Edward Jones-Financial Advisor Jeff Wakefield

Edward Jones-Financial Advisor Jeff Wakefield Helping others is one of the most rewarding things we can do in life.

My desire to help others with their financial journey led me to Edward Jones after a 25-plus year career in Healthcare Finance. As a hospital Chief Financial Officer, I was responsible for reporting on the financial health of the organization – managing the revenues and continued pressure of ever-increasing growth of costs on the expense side. It also entailed carefully managing the investments of

the hospital and oversight of the employee retirement plan. Now I want to go to work as your chief financial officer by helping you develop and execute a personalized financial plan that will help you achieve your goals and help turn those dreams into reality.

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/04/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/02/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

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

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/4ehLa48

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to hel...
05/28/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/4fd1MLE

05/27/2026
05/27/2026

Join us tomorrow as we celebrate 25 incredible years of creativity, culture, and community at Emerge Gallery and Art Center! 🎉 We’re honored to be part of a special 25th Anniversary Ribbon Cutting at 5:00 p.m. as we recognize the lasting impact Emerge Gallery and Art Center has made throughout Greenville-Pitt County over the past 25 years. Following the ceremony, guests are invited to enjoy the Pitt County Arts Council Awards and an Open House celebration.

*PARKING: Parking is available along surrounding streets, in City of Greenville lots, and at the 4th St. parking deck. The first 2 hours are free.*

🔗 For more information, please visit: shorturl.at/3nybK

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/49oYpx6

Not the best day for it, but still some very nice cars showed up.
05/02/2026

Not the best day for it, but still some very nice cars showed up.

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
05/01/2026

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

04/30/2026

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3800 E 10th Street , Suite 101
Greenville, NC
27858

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