Edward Jones- Financial Advisor: Alicia O'Donel

Edward Jones- Financial Advisor: Alicia O'Donel We constantly review the plan and adjust as needed with changes that occur along the way.

The most important thing I do in my work as a Financial Advisor is finding out what is important to my clients so I can empower, encourage, and enable them through all financial and investment decisions. Transparency is a crucial piece of the client relationship, and I strive to be clear in every interaction, explaining back to the client what I heard, how we will be implementing their needs, and

why the structure we chose makes sense. I tailor my recommendations to the goals, timeline, and risk comfort of my clients so together we can make them a reality. I want nothing more than to be a source of financial knowledge and help in my community.

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. ...
04/02/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

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

03/26/2026

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle...
03/19/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
03/12/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Giant tech companies have been runway market leaders. However, 2026 has been a different story. With the Magnificent Sev...
03/05/2026

Giant tech companies have been runway market leaders. However, 2026 has been a different story. With the Magnificent Seven lagging the pack, Senior Economist, James McCann takes a broad look across the market to uncover opportunities.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investme...
02/26/2026

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investments. Then contact me so we can develop strategies for a long-term approach to help ensure you reach your financial goals. Learn more: https://bit.ly/4tWhdN5

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio...
11/13/2025

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio in retirement.

6 tips to help make your money last in retirementwww.edwardjones.com/us-en

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual...
11/10/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

Want to live out retirement on your terms? Begin by contacting me so we can develop a retirement savings strategy to hel...
11/06/2025

Want to live out retirement on your terms? Begin by contacting me so we can develop a retirement savings strategy to help you live comfortably after you stop working.

Learn more: https://bit.ly/4osu5aE

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is im...
10/30/2025

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is improving the outlook for international equities.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international ma...
10/20/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

Address

555 Greenfield Road
Lancaster, PA
17601

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