Edward Jones-Financial Advisor: Rachael O'Leary

09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4riuY7C



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

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/10/2026

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/4gMR4fd



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

08/30/2026

Learn more https://bit.ly/4xEhrK7 Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

08/28/2026

https://bit.ly/4gk4LC0 Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

08/23/2026

Learn more https://bit.ly/3SrfIID Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

08/21/2026

https://bit.ly/4zrbkdD Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/4x6XDyG


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

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

08/18/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

08/16/2026

Learn more https://bit.ly/4wYRwwp Creating wealth is about planning for the future. I can help you explore strategies to help manage, protect and pass on your wealth.

08/14/2026

https://bit.ly/4x3RJhY Shape your financial legacy. I offer advanced services to simplify your financial life.