Edward Jones-Associate: Caitlin McBee

Edward Jones-Associate: Caitlin McBee Providing financial services in the Greater Cincinnati area What's important about money to you? I attended Mount St.

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we offer investments, services, and tools our clients need to work toward their financial future. In addition, the firm has thousands of professionals and advanced technology supporting

our branch offices to help clients reach their long-term financial goals. As a former practicing physical therapist, I bring experience, empathy and a keen understanding of the impacts that unexpected life changes can have and how having sound financial strategies in place is imperative. Our branch team can help to address your financial pain points & partner with you to protect what matters to you most. I am proud to support the Greater Cincinnati & NKY LGBTQ+ community. Over the years, I have spent time volunteering with our local GLSEN Chapter, Caracole (a Cincinnati-based non-profit devoted to changing lives in the fight against HIV/AIDS), and HRC Cincinnati. I am honored to work for Edward Jones which was awarded a perfect score of 100 by the Human Rights Campaign Foundation's 2022 Corporate Equality Index. Joseph University where I earned a Bachelor of Science degree and Doctor of Physical Therapy degree. In addition, I have obtained my Series 7, Series 66 and insurance licenses. By integrating an established process, a commitment to understanding your unique needs and identifying your long-term goals, we can work together to help get you on track to reach your and your family's financial goals. Member SIPC.
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06/02/2026

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/3S1rx7T

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a mo...
06/02/2026

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a more inclusive community for all.

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
06/01/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/3PCQBkX

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
05/25/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

With the increased prevalence and sophistication of fraud and cybercrimes, our cybersecurity and Senior Client Protectio...
05/22/2026

With the increased prevalence and sophistication of fraud and cybercrimes, our cybersecurity and Senior Client Protection teams are meeting the challenge, ready to identify, analyze and protect clients from the moment fraud is detected. Learn more at edwardjones.com/privacy?utm_term=1088347&utm_source=facebook&utm_medium=social_media&utm_content=3202393&c3nid=1088347_facebook_3202393&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg3OTIwNg%3D%3D

We can help you address some of the common financial needs we see among business owners, including retirement plans, pro...
05/20/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4tKjyJF

Build personalized watchlists to help keep tabs on what's important to you.
05/18/2026

Build personalized watchlists to help keep tabs on what's important to you.

Connect and view accounts you have elsewhere in Online Access.

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employe...
05/15/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

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

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612 N University Boulevard
Middletown, OH
45042

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