Holli Mitchell - Edward Jones

06/09/2026

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.

06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4vCiTLD

06/05/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

06/03/2026

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other professionals working with our clients so we can better help them reach their goals. Find out more about how we can work together.

https://bit.ly/49Dolp9

06/01/2026

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting together a comprehensive, personalized financial plan.

Discover the power of planning: https://bit.ly/4uaW5l7

05/29/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

05/27/2026

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are viewed side by side, it can bring greater clarity. That perspective can make it easier to decide what comes next — on your own terms.

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/49tBNvI

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/22/2026

When a major life event occurs, like becoming a parent, you might want to evaluate who can make decisions on your behalf and update other pieces of your estate plan.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

05/21/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.