Edward Jones - Financial Advisor: Ursula Strong

09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4hi3CtZ



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/10/2026

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/4xJASkN



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

08/31/2026

Learn more https://bit.ly/4gtPqio I can help you explore key considerations that come with executive compensation and complex wealth.

08/29/2026

https://bit.ly/4y9pWwH From equity awards to diversification, I can help you make the most of your executive compensation strategy.

08/24/2026

Learn more https://bit.ly/46l6AZq Executive compensation can be complex. I can help you make informed decisions about your financial future.

08/22/2026

https://bit.ly/4grNntI Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions.

08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/4g6wB4v


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

08/17/2026

Learn more https://bit.ly/3Sk2FZs I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning.

08/15/2026

https://bit.ly/4gj4K01 From stock awards to tax strategies, I can help simplify your executive compensation.

08/14/2026

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.