Edward Jones - Associate Financial Advisor: Allison Adkins

08/24/2026

There are four potential options for your 401(k) when leaving an employer:

• Option #1: Leave it in your former employer’s 401(k) plan, if allowed by the plan.

• Option #2: Move it to your new employer’s 401(k) plan, if you’ve changed employers and your new employer plan allows for it.

• Option #3: Roll the account over to an Individual Retirement Account (IRA).

• Option #4: Cash it out, which could be subject to potential tax & penalty consequences.

If you've decided that a 401(k) rollover is right for you or just want to talk through your options, contact me today. I can help you with your next steps, wherever you are on your journey.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

08/18/2026

I’m excited to officially share that I am now a CERTIFIED FINANCIAL PLANNER™ professional! 🎉

Receiving my official CFP® exam results marks the end of a challenging chapter of studying, preparation and perseverance, but even more importantly, it represents the beginning of a new chapter in how I can serve my clients.

Earning the CFP® certification reflects a commitment to comprehensive financial planning, ethical standards and helping clients make informed decisions about the things that matter most, from retirement and investments to protecting their families and planning for the future.

I’m incredibly grateful for everyone who encouraged and supported me along the way, and I’m proud to bring this additional knowledge and perspective to the individuals, families and businesses I have the privilege of working with.

I’m looking forward to continuing to grow, learn and help people feel more confident about their financial future.

08/10/2026

The value of a financial advisor is about more than investments. It's about having a trusted partner to help you navigate life's financial decisions, stay on track toward your goals, and provide perspective during uncertain times.

If you've ever wondered how working with a financial advisor can benefit you, this is a great place to start:

Learn how a financial advisor can help you achieve your goals with personalized strategies and financial planning.

08/07/2026

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting together a comprehensive, personalized financial plan.

Discover the power of planning: https://www.edwardjones.com/us-en/investment-services/wealth-strategies/financial-planning?utm_term={group_id}&utm_source={social_network}&utm_medium=social_media&utm_content={suggested_content_id}&c3nid={group_id}_{social_network}_{suggested_content_id}&c3ch=BranchSocialMedia&EID={EMPLOYEE_NUMBER}

08/03/2026

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

06/19/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

06/15/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

06/08/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

Our experienced professionals tailor recommendations to your goals, preferences and current financial picture. Backed by more than 100 years of guidance, your financial advisor builds a personalized strategy that helps you plan confidently and adapt as life changes.www.edwardjones.com/us-en

05/18/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/market-pulse/dont-let-mega-ipo-buzz-cloud-your-judgment?utm_term={group_id}&utm_source={social_network}&utm_medium=social_media&utm_content={suggested_content_id}&c3nid={group_id}_{social_network}_{suggested_content_id}&c3ch=BranchSocialMedia&EID={EMPLOYEE_NUMBER}

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

04/20/2026

✔️ Maysville’s Two Bridge 10 Miler

I love my town!

& Kudos to Maysville Rotary Club for an amazing event! Proud to call myself a Rotarian!