Edward Jones - Financial Advisor: Tim Davies

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Edward Jones - Financial Advisor: Tim Davies Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC

How We Work Together: I believe that it's important to understand what clients are working toward before offering them investment advice. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. Relationships are key, and in our view, meeting face to face builds strong relationships. The mantra in my office is "Our friends are our clients and our clients are our friends." We genuinely love building relationships with our clients and I relish the opportunity to help others achieve success through the advising of their financial lives. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. About Me: I'm originally from the Chicago area, but I have lived in San Antonio for over 25 years. I attended the University of Texas here in San Antonio where I received my Bachelors and Masters degree in business. I have earned the CERTIFIED FINANCIAL PLANNER™ and I have over a decade experience in the financial industry. I am married to my best friend, Stephanie, and we have two amazing children, Payton and Addison. With great excitement, I'm proud to announce we are also expecting a new baby girl this fall. I enjoy coaching my son's baseball team and my daughter has me wrapped around her finger (Hopefully this changes later!). Community Involvement: We are a major sponsors and participants for the Walk to End Alzheimer's. We are active members of our church in the Stone Oak area as well as the UTSA Alumni Association and the San Antonio Food Bank.
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CERTIFIED FINANCIAL PLANNER®️ during the week…Expert fort builder on the weekend!
10/10/2026

CERTIFIED FINANCIAL PLANNER®️ during the week…Expert fort builder on the weekend!

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chub...
10/09/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/3Tz84Nb

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/08/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4rRPDzQ

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/07/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud...
10/06/2026

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

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4zfFMq2

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/04/2026

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.

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums ...
10/02/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/01/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4hJyaVQ

09/29/2026

As the third quarter comes to an end, three numbers are moving markets — $100 oil, a 5% yield on the 10-year Treasury, and 35% earnings growth. Two are headwinds, and one is the reason the market hasn’t buckled. Senior Global Investment Strategist Angelo Kourkafas breaks down each number and what it means for your portfolio.

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San Antonio, TX

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+12104971233

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