Edward Jones-Financial Advisor: Chad Stevens

Edward Jones-Financial Advisor: Chad Stevens Financial Strategies,
Retirement Planning,
Wealth Strategies I get to help people for a living. What can be better than that?

Having the opportunity to serve others and help them achieve their goals is a privilege I don't take for granted. I never knew this would be my profession, but I'm so happy I'm here. In my previous career, I worked for many years as a video producer - writing, shooting and editing commercials and videos. As much as I enjoyed the technical and creative aspect of my job, what I liked the most was th

e opportunity to work with great people. I really enjoyed helping clients, building relationships and providing a service that was important to them. And as a financial advisor with Edward Jones, I now have the amazing opportunity to make a difference in people's lives. I can really get to know the people I work with and learn what's most important to them. Everyone is unique and everyone has their own special story. On a personal note, I'm a small-town kid from Culver, IN. I graduated from IU and later tied the knot with my high school sweetheart, Michelle, who I'm blessed to have been married to for over 20 years. Together, we're raising three terrific teenage boys: Trent, Nate and Blake. We like to spend time relaxing at home, attending ballgames and concerts, enjoying the outdoors and getting together with family and friends. As a financial advisor with Edward Jones, I am very thankful that I get to partner with incredible people, helping my clients achieve the goals that are most important to them. And I can't wait to see who I get to work with next. Member SIPC.
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When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
06/04/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

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Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

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The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
05/27/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
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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/4wNNkQo

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
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You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

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I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. ...
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Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

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