Edward Jones- Advisor: Heather Daum

09/08/2026

It’s my favorite time of the year — time to recognize some incredible student-athletes! 🏆

One of the things I’m most proud to do each year is recognize athletes who stand out for more than just their performance in their sport. These students lead through their character, discipline, leadership, work ethic, and dedication to academics. They understand that being a great athlete is about so much more than what happens on the field or court.

I’m excited to kick off this year’s senior student-athlete recognitions with Logan Garrett!

“STUDENT-ATHLETE”

Congratulations to senior Logan Garrett on being named the Edward Jones Heather Daum student-athlete of the month! Logan carries a 4.71 GPA and is a multi-sport athlete for the Bucs!

09/01/2026

Have you ever gotten your statements and didn’t understand what you were seeing?

This Thursday, let us break it down for you! ☕️🍩

08/26/2026

Another successful Social Security Workshop🎉

We are so grateful to once again have one of the best of the best presenting and sharing her expertise with our community. We are incredibly fortunate to learn from one of only three registered Social Security experts in the state of Ohio, helping educate and inform us so we can make more confident decisions about our future.

📅 Next workshop: October 19th!

This time, we’ll be focusing on Medicare—what you need to know, important considerations, and how to prepare before making your choices during Open Enrollment.

Don’t wait until it’s time to make a decision to start learning your options. Come learn, ask questions, and feel more prepared for what’s ahead!

08/20/2026

Proud to be a part of this amazing organization. ✝️

Reaching Souls International is a Christian based organization that works to provides funds for missionaries. They provide local missionaries with financial support, leadership training, resources, and accountability. Their stated mission is essentially to reach as many people for Christ as possible, as efficiently and quickly as possible. Every dollar donated goes towards spreading the gospel to others!

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.

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/462kIGP

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.

08/07/2026

Are you or a loved one nearing social security age and wanting to learn more about your options, JOIN US!👌🏼

07/29/2026

👏🏻Record high markets are attractive, of course! However, did you know that the most successful investors are those putting their cash to work during the down markets.

📈 Consistently buying through the ups and more importantly, the down markets, is the real key to long-term wealth . 👏🏻Discipline creates wealth.

✨STAY CONSISTENT✨
✨PATIENCE TODAY, PAYS OFF TOMORROW ✨

07/22/2026

✨Teachers. Firefighters. Pension Holders✨

Know your options before making a choice. Knowing there’s more options than just taking a monthly amount is crucial. How can you retire comfortably without being limited to a set amount with no raises to keep up with inflation? Let me show you!