Edward Jones - Financial Advisor: Steven W Smith

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Edward Jones - Financial Advisor: Steven W Smith Edward Jones is a financial services firm dedicated to serving the needs of individual investors since 1922. Member SIPC.

Our firm is built on the belief that the best way to do business is to build personal, one-on-one relationships, and I couldn't agree more. I value getting to know my clients so that I fully understand their financial dreams and goals, then developing customized strategies to help reach them. It truly is an honor to serve individuals, families and small businesses in my community. Growing up on a small farm in southern Michigan, my parents instilled in my siblings and I an appreciation of hard work, discipline and the value of building financial security. After earning a bachelor's degree in business administration from Central Michigan University, I spent most of the next 25 years working in the pharmaceutical industry. It was during that time that I became a client of Edward Jones and ultimately, my purpose changed. It became my passion to help people in the same way that my financial advisor had helped me and my family. Today, as a husband and father of two, I am blessed to live, work and raise my children in the very community that I am honored to serve. I am a member of The Greater Lumberton Regional Business Association, as well as an active participant and sponsor of local civic and school events. My Branch Office Administrator, Diana O'Mara, and I work as a team to give you the personal service you deserve when it comes to preparing for your financial future. Please call 609-261-7393, stop by my office or visit www.edwardjones.com/steven-w-smith for more information. Services include: Retirement Strategies l Financial Strategies l Educational Savings l Estate and Legacy Strategies l Insurance
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Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
11/05/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/29/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4suyrRf

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zSJTbP


A summary of last week's market highlights and economic news.

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
10/23/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/22/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the...
10/20/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

10/20/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4hYw0TC



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4dLTQ2n

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Address

305 Creek Crossing Boulevard
Hainesport, NJ
08036

Opening Hours

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

Telephone

+16092617393

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