Edward Jones - Financial Advisor: Kathleen Willason

Edward Jones - Financial Advisor: Kathleen Willason I help clients plan the route to reach their financial goals by growing wealth and keeping them on track through life’s changes and challenges.

I best serve clients who desire to be helped and engage openly about their goals. I appreciate discussions with affluent high net worth clients as much as training new investors who want to be high net worth clients someday. We all start somewhere, and we all have unique dreams throughout our lives. Change and the passing of time is 100% certain to happen! Why not plan for it? I especially enjoy h

elping:
- People who are looking for an engaging and customized investment experience with their financial advisor.
- People who are not sure when they can retire.
- Individual women looking for empowerment through financial growth and stability.
- Divorcees or beneficiaries who need to find a financial advisor that customizes to their needs.
- High Net Worth Professionals look for alternative ways to grow or transfer wealth.
- Businesses looking for a hands-on retirement benefits professional to start-up or actively lead their 401k, 403b, 457, Profit sharing, Simple or SEP retirement plan.
- People looking to protect their hard-earned savings from the unexpected through term or permanent life insurance.
- Investors reaching retirement who want to rely somewhat less on the market for their retirement income. Complex or simple situations to make sense of? Let's explore together: where you are today and how we will get to where you want to go.

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4xCxIiG

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/4zTuLMq

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4xoFhto

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/45BghTk

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesi...
08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/45jFFwJ

*Past performance does not guarantee future results.

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/4w7T6Lk

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questi...
07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/3RY3gzV

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one ...
07/27/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
07/22/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

Address

143 Town Centre Drive
Johnstown, PA
15904

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 8pm
Friday 8am - 4pm

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: Kathleen Willason posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones - Financial Advisor: Kathleen Willason:

Shortcuts

Share