Edward Jones - Financial Advisor: Zach Brown

Edward Jones - Financial Advisor: Zach Brown We guide clients to feel financially secure so they can live generously. Greetings! How do we help accomplish these important goals with you?

We know that tackling your financial future takes courage and perseverance today. That’s why we help make the process simple for you in 3 easy steps:
1) CALL for a phone appointment so I can understand what’s important to you.
2) SEND us your financial documents to help me understand where you are currently.
3) MEET to create a customized strategy that will help you reach your goals. First, we lis

ten to you, finding out what is most important to you, and ensuring you feel understood, informed and secure in your financial decisions. Then, I partner with you, building a personalized strategy using a process established over the past 60 years with Edward Jones clients to help keep you on track to reach your goals. Since 2005, our joy has come from guiding local families, helping them move from unsure and worried about their financial life to confident and secure. We are part of your team. This is why we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that makes the most of everyone's expertise. Our Team
I live locally with my wife, Rachael, and two children, Sophia and Jenison. Cycling is a passion of mine, so I may see you on the local roads or trails! After teaching high school Spanish for five years in AK and WA, I was excited to find a vocation that allowed me to keep teaching and changing lives for the better. My passion is to understand your perspective by answering all of your questions promptly and patiently, and providing you with a confident and secure financial life. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

04/15/2025

Exciting news! 🎉

Six local Edward Jones offices are teaming up as the lead sponsor for the 2025 Conference on Charitable Giving — a premier event for legal & financial advisors, as well as philanthropic professionals passionate about purposeful giving. 💼❤️

Hosted through a powerful collaboration between Stanford University’s Office of Planned Giving 🎓 and Silicon Valley Community Foundation 🌉, this one-day conference will feature nationally recognized speakers 🎤, engaging sessions 💡, and meaningful networking opportunities 🤝.

Where: Frances C. Arrillaga Alumni Center | Stanford Campus 📍

When: Spring 2025 (details on the site!) 📆

Register now: www.conferencecharitablegiving.org 🖱️

We’re honored to support this impactful event and help strengthen the connection between wealth, purpose, and community. 🌱


Conference on Charitable Giving
Help us build on the educational reputation, networks and charitable expertise of Stanford’s Office of Planned Giving and Silicon Valley Community Foundation.

Individuals subject to the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) should see their Soc...
12/30/2024

Individuals subject to the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) should see their Social Security benefits increase in 2025 by the amount previously reduced.

U.S. Senate passed the Social Security Fairness Act, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

As we enter year 2 of the stock market recovery, our latest Market Compass video highlights three key considerations and...
10/24/2023

As we enter year 2 of the stock market recovery, our latest Market Compass video highlights three key considerations and some year-end planning opportunities.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

I get to know my clients on a personal level so I can provide financial guidance best suited to their lifestyles. If you...
10/18/2021

I get to know my clients on a personal level so I can provide financial guidance best suited to their lifestyles. If you’re ready for a financial advisor who can understand both your personal and financial goals, let’s connect.

[EDJ2021]

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financi...
10/09/2021

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

Ready to develop your financial goals? Give my branch a call today.

The market changes every day, but what you want for your future probably doesn’t.
10/06/2021

The market changes every day, but what you want for your future probably doesn’t.

Learn more about how our philosophy is just one of the ways we can help you reach your goals.

"We are incredibly honored to be named by investors as delivering the highest level of satisfaction, especially during a...
09/30/2021

"We are incredibly honored to be named by investors as delivering the highest level of satisfaction, especially during a year of challenge and volatility," said Edward Jones Managing Partner Penny Pennington.

Scoring 38 points over industry average, Edward Jones was ranked number 1 by investors.

Whether you want to spend your retirement on the golf course, on the road or with your grandkids, a financial strategy t...
09/24/2021

Whether you want to spend your retirement on the golf course, on the road or with your grandkids, a financial strategy that is designed for you can help prepare you for your golden years. With step-by-step guidance, I can help you plan for retirement based on your unique needs and desires.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

Edward Jones was recently recognized for our spirit of caring, ranking no. 15 on PEOPLE's 100 Companies That Care 2021 l...
09/22/2021

Edward Jones was recently recognized for our spirit of caring, ranking no. 15 on PEOPLE's 100 Companies That Care 2021 list. I'm honored to work for a firm that places such importance on making a positive impact in the communities where we work and live.

What does your personality type say about your financial behavior? Researchers have identified seven money personalities...
09/20/2021

What does your personality type say about your financial behavior? Researchers have identified seven money personalities. Here are the pitfalls to avoid and some advice based on your type.

[EDJ2021]

Want to grow your wealth, have enough money to retire and live a happy life? The first step is to identify and understand your money personality type, says financial psychology expert Ken Honda.

Grandparents Day is September 12. Let’s give some extra recognition and celebrate what our grandparents mean to our fami...
09/11/2021

Grandparents Day is September 12. Let’s give some extra recognition and celebrate what our grandparents mean to our families. Here are a few ideas to make the day special.

[EDJ2021]

Address

Scotts Valley, CA

Opening Hours

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

Telephone

+18314382778

Website

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: Zach Brown posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category