Edward Jones Financial Advisor: Brenna Casey

06/05/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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06/01/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

05/26/2026

Family conversations about finances are important to foster positive financial habits in kids. Fortunately, there tend to be lots of natural opportunities in life to discuss certain topics with your family. Take a look here for some age-appropriate ideas to work on building financial skills.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

05/20/2026

Life is full of surprises, but when you’ve got the right guidance and assistance, you can be ready for just about anything. Here are some tips to help you protect your financial future from unexpected events.

Retirement risks

05/20/2026

Don't put off your estate planning. An estate plan can help preserve the value of your assets, protect your privacy and ensure your heirs receive what you intended.

Answers on a range of topics

05/17/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

05/13/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4np4G1I

05/12/2026

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize.

Ready to develop your financial goals? Give my branch a call today.

05/05/2026

Our Starting Point tool helps you begin planning for the financial future YOU envision. Take the quiz today to better prepare for our first meeting: https://bit.ly/4thhQ22

04/30/2026

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many benefits to appointing a professional co-trustee. Here are six questions to ask yourself before you make a decision about who will serve as trustee or personal representative.

Learn more about whether a corporate trustee is the right choice for your needs and goals.