Edward Jones - Financial Advisor: McKenzie Lee AAMS

Edward Jones - Financial Advisor: McKenzie Lee AAMS As a Financial Advisor with Edward Jones I work with my clients to focus on what is important to them Member SIPC.

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal ba

sis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My Registered Branch Associate Stephanie Siler, Branch Office Administrator Janeen Whitmer and I work as a team to give you the personalized service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/mckenzie-lee for more information.
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Realize your potential. Become an Edward Jones financial advisor. Learn more about the opportunity at our Financial Advi...
09/10/2026

Realize your potential. Become an Edward Jones financial advisor.

Learn more about the opportunity at our Financial Advisor Opportunity webinar, now available on demand.

Explore a career where structured guidance meets flexible autonomy. Our new financial advisor webinar is now available o...
09/09/2026

Explore a career where structured guidance meets flexible autonomy. Our new financial advisor webinar is now available on demand.

https://bit.ly/46Po8gy

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/4ynWYsV

09/08/2026

Your credit score is more than just a number. It's one of the foundational building blocks of your financial life.

From qualifying for a mortgage to securing better interest rates, a strong score creates options. And options give you flexibility to pursue the goals that matter most.
The good news is building and maintaining healthy credit is straightforward when you know what drives it. The habits you establish today make borrowing easier and less costly down the road.

If you'd like to talk through how your credit picture fits into your broader financial strategy, let's connect.



Content provided by Edward Jones

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan ...
09/03/2026

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan helps you protect your legacy and transition ownership on your terms.

Here's our business owners hub

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's a...
09/02/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
09/01/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

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/4wZJxOK

Finding your name in Forbes is an honor and I'm honored to share that I was recently named among the 2026 Forbes | SHOOK...
08/30/2026

Finding your name in Forbes is an honor and I'm honored to share that I was recently named among the 2026 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors. I ranked No. 37 in SHOOK Best-in-State Next-Gen Wealth Advisors in Michigan.

This is our second year to receive this recognition.

I want to acknowledge my team and the commitment they demonstrate every day to making a difference for our clients. Thank you our client support team, Stephanie Siler and Janeen Whitmer.

We appreciate each and every client and will continue to work hard to make a meaningful difference in your life.

Thank you for allowing us to be part of your financial journey. Our goal has always been to take the complex and make it simple. Over the past year, our team has continued to learn, grow and refine how we serve you, and we're excited about what lies ahead as we continue helping you work toward your long-term goals.

2026 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors for Michigan, published August each year, research by SHOOK® Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
https://www.forbes.com/lists/best-in-state-next-gen-advisors/

08/27/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/3SeSohv

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Midland, MI
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