Edward Jones-Financial Advisor: Charlotte B Willis

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.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4geIq7s

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

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.