Edward Jones - Financial Advisor: Alexis Pennypacker

Edward Jones - Financial Advisor: Alexis Pennypacker ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Today, we honor the culture and achievements of African Americans on this important day in American history and reflect ...
06/19/2025

Today, we honor the culture and achievements of African Americans on this important day in American history and reflect on what we can do to ensure an equitable and just future for all.

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retir...
10/07/2024

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retirement. Time (how long you save), money (how much you save) and return (how much your investments earn) are simple but powerful concepts. Learn how I can help.

Tips for getting started

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll...
10/02/2024

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll happen, but you can start a "rainy day" emergency fund now to help weather any unscheduled storms.

Tips on how much to save

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick...
09/12/2024

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

Remaining steadfast amid political and policy changes has benefited investors.

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certai...
09/04/2024

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

Wishing you a happy Labor Day filled with friends, family and fun times for all! How are you celebrating?
09/02/2024

Wishing you a happy Labor Day filled with friends, family and fun times for all! How are you celebrating?

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest i...
08/30/2024

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Let’s build yours together.

To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.
05/27/2024

To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.

We believe in partnering with you to build the future YOU envision. Our 5-step process helps us create a tailored strate...
05/22/2024

We believe in partnering with you to build the future YOU envision. Our 5-step process helps us create a tailored strategy unique to your financial goals. Learn more about these steps, and then let's meet to start planning your path forward.

Make a plan for your future

Wondering whether opening an individual retirement account is the right option? Check out our answers to these common IR...
05/18/2024

Wondering whether opening an individual retirement account is the right option? Check out our answers to these common IRA questions to gain some clarity. I'm happy to schedule time after to discuss how opening an IRA might help you meet YOUR unique financial goals.

Answers to your commonly asked questions about individual retirement accounts (IRAs).www.edwardjones.com/us-en

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’...
05/12/2024

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’s Day!

Address

6041 S. Sunbury Road
Westerville, OH
43081

Opening Hours

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8am - 5pm

Telephone

+16147940806

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