Edward Jones-Financial Advisor: Charlotte B Willis

03/26/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

08/14/2025

No one wants to become the victim of a theft – but scammers are out there, looking for their next victims. Here’s how to help protect yourself and your loved ones from financial fraud.

Stay informed

04/16/2025

It’s inspiring to see young talent from our hometown making big moves—like Jaselyn Berthelot, a successful female angler.

She is not only a successful angler but is now turning her passion for animals into a new local venture: a dog boarding and grooming business opening soon in our community!

Proud to support the next generation of women entrepreneurs. Congratulations, Jaselyn - we can’t wait to see your business thrive!

09/15/2024

"Today was a great day celebrating my staff and my 30th year at Edward Jones serving our clients. Thank you to everyone who came out to celebrate with us. We look forward to serving you for many more years!

06/27/2024

Such a great time last night at the Port Allen Rotary Club installation banquet! Looking forward to another great year!

03/25/2024

Goals can evolve over the years, but three goals can be particularly important at any life stage. If you need help addressing these crucial goals – retirement, preparing for the unexpected and leaving an estate/legacy – in your financial strategy, let's discuss how I can help.

Goals can change over time. But when it comes to a lifelong financial strategy, these three goals should top everyone’s list.

03/15/2024

Spring clean and help us give back to our community! We are proud to serve as a drop-off location for the Baton Rouge Food Bank and Shepherd's Market now through Thursday, May 13th.

Clean out your pantry and cabinets of your unused items (or, of course, you can go on a shopping trip). Drop off at our branch between 8:30 and 3:30 Monday through Friday.

Please help us stock these high-demand items: Cereal - Dry Beans – Canned Fruit – Pasta Sauce – Soup – Rice – Peanut Butter – Jelly – Flour – Sugar – Salt – Canned Milk – Oatmeal – Crackers – Canned Beans – Grits – Pasta – Juice – Muffin Mix – Ketchup – Mayo – Mustard – Mac & Cheese

Laundry Detergent – Toilet Paper – Paper Towels – Soap – Shampoo – Cleaning Supplies – Diapers – Toothpaste – Toothbrushes

If you want to know more about The Shepherd's Market, check them out here. https://shepherdsmarket.org/

Contributing to a cause and participating in or volunteering for a charitable event is a personal decision and completely voluntary. Edward Jones and its associates cannot accept monetary donations.

02/27/2024

What an honor to be among the 2024 Forbes Top Women Wealth Advisors Best-in-State. I’m proud to be recognized among this distinguished group of financial advisors. Looking for a financial advisor to help you reach your goals? Let’s talk. Reach out to set an appointment.

Disclosures: 2024 Forbes Top Women Wealth Advisors Beat-in-State in LA, published February 2024, research by SHOOK Research LLC, data as of September 2023. Compensation provided for using, not obtaining, the rating. Edward Jones, Member SIPC.

02/26/2024

For a review of last week's market and guidance for the week ahead take a look at this report.

How did the markets perform this week? Get the highlights and the latest economic news.

12/12/2023

’Tis the season for giving — but don’t forget to give to your future self by ensuring you have a sound retirement plan in place. Here are some steps to help ensure your path to retirement is right on track.

Follow these simple steps to help ensure your path to retirement is on track as we enter the new year.

12/11/2023

It’s a beautiful day at The Island Golf Course supporting the West Baton Rouge Chamber of Commerce.