Edward Jones-Financial Advisor: Casey Moneer

Edward Jones-Financial Advisor: Casey Moneer My father taught me at a young age the importance of family and preparing for the future. My wife, Lauren, and I live in Waukesha. Member SIPC.

As an Edward Jones financial advisor, I pride myself on working with the local community to help families and business owners achieve their long-term financial goals. I became a financial advisor, at Edward Jones, to spread that advice and determine the most appropriate financial strategy for my clients. Prior to Edward Jones, I moved to the Milwaukee area to attend college at the Milwaukee School

of Engineering. I received my Bachelors of Science in architectural engineering in 2017. After college, I had a career as a sales engineer for Johnson Controls, where I oversaw sales operations in Canada, as well as covering territories on the west coast of the United States. We were just recently blessed with our daughter, Ella, and have two dogs named Frolic and Lacey. We have been happily married for four years and look forward to many more. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
08/27/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4y4QSgX

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/46iVsMF

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to...
08/19/2026

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to evolve. Growth, ownership, and impact tend to matter more when you’re building something meant to last. If you’re reflecting on that path, a conversation can add clarity.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/45QDe5f

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesi...
08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/3U9y1CJ

*Past performance does not guarantee future results.

Join a culture built for comprehensive, planning‑led advice—backed by resources that help you deliver the full picture. ...
08/05/2026

Join a culture built for comprehensive, planning‑led advice—backed by resources that help you deliver the full picture. If that’s how you work, let’s connect.

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/4fOY758

Many people enter financial services to help others navigate important life decisions. Over time, the opportunity to dee...
07/31/2026

Many people enter financial services to help others navigate important life decisions. Over time, the opportunity to deepen client relationships often becomes the motivator that matters most. If you’re looking to make that kind of impact, let’s connect and talk it through.

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questi...
07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/4fYisGk

Address

12434 W National Avenue
New Berlin, WI
53151

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Casey Moneer posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones-Financial Advisor: Casey Moneer:

Shortcuts

Share

Category