Edward Jones - Financial Advisor: Andy Carlson

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Edward Jones - Financial Advisor:  Andy Carlson Complete wealth management Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Jennifer Clifton and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/andy-carlson for more information.
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Stepping into a financial advisor role doesn’t have to feel like an all‑or‑nothing leap. Many professionals look for a p...
11/04/2026

Stepping into a financial advisor role doesn’t have to feel like an all‑or‑nothing leap. Many professionals look for a path that offers stability while they continue learning and growing into greater responsibility. If that balance matters to you, it may be worth connecting and comparing notes.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4iu9AIO

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/27/2026

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. Let’s connect.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4i8S8dT


A summary of last week's market highlights and economic news.

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best s...
10/26/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/47Caqya

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/24/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

What a wonderful morning at the Walk to End Alzheimer’s.   Great to connect with so many friends, clients and community ...
10/24/2026

What a wonderful morning at the Walk to End Alzheimer’s. Great to connect with so many friends, clients and community members.

Alzheimer’s disease impacts more than 300,000 Edward Jones clients. Since our commitment began in 2016, we’ve surpassed 130,000 walkers and contributed more than $58.6 million to Alzheimer’s care, support & research.

Together, we will find a cure.

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/20/2026

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. Reach out to my team to start the conversation.

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the...
10/19/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/3WAcswd

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