Edward Jones - Financial Advisor: Conor Williams

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 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.

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/495jZGX

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks down what’s behind recent market gains and explains how a disciplined, goal-focused approach can help position your portfolio for the future.

https://bit.ly/4u4S1DJ

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moves (US|EN) Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

Consolidate for a clear retirement picture (US|EN) You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

If you like free coffee, come distract me at Rise Up in Rehoboth today!

My family got together this weekend for our annual gingerbread house competition.

What used to be simple gingerbread house craftsmanship has evolved over the years to feats of engineering, creativity, and structural ingenuity. Over the course of eight hours each of the two teams transforms a standard gingerbread house into something magical.

This year’s contestants:
• Ants! (we promise there’s a gingerbread house in there somewhere)
• Wicked

Let me know which one you think deserves this year's honor!