Edward Jones - Financial Advisor: Rodney Alexander

Legacy is about more than money—it’s about values, intentions and impact. I work with clients to help make wealth transfer simple for the people and causes they care about.

Let’s start the conversation.

If you're a business owner, your financial strategy should support both your business and personal goals. The right retirement plan can help you save on taxes while building long-term value for you and your business.

I can help you explore options that work for both you and your team.

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

Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong earnings and periodic bouts of volatility continue to shape market leadership and sentiment.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and portfolio positioning for the second half of the year in our Weekly Market Wrap.

https://bit.ly/4ykxuxt

When it comes to wealth transfer, communication is key. Having conversations now can help avoid confusion later—and ensure your wishes are honored.

If you aren’t sure where to start, I’d be happy to guide you

Financial confidence doesn't happen overnight — it's built with the right support and a clear plan. If you've been meaning to revisit your financial goals, this is a great time to start.

I'm here to help.

As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and market outlook: the health of the labor market, the path of oil prices and gas prices at the pump, and the direction of interest rates set by the Federal Reserve.

Our Principal, Head of Investment Strategy Mona Mahajan breaks down these key variables and what they might mean for investors overall: https://bit.ly/3QRK4n3

How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fundamentals and explores what they might mean for portfolios in our latest Weekly Market Wrap: https://bit.ly/4vIpDbi

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

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

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4f1aRWb

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

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