Susie Brotz- Financial Advisor, Edward Jones

Susie Brotz- Financial Advisor, Edward Jones Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

With over 20 years of experience in the financial services industry, my priority as a financial advisor is to help my clients achieve their goals and investment objectives by providing tailored solutions that meet their specific needs.
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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4r5aRKm

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best s...
09/03/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/3UvknKt

Learn more https://bit.ly/3ULT92b Your business may be one of your greatest assets. I can help you explore strategies fo...
09/01/2026

Learn more https://bit.ly/3ULT92b Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/3V3OlW0

Learn more https://bit.ly/4yaGbtc I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4yaGbtc I can help you explore key considerations that come with executive compensation and complex wealth.

https://bit.ly/4wRchJr Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/30/2026

https://bit.ly/4wRchJr 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.

Learn more https://bit.ly/4x8JFvG Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/4x8JFvG Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

https://bit.ly/4y76jFt From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/4y76jFt From equity awards to diversification, I can help you make the most of your executive compensation strategy.

https://bit.ly/4gAsI73 Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
08/28/2026

https://bit.ly/4gAsI73 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.

Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.
08/27/2026

Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.

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