Edward Jones - Financial Advisor: Bethany Brill Abeln

08/01/2024

America is on the verge of a business succession boom, according to our latest research in partnership with Morning Consult and NEXT360 Partners. But 1/3 of business owners have yet to prepare a succession plan.

We explore the reasons and offer guidance to help ease the transition: https://ow.ly/IyuP50SPoxU

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey executed by Morning Consult from April 8, 2024 – April 9, 2024 (among a U.S. national sample of 400 business owners) combined with unstructured interviews conducted by NEXT360 Partners with business owners in Arlington, TX, Atlanta, GA, Charlotte, NC, Cleveland, OH, Dallas/Ft. Worth, TX, Denver, CO, Los Angeles, CA, Troutman, N.C, New Jersey, Phoenix, AZ and Raleigh-Durham, NC.

06/12/2024

In honor of Alzheimer's and Brain Awareness Month, we are proud to hear that a clinical trial we've helped fund for preventing Alzheimer's is relaunching in July at Washington University in St. Louis.

Since 2016 Edward Jones has dedicated corporate funds to impact research in the lab, in the clinic and in the community totaling $11 million. In addition to this clinical trial, Edward Jones is supporting two research grants at Washington University to help inform novel strategies for the prevention, early detection and treatment of Alzheimer’s.

04/12/2024

Concerned about market volatility? During a recent Fox Business interview, our Managing Partner Penny Pennington discussed how our financial advisors partner closely with our clients, guiding them through the ups and downs of the markets and the economy.

Watch here: https://ow.ly/2TA650Rf2bi

04/05/2024

Congratulations to the 266 Edward Jones financial advisors recognized by Forbes as being at the top of their field. One was among the 250 named to America's Top Wealth Advisors, now for the fourth consecutive year, and 265 more were recognized as Best-in-State Wealth Advisors in their respective states. Among the selection criteria were assets under care, compliance records and best practices for serving clients.

These professionals and their client support teams take the time to understand what matters most to their clients to build tailored financial strategies that can help each client feel confident in their decisions and secure in their future.

We salute our Forbes top financial advisors and their approach to running their practices and serving their clients.

https://ow.ly/Qeev50R7Iny

2024 Forbes America’s Top Wealth Advisors and Best-In-State Wealth Advisors, published April 2024, research by SHOOK Research LLC, data as of June 2023. Compensation provided for using, not obtaining, the rating.

Forbes America's Top Wealth Advisors in 2021-2024, published April or August each year, research by SHOOK Research LLC, data as of June of the prior year or March the same year. Compensation provided for using, not obtaining, the rating.

02/08/2024

Congratulations to one of our financial advisors named among Forbes’ America’s Top Women Wealth Advisors for the fourth consecutive year and to 100 more who were recognized as Forbes 2024 Top Women Wealth Advisors Best-in-State in their respective states.

We are driven by our purpose to make a positive difference in the lives of our clients, colleagues and communities. When our financial advisors are recognized for client impact, compliance records, experience and best practices, we are especially proud of the work they are doing and the way they are doing it.

https://ow.ly/g5wE50Qzjhq

𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴: 2024 𝘍𝘰𝘳𝘣𝘦𝘴 𝘈𝘮𝘦𝘳𝘪𝘤𝘢'𝘴 𝘛𝘰𝘱 𝘞𝘰𝘮𝘦𝘯 𝘞𝘦𝘢𝘭𝘵𝘩 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘢𝘯𝘥 𝘛𝘰𝘱 𝘞𝘰𝘮𝘦𝘯 𝘞𝘦𝘢𝘭𝘵𝘩 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘉𝘦𝘴𝘵-𝘪𝘯-𝘚𝘵𝘢𝘵𝘦, 𝘱𝘶𝘣𝘭𝘪𝘴𝘩𝘦𝘥 𝘍𝘦𝘣𝘳𝘶𝘢𝘳𝘺 𝘦𝘢𝘤𝘩 𝘺𝘦𝘢𝘳, 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘣𝘺 𝘚𝘏𝘖𝘖𝘒 𝘙𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘓𝘓𝘊, 𝘥𝘢𝘵𝘢 𝘢𝘴 𝘰𝘧 𝘚𝘦𝘱𝘵𝘦𝘮𝘣𝘦𝘳 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘳𝘪𝘰𝘳 𝘺𝘦𝘢𝘳. 𝘊𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘶𝘴𝘪𝘯𝘨, 𝘯𝘰𝘵 𝘰𝘣𝘵𝘢𝘪𝘯𝘪𝘯𝘨 𝘵𝘩𝘦 𝘳𝘢𝘵𝘪𝘯𝘨.

12/30/2023

12/28/2022

We’ve been pranked!! Whoever put the bubbles in our fountain today brought the biggest smiles to our faces! 🤣 Anybody willing to fess up to their crime?!

06/03/2022

Setting your path to financial freedom was the theme yesterday as I guest spoke to seniors at Amity High School. We discussed cash flow awareness, prioritizing goals, creating strategies that can adapt with life changes and tracking progress.
I was honored to have been invited and even more honored to have the opportunity to make a lasting impact on the future of our community.

03/20/2022

Kyle and I had a great time this past week hosting a webinar series discussing current market conditions and our outlook for the road ahead. It’s always fun to work together in order to provide educational events for our clients and communities!