Edward Jones - Adam Woldt

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

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.

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/4iaycHN

01/19/2026

Give Us A Call Today 😃 972-617-0316

Financial service

01/09/2026

Give Me A Call Today 😃 972-617-0316

01/05/2026

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/45Eio9b

01/05/2026

As we head into 2026, our Principal, Head of Investment Strategy Mona Mahajan joined CNBC to discuss the market backdrop—and where investors may find opportunity in the new year.

Watch the full interview: https://cnb.cx/4qaIcCj

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

01/03/2026

Have a 401k? Let's Talk About Your Options 😃

01/02/2026

There are a lot of choices to make when building a career. And that doesn’t end when you start planning your retirement. Let’s chat about your retirement portfolio options and how I can work with you to help you make your golden years financially comfortable.

Learn more: https://bit.ly/3L8XKqX