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Edward Jones - Financial Advisor: Miranda Yount, AAMS, CRPC

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Madison, AL
Edward Jones - Financial Advisor: Miranda Yount, AAMS, CRPC

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Edward Jones - Financial Advisor: Miranda Yount Nearing retirement — or already in it — and still have questions? You’re not alone.

As a personal financial planner, my mission is to help simplify, organize, and manage our clients financial lifestyles: To help people gain clarity and confidence about how they can achieve a high return on life — today and decades from now. I offer comprehensive financial advice and planning, but my primary focus is on Pre‑Retirement
(planning and preparing you leading up to your transition into retirement) and Post‑Retirement (designing a custom portfolio and income strategy intended to last 30+ years, so when your job stops paying you, your paychecks keep arriving). These two phases require thoughtful, specialized planning — and that’s where I come in. I follow an established 5‑step process that helps answer questions nearly everyone has:
Am I saving enough? How long will my current lifestyle last? When can I confidently and comfortably retire? What can I do now to make sure I never worry about running out of money? Most people reach out to me during some of life’s biggest moments like--- employment changes, inheritances, or a lifestyle shift due to a new marriage, death, or divorce. Most importantly, client's simply are ready to receive professional advice and feel more in-control. Helping people navigate these turning points — and the emotions that come with them — is the heart of my work. Every plan we build focuses on your needs, wants, and wishes, supported by:
-Clear, actionable strategies
-Options tailored to your comfort level
-Guidance designed to keep your best interests at the center

I hold a bachelor’s degree from the University of Alabama, specialized in Family Financial Planning and Counseling, along with the following professional designations:
AAMS™ – Accredited Asset Management Specialist
CRPC™ – Certified Retirement Planning Counselor
ChFC® – Chartered Financial Consultant

With a highly skilled staff and robust resources behind us, we aim to be your dedicated financial advisory team. You’ll often first meet Karen Kiger, FPQP™, my senior branch office administrator. Clients love Karen for her warm, caring approach, and exceptional service.

11/01/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/30/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4kkVkEC

10/28/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

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/4zYhfWY

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

10/25/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/23/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/21/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4zAFryi

10/15/2026

Learn more https://bit.ly/4yLmlFG Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

Address

1878 Jeff Road Ste. B
Madison, AL
35806

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+12565623172

Website

https://www.edwardjones.com/miranda-yount

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