Edward Jones Financial Advisor: Melissa Loest

Edward Jones Financial Advisor: Melissa Loest Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

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More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

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

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/43TfCvx

Alzheimer’s disease touches so many families—and the impact can be overwhelming, both emotionally and financially.That’s...
06/07/2026

Alzheimer’s disease touches so many families—and the impact can be overwhelming, both emotionally and financially.

That’s why I like to share helpful resources with my clients like the Alzheimer’s Association®️ Live Learning Webinars. These free sessions offer guidance on planning ahead, navigating care decisions and supporting caregivers at every stage.

I’m proud that Edward Jones has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, standing with families affected by this disease.
You can access these live and on-demand webinars, as well as other helpful resources, at alz.org/livelearning

And if you ever want to talk through planning for life’s uncertainties—now or in the future— I’m here to help.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
06/06/2026

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.

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the pr...
06/06/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed ...
06/04/2026

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed around your needs. See if it’s right for you.

Discover the power of planning: https://bit.ly/4g10t2w

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
06/04/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/03/2026

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.

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
06/02/2026

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/4vjlJox

06/01/2026

I’m proud to work with a firm where people truly come first. At Edward Jones, our purpose is to help clients live more fulfilled lives while supporting one another and giving back to the communities we serve.

This video captures why that matters to me—and how purpose guides the work we do every day.

Learn more: edwardjones.com/findingfulfillment?utm_term=919894&utm_source=facebook&utm_medium=social_media&utm_content=3177797&c3nid=919894_facebook_3177797&c3ch=BranchSocialMedia&EID=MDAwMDAwMTYyOTc3MQ%3D%3D

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205 State Street
Guthrie Center, IA
50115

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Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

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