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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 3:30pm

Edward Jones-Financial Advisor: Kristi Trevino

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League City, TX
Edward Jones-Financial Advisor: Kristi Trevino

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11/03/2026

We voted early, but today is Election Day!

If you haven't cast your ballot yet, make a plan to head to the polls and let your voice be heard. Every vote matters.

Wishing everyone a smooth and successful Election Day!

11/02/2026

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunities. Whether you're looking to maximize savings, take advantage of HSA benefits or make charitable gifts, there are several tax-smart moves worth considering before Dec. 31.

5 year-end tax and planning considerations

10/31/2026

October is Financial Planning Month, making it the perfect time to think about what matters most to you.

Would your plan include: ✅ Retirement goals ✅ Emergency savings ✅ Education planning ✅ Estate considerations ✅ Healthcare expenses ✅ Legacy goals

Everyone's priorities are different. The key is having a plan that's designed around your goals and values.

What would you include in yours?

www.edwardjones.com/kristi-trevino

10/30/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

10/29/2026

October is Financial Planning Month! 🍂

Have you ever wondered what goes into creating a personalized financial plan?

A strong financial plan is more than investments. It can help you organize your goals, prepare for life's unexpected events, and stay on track for the future you envision.

📞 This month, ask us about our planning process and how we help clients build strategies tailored to their unique needs and goals.

www.edwardjones.com/kristi-trevino

10/28/2026

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. Let’s connect.

10/27/2026

October is Financial Planning Month!

When was the last time you reviewed your written financial plan?

Life changes. Goals evolve. Your financial plan should evolve too.

This month is a great opportunity to: ✔️ Review your goals ✔️ Update important life changes ✔️ Evaluate your progress ✔️ Refresh your strategy for the future

Whether you're creating a plan for the first time or updating an existing one, having a written plan can help provide clarity and confidence.

Let's make October the month you take the next step toward your financial goals.

www.edwardjones.com/kristi-trevino

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4i8pjhO

A summary of last week's market highlights and economic news.

10/26/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4stA4Pd

10/25/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Address

2312 Calder Drive, Ste. C
League City, TX
77573

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 3:30pm

Telephone

+18326324340

Website

https://www.edwardjones.com/kristi-trevino

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