Edward Jones-Financial Advisor: Beth Percival

Edward Jones-Financial Advisor: Beth Percival Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I am a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. Our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Ingrid an

d I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/Beth-Percival for more information.
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For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to...
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For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to evolve. Growth, ownership, and impact tend to matter more when you’re building something meant to last. If you’re reflecting on that path, a conversation can add clarity.

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
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.

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you. Let's make...
08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy. I focus on helping c...
08/12/2026

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy.

I focus on helping clients take a comprehensive view, so nothing is overlooked.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/11/2026

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.

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
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New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here ar...
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If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

Stay connected to your financial advisor and goals, all in one secure location.
08/04/2026

Stay connected to your financial advisor and goals, all in one secure location.

You may have mis-typed the URL or simply clicked on a broken link or QR code. Bitly links are CAse SeNsiTivE, so double check that everything is correct and try again.

08/03/2026

2026 has been a very eventful year so far, and it’s only half over. Senior Global Investment Strategist Angelo Kourkafas discusses the financial outlook and five key views for the rest of 2026.

Watch the full episode: https://bit.ly/4xcO5BR

Many people enter financial services to help others navigate important life decisions. Over time, the opportunity to dee...
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Many people enter financial services to help others navigate important life decisions. Over time, the opportunity to deepen client relationships often becomes the motivator that matters most. If you’re looking to make that kind of impact, let’s connect and talk it through.

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