Edward Jones-Financial Advisor: Bruce Kavenagh

Edward Jones-Financial Advisor: Bruce Kavenagh /*********/
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A financial strategy isn’t just about investment returns. It can also reflect what matters most to you. Faith-based inve...
07/16/2026

A financial strategy isn’t just about investment returns. It can also reflect what matters most to you. Faith-based investing is one way some investors choose to align personal values with their long-term financial goals. If this is something you’d be interested in, give me a call. I’d be happy to help.

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
07/16/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

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

The best country artists don't just write for the moment — they write for the memories. For the road trips and the rides...
07/13/2026

The best country artists don't just write for the moment — they write for the memories. For the road trips and the rides home, for the time with friends, for the years from now when a song brings it all back.

The memories that make life rich. It's the same philosophy that we bring to every client's financial plan.

Because your legacy isn't built on a one-hit wonder — it takes discipline, a strategy and someone who's there for you in every season of life.

Let's connect and start planning for what’s next.

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strat...
07/10/2026

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strategies often work best when multiple tools are working together.

Learn more: https://bit.ly/4yuorKy

07/08/2026

Your life is bigger than just a number. Let’s build a plan that supports the life you want to live — across health, family, purpose, and finances. Connect with me if you’d like to learn more.

As equity compensation becomes a larger part of your overall financial picture, it’s important to move beyond simply hol...
07/06/2026

As equity compensation becomes a larger part of your overall financial picture, it’s important to move beyond simply holding shares to making intentional, goal aligned decisions. Learn ways to incorporate your holdings into a disciplined strategy for long-term wealth. Watch this webinar live on July 8 at 3 p.m. CT or on demand after.

https://bit.ly/4wqG0Jt

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!
07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

Over the years, I’ve had many conversations with clients that start with, “I want my money to reflect what matters most ...
07/02/2026

Over the years, I’ve had many conversations with clients that start with, “I want my money to reflect what matters most to me.” For some, that leads to questions about how their faith can help inform their financial strategy and goals. If you’re interested in learning more, give me a call.

Your financial strategy should reflect your goals—both financial and nonfinancial. Whether your personal beliefs, family...
06/29/2026

Your financial strategy should reflect your goals—both financial and nonfinancial. Whether your personal beliefs, family priorities or long-term aspirations guide your thinking, a personalized financial strategy can help ensure your strategy reflects your values. Let’s connect to explore what this could look like for you.

06/26/2026

I believe true wealth goes beyond finances—it’s also about health, family, and purpose. If you’re ready to define what “rich” means for you, I’d love to connect and share our Edward Jones’ Life Pillars®️ report with you.

Read the report here: https://bit.ly/3R8qDGB

Address

1890 W. County Road 419, Suite 1050
Oviedo, FL
32765

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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+14073663084

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