Edward Jones - Financial Advisor: Wesley Oliver

Edward Jones - Financial Advisor: Wesley Oliver /*********/
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Your business is more than a source of income. It's likely one of your most significant financial assets.As a financial ...
09/03/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the ...
09/02/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you answer those questions and create a meaningful strategy. Let’s chat.

Learn more https://bit.ly/4cof5GH Your business may be one of your greatest assets. I can help you explore strategies fo...
09/01/2026

Learn more https://bit.ly/4cof5GH 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.

Learn more https://bit.ly/4wUxX7x I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4wUxX7x I can help you explore key considerations that come with executive compensation and complex wealth.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4gHx1NI

https://bit.ly/3V2wrmw Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/30/2026

https://bit.ly/3V2wrmw 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.

Learn more https://bit.ly/461lQdZ Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/461lQdZ Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

https://bit.ly/4i2fi6a From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/4i2fi6a From equity awards to diversification, I can help you make the most of your executive compensation strategy.

https://bit.ly/4gGyxzS Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
08/28/2026

https://bit.ly/4gGyxzS Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

08/28/2026

The Katy Trail reflects the enduring legacy of Ted and Pat Jones and their commitment to creating lasting impact.

As an Edward Jones financial advisor, I'm honored to carry that spirit forward by helping clients identify what's most important to them and build plans that align with their goals, values and legacy.

If you're thinking about the legacy you'd like to create for your family, your community or the causes you care about, I'd welcome the opportunity to connect.

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Heath, TX

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