Edward Jones-Financial Advisor: Daisy Fernandez

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Edward Jones-Financial Advisor:  Daisy Fernandez Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
11/04/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employe...
10/28/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/21/2026

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/4z1SJnD

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial ha...
10/14/2026

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial habits needed for your financial fitness.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud...
10/07/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/01/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
09/30/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

We're proud to share that Edward Jones has been named to the 2026 PEOPLE® Companies that Care list.This recognition refl...
09/25/2026

We're proud to share that Edward Jones has been named to the 2026 PEOPLE® Companies that Care list.

This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.

At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.

We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.

Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4rFzcXh

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order i...
09/23/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

Exciting news! We are hiring for a Branch Office Administrator to join our team in Rockford. This role is so much more t...
09/21/2026

Exciting news! We are hiring for a Branch Office Administrator to join our team in Rockford.

This role is so much more than administrative work. It's about building relationships, creating exceptional experiences for clients, and partnering closely as a team every day. We're seeking someone who is friendly, proactive, and passionate about helping others.

Know someone who would be a great fit? Send them my way, I'd love to connect!

https://bit.ly/4xWMIaJ

Address

5919 Forest Hiils Road
Rockford, IL
61114

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

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