Edward Jones-Financial Advisor Adam Underhill, CFP, AAMS

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From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
11/01/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4Bu7uRO

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/25/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/18/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4B5AI9h

What a beautiful day on Saturday for the inaugural Trunk or Treat at the Shorewood YMCA! Thank you for having us!!
10/12/2026

What a beautiful day on Saturday for the inaugural Trunk or Treat at the Shorewood YMCA! Thank you for having us!!

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
10/11/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work t...
10/04/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/01/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4yCeeuU

This week I had the opportunity to head to St. Louis and visit our home office. I always enjoy that time when I have an ...
09/25/2026

This week I had the opportunity to head to St. Louis and visit our home office. I always enjoy that time when I have an opportunity to step away from the office and meet our partners who are working hard behind the scenes for you and I.

I was joined by about 300 other financial advisors from coast to coast. The common theme, we care deeply about taking care of you and the next generation. Sometimes, we have to step back for a few days, and revisit our purpose. It is a healthy reset.

I may not say it enough, but it is a true honor to serve you and your family. I know you have choice and I consider it a blessing to guide your family through dreams and goals you have.

Thank you!

Address

611 Rollingwood Drive, Suite 1
Shorewood, IL
60404

Opening Hours

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

Telephone

+18156304377

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