Edward Jones - Financial Advisor: Michael Roman

Edward Jones - Financial Advisor: Michael Roman Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Lisa and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/michael-roman for more information.
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The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important que...
06/04/2026

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
06/02/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

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

https://bit.ly/43EYjhB

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/28/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
05/26/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/42Sjo89

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
05/21/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4fAB9jH

Build personalized watchlists to help keep tabs on what's important to you.
05/19/2026

Build personalized watchlists to help keep tabs on what's important to you.

Connect and view accounts you have elsewhere in Online Access.

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/49b12Tn

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
05/14/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

Address

360 West Main Avenue
Gastonia, NC
28052

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

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+17046712073

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