Edward Jones - Financial Advisor: Connie Long Williams

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Edward Jones - Financial Advisor: Connie Long Williams I believe in personalized financial strategies, understanding that every client has unique financial goals, risk tolerance and time horizons.

Whether you're planning for retirement, saving for college or want to protect your family’s financial future, I can help create specific strategies to help you achieve your goals. My approach involves obtaining a deep understanding of my clients financial ambitions and life circumstances. I seek to educate and empower my clients to make confident and informed financial decisions. I hold an MBA, in addition to decades of experience as a small business founder, owner, and business consultant. I am a Certified Exit Planning Advisor®. I understand and can serve the unique needs of both small businesses, their owners, and their families. I serve clients in multiple states. I place high value on building long-term relationships with my clients. I pride myself on being approachable, attentive and responsive, and make myself available to address any questions or concerns that may arise. By fostering open communication and trust, I create a comfortable environment where clients can confidently share their financial dreams and challenges. As a former world-class athlete, and Hall Of Fame inductee, I value teamwork and excellence. On my team are over 7,000 financial professionals, including portfolio managers, investment analysts, economic and market professionals, as well as insurance specialists in legal and trust disciplines. In addition, we synchronize with professionals such as your attorney and accountant to deliver a 360-degree financial strategy. I love making a difference. I keep my client’s best interests at the center of everything I do. Member SIPC.
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Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and G...
10/16/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4jZJNKO

https://bit.ly/4jHyIhB I simplify complex financial needs for Greater Seattle business owners like you.
10/15/2026

https://bit.ly/4jHyIhB I simplify complex financial needs for Greater Seattle business owners like you.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

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

10/13/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4B6Ckjh

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4dB93Dn

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/11/2026

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. Reach out to get started.

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
10/11/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4xXOyI9

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work t...
10/04/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.

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300 Plaza Drive Suite 180
Highlands Ranch, CO
80129

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