Edward Jones-Financial Advisor: Debbie Coogan

Edward Jones-Financial Advisor: Debbie Coogan Helping You Make Smart Money Decisions Everyone deserves financial success! I want to learn who you are, what you need and how I can best help you.

If you are working hard for your family or your business, you may not have time to organize your finances. I specialize in helping families, retirees, and business owners such as veterinarians put together a strategic financial plan based on their goals and values. My clients tell me that they feel like they are part of a team dedicated to making smart money decisions and that allows them to spend

their time doing what they enjoy and do best. At Edward Jones, we have a proven process that includes understanding your priorities. This isn't a "check the box" activity but one that requires in depth conversations for me to really learn about you and your unique life story. Only then can I build a custom plan to achieve success. What I have learned from my 30+ years of experience and Certified Financial Planner education is that most hard-working people just need help prioritizing their financial goals and creating and following a path forward to achieve them. Having a strategic focus to investing has proved me and my clients well. I provide guidance and assurance every step of the way and we'll regularly review our progress and make changes as needed. I hold a Bachelor of Psychology degree from Maryville University and began my career with Edward Jones in 1990. My past industry experiences make me a better advisor today. I give back to my community through active leadership on two local boards of directors – the Southwest Area Chamber of Commerce (president-elect for 2025) and the Sunset Hills Conservation Foundation. Call my office and let's set up a time to talk. Debbie

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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4qiEuqZ

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

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.

On April 2, President Donald Trump announced the highly anticipated U.S. reciprocal tariff plans under the International...
04/03/2025

On April 2, President Donald Trump announced the highly anticipated U.S. reciprocal tariff plans under the International Emergency Economic Powers Act.

We offer a framework to assess how the announced tariffs could impact economic growth, inflation, central-bank policy and financial markets and provide key financial insights for individuals and business owners.

Tariff announcements drove market volatility in early March

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Le...
02/06/2025

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Learn common tax scams and how to help protect yourself this tax season.

A solid strategy can help safeguard you from these increasingly frequent crimes.

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to c...
01/28/2025

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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

To save for retirement with confidence, it's important to think about when you want to retire and how you want to spend ...
01/23/2025

To save for retirement with confidence, it's important to think about when you want to retire and how you want to spend your time. Let's discuss your vision — and how we can help establish a strategy to achieve it.

Learn more: https://bit.ly/3PLmPqn

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's bo...
01/03/2025

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's book time to discuss strategies that can help you build and protect your wealth for those you love now — and future generations as well.

Here’s how

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.
12/24/2024

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

Worried about your investments with the upcoming election?  Read here for a different perspective.
10/24/2024

Worried about your investments with the upcoming election? Read here for a different perspective.

By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

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