Edward Jones - Financial Advisor: Bree Soileau

Edward Jones - Financial Advisor: Bree Soileau Helping individuals & business owners do smart things with their money

Heading home from the office and this was on my mind:Wealth is rarely built from big moments. It's built from smart, sma...
05/15/2026

Heading home from the office and this was on my mind:

Wealth is rarely built from big moments. It's built from smart, small decisions you repeat consistently.

Packing your lunch is one of them. (My favorite lunches are leftovers from the night before).

What's one small decision you can make this present season that future you will thank you for?

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
05/14/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

I was just invited to teach a workshop to 11 ladies, and the woman who invited me said something I haven't been able to ...
05/13/2026

I was just invited to teach a workshop to 11 ladies, and the woman who invited me said something I haven't been able to stop thinking about:

"We didn't learn how to manage money in school. In fact, in college I went to a function where you could sign up for a credit card and get a free $100 gift card just for doing it. Women especially need to know how to manage money and build wealth."

She is 💯 right.

It's why I'm so passionate about what I do — not just helping my clients build wealth, but making sure they actually understand what the process looks like.

Knowledge is the foundation. Everything else builds from there.

If this resonates, you're not alone. And if you're ready to start building, let's connect. I'd love to have that conversation with you.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/11/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

4:59 PM. Prospect call in one minute.Notes ready. Recommendations ready! Nervous? A little, but I believe being nervous ...
05/07/2026

4:59 PM. Prospect call in one minute.
Notes ready. Recommendations ready! Nervous? A little, but I believe being nervous means you care.This is the work I love. ✨

We can help you address some of the common financial needs we see among business owners, including retirement plans, pro...
05/04/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

Cool morning. Hot chocolate. Real conversations about what's possible! This is what I love about showing up in the commu...
05/02/2026

Cool morning. Hot chocolate. Real conversations about what's possible!

This is what I love about showing up in the community and meeting people where they are.

Come by our tent at the Market Day at Cibolo Creek Community Church and let's talk 💰

Rich moments in April ✨️
04/30/2026

Rich moments in April ✨️

Tired. Hot. Hungry. Ran anyway 💪Finished a full day and still got my 20 minutes in through the Pearl, along the Riverwal...
04/29/2026

Tired. Hot. Hungry. Ran anyway 💪
Finished a full day and still got my 20 minutes in through the Pearl, along the Riverwalk.

That's the thing about discipline. It doesn't wait for the perfect moment. It shows up anyway.

Health is wealth. And the best investment you'll ever make is showing up for yourself even on the days you don't feel like it ✨️

Because your health is also wealth 💪
04/27/2026

Because your health is also wealth 💪

As the conflict in the Middle East continues, major U.S. equity indexes have come under pressure. While the duration and...
04/27/2026

As the conflict in the Middle East continues, major U.S. equity indexes have come under pressure. While the duration and ultimate path of geopolitical tensions remain uncertain, history suggests that periods like these can often be short-lived and may provide opportunities.

If you’d like to review your strategy and help ensure it’s built to weather the unexpected, I’m here to help.

More insights: https://bit.ly/4uygP75

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13750 San Pedro Avenue Ste 525
San Antonio, TX
78232

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