Edward Jones - Financial Advisor: Brad Atkinson

04/30/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

04/28/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

04/24/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

04/22/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

04/16/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

04/08/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

04/03/2026

To all of our clients – thank you for your trust! ❤️

10/03/2025

I'm pleased to announce we have launched Edward Jones Generations®️, our new private client service tailored to U.S. high net worth clients and their unique needs. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client financial advisor services designed around high net worth individual needs and goals.

05/14/2025

How to decide when to take Social Security:
Here are a few factors:
-The longer you wait (up until age 70) the more it grows.
-If you have a spouse and one of you passes away early, the surviving spouse keeps only one Social Security benefit—whichever benefit is higher. So, if you've decided you’re going to take one benefit sooner no matter what growth you’re missing out on, you could consider taking the smaller one, so the big one can grow even bigger. That way if one of you pass early, the surviving spouse can keep the biggest benefit for the rest of their lifetime. You should to consider the surviving spouse in your decisions.
-If you retire early and there’s some time between when you retire and when you start taking social security, consider learning about Roth conversions to see if it will significantly benefit you to do those during that gap of time between retirement and when you start taking Social Security. Roth conversions come with all kinds of disclosures and implications, so all I’m recommending is that you learn about them and have a professional see if it makes sense for you.
-Consider life expectancy. You may have a legitimate reason (health or otherwise) that reduces life expectancy. For everyone else, are you optimistically planning for a nice long life? Or are you naturally pessimistic? Side note—if you are pessimistic, consider how much better life would be if you were just a little more optimistic. 😉
-Consider the tax side of your income plan which also includes analyzing your whole picture. Obviously this will be very individualized.
-Consider what other income sources and assets you have both now and in the future. Social security is not always just about monthly benefit amount, but how all your your income and assets come together to form one cohesive plan for how you will achieve all of your spending goals.
-Consider when you plan to retire. If you take Social Security before your full retirement age and you have earned income, there can be additional penalties depending on how much earned income you have.