Edward Jones- Financial Advisor: Whitfield Marshall

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4xCPvWA

08/13/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

06/27/2026

Juggling accounts and statements? Imagine if your banking and investments lived under one login, in one place with one view of your spending, savings and investing. Learn more about Edward Jones banking solutions. Reach out to learn more.

06/25/2026

What does it mean to be rich? Ted Jones believed his farm and family made him the richest man in the world. I believe the cornerstone of financial strategy starts with understanding what matters to you. Let's talk.

06/23/2026

You've built something remarkable. The questions often shift from "how do I build it?" … to "what do I want it to accomplish?" If you're thinking about legacy, impact and multigenerational planning, call me to discuss.

06/20/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4uQPFIi

06/19/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

06/18/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

06/16/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.