Edward Jones- Financial Advisor: Alicia O'Donel

Edward Jones- Financial Advisor: Alicia O'Donel Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones- Financial Advisor: Alicia O'Donel, Financial service, 555 Greenfield Rd, Lancaster, PA.

As a Financial Advisor, I service clients who are just getting started all the way through partnering with clients who are seeking full-service wholistic planning, working with your tax professional to factor in tax considerations, estate considerations, charitable giving, life changes and everything in between. I enjoy working with families to set their kids up for success with education or custo

dial accounts as well as the generation above as we look ahead to healthcare needs and/or inheritance goals. Another part of my job is to stay on top of and educate as laws change around investments and account types to keep my clients informed and on track for what is most important to them.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

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.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4wtiRpg

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

Address

555 Greenfield Rd
Lancaster, PA
17601

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