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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Edward Jones Financial Advisor: Jena Sullivan

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Edward Jones Financial Advisor: Jena Sullivan

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11/02/2026

You're Invited to the Next Meeting of Our Coffee Club.
Discussing current events, the economy and investing - in a relaxed, informal setting - is a great way to get to know one another.

Thursday, November 19, 2026
10AM-11AM
Location: 8483 SE 165th Mulberry Lane, Suite 100, The Villages, FL 32162
Coffee will be served
RSVP to Chris @ 352-350-1608 or [email protected]

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/30/2026

Is how you’re living your life helping to build the future you want? We recommend taking a look at the four life pillars: health, purpose, family and finances.

Reach out to me for a copy of the new Life Pillars guide by Edward Jones. Then let’s discuss what matters most to you.

Read more: https://bit.ly/4izlu4i

10/28/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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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/4k12Vs7

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

10/23/2026

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family?

A life that feels rich starts with a conversation. So, let’s talk about it. We’re here with one-on-one guidance to help you turn your dreams and ambitions into goal-based financial strategies, letting you enjoy a life you love. Let’s find your rich.

https://bit.ly/4eev2QT

10/21/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

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/3Wkb297

10/16/2026

Your life is bigger than just a number. Let’s build a plan that supports the life you want to live — across health, family, purpose, and finances. Connect with me if you’d like to learn more.

10/14/2026

Running a business is about more than revenue. It’s about purpose, resilience, and investing in something you believe in.

When your everyday business spending and long-term goals are viewed together, you get clearer perspective on what growth really looks like.

Simplify your financial life with the Everyday Solutions Business Card.

Learn more here: https://bit.ly/4hMWreS

Address

8483 SE 165th Mulberry Lane, Suite 100
The Villages, FL
32162

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+13523501608

Website

https://edwardjones.com/jena-sullivan

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