Edward Jones - Financial Advisor: Steven W Smith

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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We’re proud to share that Edward Jones has once again been recognized as a 2026 Fortune 500 company for the 14th consecu...
06/11/2026

We’re proud to share that Edward Jones has once again been recognized as a 2026 Fortune 500 company for the 14th consecutive year, ranking among the largest companies in the U.S.

This recognition reflects the continued growth of our firm, the trust our clients place in us, and the dedication of colleagues across the organization who continue to move our business forward every day.

Growth at this scale is built over time, through strong relationships, long-term commitment, and the collective work of our financial advisors, branch teams, and home office associates, whose commitment to our clients and communities drive our success every day.

We’re proud of what we’ve built together, and even more proud of the people behind it.

Disclosure: 2013-2026 Fortune 500, published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating.

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/3Qtq2yU

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.

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/4ubocke

Build personalized watchlists to help keep tabs on what's important to you.
05/28/2026

Build personalized watchlists to help keep tabs on what's important to you.

Connect and view accounts you have elsewhere in Online Access.

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
05/26/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

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/4uzpK8o

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
05/21/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their leg...
05/19/2026

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
https://bit.ly/3PzcnpE

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