Edward Jones Financial Advisor - Loren P. Winter

09/18/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4rgikpI



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/17/2026

https://bit.ly/4gYKfqT From stock awards to tax strategies, I can help simplify your executive compensation.

09/16/2026

https://bit.ly/4cPk1of Shape your financial legacy. I offer advanced services to simplify your financial life.

09/16/2026

Offload the back office—compliance, tech, onboarding—without giving up the feeling of independence. Cleaner ops, clearer days, better client focus. Interested? Let’s talk.

09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



https://bit.ly/4gRBiQ6

09/13/2026

Learn more https://bit.ly/3UQmeK3 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.

09/10/2026

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/4cGqj9D



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

09/10/2026

Career growth looks different when it’s backed by people who’ve been where you are. Many financial advisors value environments built on partnership and mentorship, not competition. If community and support are part of what you’re looking for, I’m always open to connecting.

09/10/2026

https://bit.ly/4xtw7Lq 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.

09/09/2026

Your practice reflects years of dedication. Exploring your next step deserves the same level of care.

Join our Explore Your Future webinar for a clear, thoughtful look at how Edward Jones partners with advisors to support meaningful, long-term growth.

Register today: https://bit.ly/4gJ38Oq