Edward Jones - Financial Advisor April Tate

10/02/2026

Had such a fun day giving back to Changing Table! This incredible organization helps families in our community by providing essential diaper and period products to those who need them most. Their mission is so important, and the impact they make reaches so many local families.

As a bonus, there was a costume theme for the event, and I think we absolutely knocked it out of the park! 😊 Grateful for the opportunity to support an organization that is making a real difference while having a little fun along the way. ❤️

09/24/2026

You don't want to miss this one!

09/23/2026

So grateful for the opportunity to support two outstanding local nonprofits that are making a difference for kids in our community: of the Ozarks Idiots Club and Big Brothers Big Sisters. Both organizations provide incredible opportunities, mentorship, and support for our youth. A special thank you to the dedicated leaders, volunteers, and supporters who make their missions possible. Proud to give back and help strengthen our community!

09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/476oCPu



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/13/2026

What a great day volunteering yesterday at the Lake of the Ozarks Air Show! Beautiful weather, incredible performances, and even an appearance by the B-2 Spirit made for an unforgettable event. It was an honor to serve alongside some of the best people and community supporters around. I was only able to capture a handful of pictures from the day. Kudos to the Camdenton Area Chamber of Commerce, the Air Show Committee, and a special shoutout to the crew at Lake Aviation for making it all possible!

09/10/2026

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/4d5VMlO



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/01/2026

Learn more https://bit.ly/3TbRIK1 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.

08/30/2026

https://bit.ly/4qPNtQW 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.