Edward Jones- Financial Advisor: Jackie Duggan, CFP

Edward Jones- Financial Advisor: Jackie Duggan, CFP Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office.
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One thing I discuss with prospective clients is the cost of working with our practice.Before any decisions are made, I b...
09/08/2026

One thing I discuss with prospective clients is the cost of working with our practice.

Before any decisions are made, I believe it's important to have a clear conversation about fees and services so clients can make informed decisions. No surprises, no confusing terminology, just a straightforward discussion about what to expect.

I believe transparency is an important part of the client experience and helps create a foundation for an informed and productive relationship.

I made a deliberate choice about how I practice: I only work with clients in ongoing relationships.I do not offer one-ti...
09/05/2026

I made a deliberate choice about how I practice: I only work with clients in ongoing relationships.

I do not offer one-time financial plans. Not because I cannot, but because I genuinely do not believe they serve people well. Life changes. Taxes change. Goals shift. Markets move. A great plan today needs someone watching it, adjusting it, and reaching out when something matters.

An Annual Strategy Session like this one is what that looks like in practice. We look at the full picture together, every year.

If that is the kind of partnership you are looking for, I would love to connect.

Full circle moments are the best moments.This is Matt O'Brien, a colleague and genuinely one of my favorite people in th...
09/03/2026

Full circle moments are the best moments.

This is Matt O'Brien, a colleague and genuinely one of my favorite people in this business. I had the privilege of being one of his early mentors when he was just starting out at Edward Jones.

Fast forward to last month and he was hosting an event where I was one of the speakers.

Watching someone grow into an excellent advisor and then getting to share a stage with them is a pretty good day.

If you have ever wondered what it actually looks like to start working with a financial advisor, here is our process.We ...
09/01/2026

If you have ever wondered what it actually looks like to start working with a financial advisor, here is our process.

We start with two appointments.

The first is all about getting to know each other. I learn the details of your financial situation, your goals, your concerns, and what you are really working toward. You ask me anything you want. No homework, no obligation on either side.

About a week later we meet again. This time I come prepared with a real plan, specific recommendations tailored to your situation, and I walk you through exactly what I would suggest if you became our client.

At the end of that second appointment, you decide whether you want to move forward. No pressure. The decision is entirely yours.

Two meetings. A real plan on the table before you commit to anything.

"I may be a tiny potato, but I believe in you. Go do your thing!"This little guy lives on my desk. Katherine brought him...
08/28/2026

"I may be a tiny potato, but I believe in you. Go do your thing!"

This little guy lives on my desk. Katherine brought him in as encouragement on a big day in our office and now he's got a permanent spot on my desk.

People walk into financial conversations carrying a lot. Stress, uncertainty, the feeling that they should have started sooner or done more. My job is to help them leave feeling like they have a path forward.

Happy Friday. Go do your thing!

Some visits just fill your cup.Robin Whitfield stopped by the office for lunch with Melissa and I. It was exactly the ki...
08/26/2026

Some visits just fill your cup.

Robin Whitfield stopped by the office for lunch with Melissa and I. It was exactly the kind of afternoon that reminds you why the relationships you build in this business matter so much.

Robin was my former business partner and someone Melissa and I both love dearly.
Watching where our paths have taken us and still getting to share a meal and a lot of laughs together — that is something I do not take for granted. Plus, her golf tips are priceless.

August Meeting of 100 Women Who Care - Northville brought me to tears...literally. Hearing Anahita King and he daughter ...
08/24/2026

August Meeting of 100 Women Who Care - Northville brought me to tears...literally.

Hearing Anahita King and he daughter starting The Danny Boy Foundation off of their own familial history with ADHD and su***de was empowering. I was next to Anahita when her name was drawn and it was her first meeting. She was overwhelmed with joy to share the advocacy and service work their providing to our community.

💙 Sharing their mission below for awareness 💙
Su***de is one of the leading causes of death among autistic and ADHD people and others with learning disabilities, yet prevention efforts rarely address their unique needs. Too often, families struggle to find providers who understand neurodiversity, schools lack training to recognize warning signs, and everyday challenges like food insecurity and financial stress make it even harder for people to access support. We believe su***de prevention begins long before a crisis. The Danny Boy Foundation was founded in memory of Danny Ashtiani, who died by su***de at just 17 years old. Our mission is to prevent su***de in neurodivergent individuals by building a world where they feel understood, accepted, and supported. We do this through three pillars: education and training for schools, healthcare providers, corporations, and faith leaders; low-cost, neurodiversity-affirming mental health care; and a basic needs pantry that provides food, hygiene products, and other essentials to families experiencing hardship. This funding will help us expand these life-saving programs. Every training delivered, every therapy session made affordable, and every family whose basic needs are met is another step toward preventing su***de and creating a future where neurodivergent individuals know they belong.

This is a Michigan summer.Parker and I spent some time up north and this is the moment I will remember most. Standing in...
08/23/2026

This is a Michigan summer.

Parker and I spent some time up north and this is the moment I will remember most. Standing in the lake with him, watching his face the first time the cold water hit his feet.

So much of what I do is about helping families get to more of these moments. Not just building for the future, but creating a financial foundation that gives you permission to actually be present for your life right now.

I am grateful every time I get to be both things at once.

Something I do not take for granted: getting to show up here every day and do work I genuinely love.Our practice has gro...
08/19/2026

Something I do not take for granted: getting to show up here every day and do work I genuinely love.

Our practice has grown in a way that feels right. We have been welcoming new families, most of them through referrals from clients we already serve. That means more to me than any metric. It tells me that people trust us enough to send the people they care about.

That CFP certificate on the wall is a reminder of the commitment behind everything we do. This work matters, and so do the families who trust us with it.

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.

Address

34441 8 Mile Road Suite 108
Livonia, MI
48152

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+12484260279

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