Edward Jones - Financial Advisor: Jesse Surette

06/12/2026

Your team at Edward Jones works like a great pit crew. We anticipate, prepare and move with purpose, so you can focus on what's ahead. We all work together to keep your financial life on track, so you can keep moving toward your goals.

06/10/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/08/2026

There is an old adage that says, "sell in May and go away." But should investors take that approach this year? Principal, Head of Investment Strategy Mona Mahajan discusses market strategy and what to consider before trying to time the markets.

Watch the full episode: https://bit.ly/4vvFDwH

06/04/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/01/2026

Friendly reminder! Stop by our office tomorrow for a drop-in event covering college savings plans and education planning. Call or message us for more details.

Date: Tuesday, June 2, 2026
Time: Drop-In From 5-7 PM
6 S Brooks St Manning, SC 29102

Light refreshments and information packets will be provided. Hope to see you there!

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4u2rcPw

05/25/2026

Being the boss isn’t easy. Many owners put their business finances before their personal ones. If you’re busy and self-employed, I can help you to organize your financial preparation.

Send me a message, or comment to learn more.

05/22/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4a4tczE

05/19/2026

On Tuesday, June 2nd, we will be hosting a drop-in event at our office covering college savings plans and education planning. Call or message us for more details.

Date: Tuesday, June 2, 2026
Time: Drop-In From 5-7 PM
6 S Brooks St Manning, SC 29102

Light refreshments and information packets will be provided. Hope to see you there!

05/07/2026

This morning’s 5th Annual Prayer Breakfast brought together a full room of community members and congregations from across Clarendon County. It was a blessing to share this experience with so many. Thank you to everyone who has worked hard to organize this special event year after year!