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Edward Jones - Financial Advisor: Bree Soileau

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San Antonio, TX
Edward Jones - Financial Advisor: Bree Soileau

Financial Advisor | Helping business owners, individuals and families make smart financial decisions with confidence Step 2: We create a plan together.

I believe it's my calling to help people make smart decisions with their money so they can build wealth and feel confident about their future. Since joining Edward Jones, I've had the privilege of helping individuals, families, and business owners navigate some of life's most important financial decisions. While every situation is unique, most people are looking for the same thing: clarity, confidence, and a trusted guide they can rely on. I help business owners, high-net-worth families, and those preparing for life's next chapter create financial strategies that support their goals and help them move forward with confidence. How I Help

Business Owners
• Create retirement plans for themselves and their employees
• Prepare for the eventual sale or transition of their business
• Coordinate with tax and legal professionals on major financial decisions
• Help turn business success into long-term personal wealth

High-Net-Worth Families
• Build and manage investment strategies
• Plan for retirement and major life transitions
• Coordinate estate and legacy considerations with attorneys
• Navigate inheritance, charitable giving, and wealth transfer decisions

Individuals & Families
• Save and invest for the future
• Prepare for retirement
• Make sense of workplace benefits and retirement accounts
• Develop a personalized plan for long-term financial security

How I Work

Step 1: We start with a conversation. Before discussing investments, I take time to understand who you are, what's important to you, and what you'd like your money to accomplish. You'll receive clear recommendations and a roadmap designed around your goals and priorities. Step 3: We stay connected. Life changes, and your financial plan should too. Through ongoing reviews and conversations, I help ensure your strategy stays aligned with where you're headed. A Little About Me

I was born and raised in San Antonio. In 2011, my husband and I co-founded Alamo 180, giving me firsthand experience with the rewards and challenges of business ownership. I also achieved a bucket-list goal of completing an Ironman. These days, my focus is on staying healthy, spending time with family, and keeping up with our two kids, three cats, and dog. If you're looking for a financial advisor, want a second opinion, or simply have questions about your next financial move, I'd be happy to connect.

10/29/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4e4KQ8y

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

10/23/2026

"It’s probably fine."

That’s what I hear most often from women entrepreneurs who left corporate life to build their own businesses when we talk about their old 401(k)s.

They picked a target-date fund years ago, left it with their former employer, and haven't looked since.

And it might be fine. But "probably fine" isn't a strategy, especially when you’ve taken control of your own future.

A quick review leads to one of two great outcomes:

• Validation: You confirm your setup still aligns with your goals.

• Course Correction: You catch misalignment early before it impacts your long-term growth.

Either way, you gain total clarity.

If you have an old retirement account and want to make sure it's working as hard as you are, let’s have a simple conversation to see where you stand.

Send me a DM!

10/20/2026

I want to enjoy rich experiences with my family. I want to try new things, go to new places, and make memories they will talk about 10, 20, 30 years later.

I wanna hear, "Mom, remember when we bought Spurs shirts and went to the game together?"

We got an amazing deal on seats and we learned why at the game... they were in the nosebleed section 😂 But we still had fun, and it's something we will laugh about years from now.

Do smart things with your money so you can live a life you love 🏀✨

10/15/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4yjkxCZ

10/14/2026

Today was the offical "punch walk" for our new office.

That means testing outlets, making sure cabinet drawers glide smoothly, checking door hinges, and writing down every little detail that needs to be fixed or replaced. It’s getting real, and move-in day is officially less than a month away!

And for fun, in true Amelia Bedilia fashion, I brought fruit punch for our punch walk 🧃😂

10/08/2026

My clients are starting to get these postcards in the mail! I cannot believe that in ONE MONTH I will be at a new office!!! Stay tuned for an open house and grand opening event!

10/05/2026

Something EXCITING is in the works! Stay tuned for a BIG announcement 👀 🎉

09/28/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

09/23/2026

Scared but full of passion. Scared, but not willing to live with the regret of never trying.

That's how I remember the start of my own entrepreneurial journey. In 2013, I stood in the middle of our gym a month before we opened our doors. Would anyone join? Would we make it?

There were pivots along the way, and every one of them made me the woman I am today. It also gives me a unique perspective as a financial advisor serving business owners.

Yesterday was American Business Women's Day, and I truly believe that when women build businesses and wealth, families and communities win.

Women bring creativity, empathy, strength, and so much more! The world needs what we bring to the table.

Cheers to every woman who stepped out and started her own business 🥂

09/18/2026

What might investors make of the Federal Reserve's first rate hike since 2023?

Our Principal, Head of Investment Strategy Mona Mahajan breaks down the key takeaways from the September meeting, including the path for future rates, the inflation outlook and what continued economic resilience could mean for markets.

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13750 San Pedro Avenue Ste 525
San Antonio, TX
78232

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