a shared commitment to serving clients and communities.

We take pride in the work we do and the people we get to do it with.

Disclosure: 2026 Fortune 100 Best Companies to Work For, published April 2026, research by Great Places to Work, data as of July 2025. Compensation provided for using, not obtaining, the rating.

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As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. Whi...
04/02/2026

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. While the duration and ultimate path of geopolitical tensions remain uncertain, history suggests that periods like these can often be short-lived and may provide opportunities.

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. The Dow and Nasdaq have entered correction territory, while the S&P 500 has pulled back but has not yet crossed the 10% threshold. Investor attention remains focused on oil prices, as...

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
04/02/2026

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.

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order i...
03/26/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

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

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
03/24/2026

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.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
03/22/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

03/19/2026

Before you invest, understand Bitcoin’s volatility and risks. Our latest article breaks it down.

Bitcoin: Hype or smart investment?www.edwardjones.com/us-en

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
03/17/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

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