Edward Jones - Financial Advisor April Tate

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.

08/25/2026

📸 Seeing all of the back-to-school pictures today brings back memories!

What was your favorite school subject?

👍 Math
❤️ English
😆 Science
😮 History
🎉 Lunch/Recess

Me? I loved History, followed closely by recess and my grade-school obsession with tetherball! Vote with a reaction and tell me why in the comments!

08/25/2026

Learn more https://bit.ly/4gvaqUq A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

08/23/2026

https://bit.ly/4xi81UA Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals.

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/3SGFI2X


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

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

08/18/2026

Learn more https://bit.ly/4xSiB4C Selling or transitioning a business can take years of planning. I can help you explore strategies to prepare for a successful transition and the next chapter.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/16/2026

https://bit.ly/4cD1N9d I simplify complex financial needs for Greater Seattle business owners like you.