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Edward Jones Financial Advisor - Mallory Giesen

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Edward Jones Financial Advisor - Mallory Giesen

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I help individuals and families set personalized goals and establish a strategy to help reach them. Member SIPC.

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million 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. Please call or stop by my office, or visit www.edwardjones.com for more information.
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11/02/2026

I’m a little late with my Halloween post, but I couldn’t resist sharing my favorite princess!

She may be dressed as Belle, but I’m pretty sure I’m the one living the fairy tale. ❤️

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4swRxq8

A summary of last week's market highlights and economic news.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4hW36U6

10/16/2026

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

10/14/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/3U3TdKP

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

10/12/2026

I’m back from the CFP Conference and excited to implement what I learned in meetings with my clients!

For today, though, I will be out of the office in observance of Indigenous Peoples’ Day. Join me in taking a moment to learn more about the history of the land we are on, supporting Indigenous-owned businesses, and reading works by Native and Indigenous authors.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4ykNfDw

10/07/2026

When Vegas gives your profession a billboard…you take the picture. 📸

“It’s gotta be a CFP®.”

Not going to lie—seeing those three letters up in lights on the Strip felt pretty cool. ✨

10/06/2026

When it comes to your financial future, having the right people by your side can be a gamechanger. And your team at Edward Jones is right there with you to help you achieve what matters most. Because real wealth isn't just about numbers; the key to being rich is knowing what counts. Let's find your rich.

10/05/2026

It’s that time of year again!

I’m attending the CFP conference in Las Vegas this week — connecting with colleagues, learning from some of the best in our profession, and bringing home new ideas to help me continue showing up better for my clients.

I’ll be out of the office for the conference with limited availability, but I’m looking forward to coming back with plenty of new ideas and inspiration.

One of my favorite parts of this career is that there’s always more to learn—and ultimately, that learning is about being able to do better work for the people who trust me with their financial lives. 💛

Address

9711 Skokie Boulevard, Suite C
Skokie, IL
60077

Opening Hours

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

Telephone

+18476746131

Website

http://www.edwardjones.com/mallory-giesen

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