Edward Jones-Financial Advisor: Roger Smith

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

07/11/2026

We break down the latest Social Security Trustees Report – what's changed and our recommendations around focusing on what you can control.

Social Security 2026 Trustees Report Released

07/10/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

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

07/08/2026

Your life is bigger than just a number. Let’s build a plan that supports the life you want to live — across health, family, purpose, and finances. Connect with me if you’d like to learn more.

07/06/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

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

07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

07/02/2026

I believe true wealth goes beyond finances—it’s also about health, family, and purpose. If you’re ready to define what “rich” means for you, I’d love to connect and share our Edward Jones’ Life Pillars®️ report with you.

Read the report here: https://bit.ly/4v8NW0Y

07/01/2026

While life insurance can be beneficial, it can also be confusing. Do you need life insurance? How much coverage do you need? What type of life insurance should you choose? If you’re asking yourself these questions, this guide can help.

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

06/29/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

06/28/2026

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence those finances support.

This Alzheimer’s & Brain Awareness Month, I’m encouraging clients to think about brain health as part of their overall long-term plan. Whether it’s building flexibility into your financial strategy, discussing long-term care considerations or simply prioritizing wellness, these conversations matter.

If this is something you’ve been meaning to revisit, I’m here to help you think it through.