Edward Jones-Financial Advisor: Olivia Wyndham

05/23/2026

Back from Momentum! 🚀

An amazing week in Dallas. I’m always so inspired by our managing partner, Penny. I also met so many incredible financial advisors and home office general partners. Our culture is unlike any other. 🤗

My biggest take a way; everything we are doing and working towards is from the view of the client. It’s always a client first mentality. 🏆

Had a “when in Rome” moment, fun airbrushed tattoos on the final night. 🤎

05/21/2026

Honored to be in Dallas for Momentum, surrounded by top 2% of advisors in our room.

Grateful for our firm’s exceptional leadership. Elated about the future of our firm and my branch. 🚀

05/11/2026

Happy Mother’s Day to all the MVP’s out there! 🩷

04/22/2026

Happy Administrative Professionals Day! 💐

Jess and Zoie handle so much our of day to day, I often say, “let me ask Jess and Zoie…”

I couldn’t do it without them. Their work is appreciated all year long! 💛

04/15/2026

Do I have enough?

Probably the number one question I get.

My response is always the same;
what’s enough?

Every client situation, goals, circumstances and definition of enough is different.

I’m going to say something that sounds weird coming from a financial advisor, money isn’t everything. It’s the tool we use to accomplish what’s most important to us.

How are you using your tools to work for you?

03/19/2026

Excited to annouce my new certification. I’m a lifelong learner and love taking opportunities to grow my knowledge, then taking that directly to clients I can impact.

Cerified Exit Planning Advisor training equipped me with additional tools and resources to assist business owners who are considering selling, exiting or transitioning their business.

If I can be a resource for you or someone you know, please reach out.

03/18/2026

Our firm is so special. 💛

At Edward Jones, we’re excited to share our No. 1 ranking for Client Satisfaction among Advised Investors and four Best-in-Class rankings in the JD Power 2026 U.S. Investor Satisfaction Study.

For us, this demonstrates everything we stand for: Long-term personal relationships. Tailored, trusted guidance. And wealth management services to help clients build a life that’s rich with experiences and meaning.

Thank you to our clients for the recognition and to the entire Edward Jones team for making it happen.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

02/10/2026

I'm honored to be included in the 2026 Forbes|SHOOK® ranking of Top Women Wealth Advisors Best-in-State. Most of all, I’m grateful for the clients who make this work meaningful, and I remain committed to helping them live financially confident, fulfilled lives.

2026 Forbes|SHOOK® Top Women Wealth Advisors Best-in-State in [insert full name of state], published February 2026, research by SHOOK® Research LLC, data as of June 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

01/26/2026

Office Closed Monday January 26th.

With the travel advisory, we will be closed today. Stay home, stay safe! And be grateful for our heat, power and safety. ❤️

12/31/2025

Happy New Year! 🎉

I’m so always grateful for a new year and new opportunities. I always look for some inspiration for the year. A quote or some words to guide me and this struck me.

“You can seem like a millionaire to one person and a broke person to the next. The ants think you’re a giant and the trees don’t even notice you. You think you have a boring life but someone else might be striving for your lifestyle. Comparison is the thief of joy. Stay kind, keep living YOUR best life and love hard. Life is all just a big game of perspective.”

Thank you to our clients for another year or trust and partnership. We’re so honored to be a part of your lives.

Here’s to 2026! 💛