Edward Jones-Financial Advisor: Bill Glascock

Edward Jones-Financial Advisor: Bill Glascock We are honored to have been blessed with such amazing, high character young men. I truly believe I am exactly where I need to be... Here for our clients!

Hello Neighbor,

Being a Sonoma County resident for over 45 years, my wife, Sherry, and I are proud to call Santa Rosa home, raising our three sons (Justin, Brayden and Logan) here. Volunteering in their Little League for over 12 years as coach, manager and board member, and creating a positive environment for the families in our community gave me great joy. Shortly after graduating magna cm laud

e with a degree in economics from Sonoma State University, I was fortunate to be able to join Agilent Technologies. Over my 17 years at Agilent/Keysight, I held multiple levels of management and responsibilities spanning R&D, supply chain and operations. I truly value the lessons learned and friends I forged bonds with but there was something missing... A true sense of purpose. After some soul searching and much due diligence, I discovered that being an Edward Jones financial advisor offered the opportunity to take my education, experience, leadership and most importantly, desire to help others, to a new level. Without traveling the path I have, with my wife as the beacon who keeps me on course, I wouldn't be the man I am today. Together with my Branch Office Administrator, Sadie Wright, we take the time to listen and understand what is most important to our clients. Using established processes developed by Edward Jones, I create and personalize unique strategies to help our clients reach their goals and dreams. It's the "Why" our clients work so hard to save/invest their money that drives my actions, whether it's to prepare for retirement, leave a legacy or protect what they've built. I consider this a very serious responsibility and willingly accept it. It is the only way to truly partner with you throughout your lives to attain your "Why". Sincerely,

Bill Glascock – Your life-long financial advisor. Member SIPC.

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 5...
06/05/2026

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're plann...
06/04/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4fm3REZ

Plan the road ahead—options for succession and continuity so your clients and legacy are well served. Want to explore wh...
06/04/2026

Plan the road ahead—options for succession and continuity so your clients and legacy are well served. Want to explore what that looks like? Let’s talk.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
06/02/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4nZi2Ch

Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
06/01/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4dQFLzK

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans,...
05/29/2026

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their leg...
05/29/2026

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
https://bit.ly/4vnOpwZ

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other profes...
05/28/2026

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other professionals working with our clients so we can better help them reach their goals. Find out more about how we can work together.

https://bit.ly/4dxZSE0

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1611 Terrace Way
Santa Rosa, CA
95404

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Monday 8am - 5pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 5pm
Friday 8am - 5pm

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