Edward Jones-Financial Advisor: Lisa Taylor

Edward Jones-Financial Advisor: Lisa Taylor At Edward Jones, we value personal relationships built on a deep understanding of each client's unique financial needs.

I've been with Edward Jones since 2011 and became a Limited Partner in 2018. As part of my commitment to those I serve, I earned the Chartered Retirement Planning Counselor (CRPC™) and Chartered Financial Consultant (ChFC®) Designations. With this background, I provide comprehensive financial planning and create tailored strategies designed to align with your personal goals. My approach ensures th

at every plan is thorough, personalized and focused on helping you achieve long-term financial well-being. Beyond the office, my commitment extends to community service. I currently serve on the board of Girls Inc of Washington County and the board of Hagerstown Kiwanis Club, where I seek to make a positive impact locally. On a personal note, I am celebrating over 32 years of marriage. My husband and I both grew up in this community and raised our family here, leaving only briefly during his four years of service in the Coast Guard. We are now proud empty-nesters with two adult children and two grandchildren. Outside of work, I enjoy spending time with family and staying actively involved in our community. Together with Diana Blake, my branch office administrator, we provide you with exceptional and personalized service. Diana, who lives in Martinsburg, WV, with her husband and three children, has been a valued member of Edward Jones since 2018 and earned limited partner status in 2022. I invite you to reach out, and let's explore your unique situation and the tailored options available for you.

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/3RYmcOG

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/3RFW4bf

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/4nNFVMK

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

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

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/4ukIusr

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4dAMTBg

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/49q4Jo2

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/491fUn5

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/4sGscbt

04/10/2026

Join us for our webinar, The power of financial planning on Wed, Apr 22 2026 at 03:00 PM CDT

URL:

Wednesday, April 22, 2026 at 3:00 PM Central Daylight Time.

Address

12814-F Shank Farm Way
Hagerstown, MD
21742

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