Edward Jones - Financial Advisor: Shawn Garrett

Edward Jones - Financial Advisor: Shawn Garrett 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 14,000 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 str

ategies to help you reach them. My branch office administrator, Connie 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/shawn-garrett
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We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest i...
08/01/2025

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Let’s build yours together.

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes u...
06/09/2025

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Funding your 401(k) comes with many benefits. Learn how much you should consider contributing to your 401(k) as your salary increases.

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not...
01/16/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on t...
01/16/2025

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on this year-end checklist as you start preparing your financial strategy for 2025.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

Retirement (just like any life stage) can throw curveballs when we least expect it. Whether it's divorce, widowhood, sud...
06/27/2024

Retirement (just like any life stage) can throw curveballs when we least expect it. Whether it's divorce, widowhood, sudden health issues or financial setbacks, learning how to make course corrections can help you stay on financial track. Let's chat soon to explore any retirement course corrections you might need to make.

Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have ...
04/15/2024

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

03/19/2024

Brooklyns first college Homerun !

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to c...
05/01/2023

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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

The answer to how long your money will last really comes down to how much you've saved and how you spend it.
01/12/2023

The answer to how long your money will last really comes down to how much you've saved and how you spend it.

Will my money last?

At Edward Jones, our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and t...
11/12/2022

At Edward Jones, our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Prospective employees are drawn to how we do well by doing good – in fact the first thing they often ask for when considering job offers is the firm's annual impact report. Our Managing Partner Penny Pennington had this to say about how we connect our vision for the future to our purpose.

"I believe that business for good is good for business. So financial security is our lane. And if we’re long-term in our view, that means equity and access to financial education and advice is absolutely central to our longevity. Social mobility has to matter to us." – Penny Pennington

From building lasting friendships to providing structure, mentors can help financial advisors unlock success.  Check out...
11/11/2022

From building lasting friendships to providing structure, mentors can help financial advisors unlock success. Check out how Edward Jones Jesse Abercrombie, principal and financial advisor, and Vanessa Okwuraiwe, principal, are supporting mentorship in the latest article from Barron's

Mentorship is part of every financial advisor’s experience at Edward Jones. While the firm has always prided itself on a culture of collaboration, a recent survey confirms the importance of mentorship for diverse financial advisors. According to a new Edward Jones survey of its Diversity, Equity a...

From building lasting friendships to providing structure, mentors can help financial advisors unlock success.  Check out...
11/10/2022

From building lasting friendships to providing structure, mentors can help financial advisors unlock success. Check out how Edward jones, Jesse Abercrombie, principal and financial advisor, and Vanessa Okwuraiwe, principal, are supporting mentorship in the latest article from Barron's

Mentorship is part of every financial advisor’s experience at Edward Jones. While the firm has always prided itself on a culture of collaboration, a recent survey confirms the importance of mentorship for diverse financial advisors. According to a new Edward Jones survey of its Diversity, Equity a...

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