Edward Jones - Financial Advisor: Stephen Spaulding IV

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Edward Jones - Financial Advisor: Stephen Spaulding IV I collaborate with them and their tax and legal professionals so wealth stays aligned with values, goals, and legacy across generations.

As a financial professional based in Park City, Utah holding the CPWA®, CFP®, ChFC®, and RICP® advanced designations, I am equipped to provide comprehensive planning and sophisticated strategies to high net worth families, executives and business owners. Through a disciplined, collaborative approach, we provide clarity and confidence for complex decisions—often during transitions—designed to stand the test of time. I joined Edward Jones because the company shares my values and dedication to doing the best for our clients. This is a commitment I live up to every day. My wife, Andrea (who I met freshman year of college), and I have two amazing young adult children - a son with autism and a musician daughter. We moved to Park City in 2012 from the New York City area, where I lived for many years after having grown up in California. Since coming to Park City, I have been actively serving in the community with Sunrise Rotary, the Park City Community Foundation, the Summit County Clubhouse, the Alzheimer's Association and various county advisory committees. In addition, I volunteer personal time at work in roles as a mentor, coach and trainer. In my free time, you can find me hanging out with my family or playing on the pickleball court, the curling sheet, and the mountain slopes. My team includes branch office administrator Sarah Stembridge. Sarah works hard to take care of all your administrative needs and is dedicated to providing a 5-star experience. She grew up in Coalville and now lives in Peoa with her husband, Bailey, their two boys, Barrett and Wyatt, and hound Molly. Sarah likes to spend time with family and together they enjoy camping and ATV trail riding. Member SIPC.
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Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today wh...
10/15/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4yI4orA

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/13/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/3TYiXbg

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/12/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and G...
10/09/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4ztG9O2

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/08/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/07/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4zFDXDd

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4AMM3uO

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
09/30/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Address

3126 Quarry Road, Suite 4H
Park City, UT
84098

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14356496008

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