Edward Jones-Financial Advisor: Jeffrey W Otway

06/02/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

06/01/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/3PwFfyZ

05/26/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4nNWUyu

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/22/2026

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are viewed side by side, it can bring greater clarity. That perspective can make it easier to decide what comes next — on your own terms.

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/43o8c3b

05/21/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

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

05/11/2026

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
https://bit.ly/4dFR6mn

05/08/2026

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks down what’s behind recent market gains and explains how a disciplined, goal-focused approach can help position your portfolio for the future.

https://bit.ly/42jXQkv