Bill Gass - Financial Advisor
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Throughout my life, helping others has been an integral part of who I am.
As a financial advisor, I know that protecting wealth is just as important as growing it.
And with scams and fraud on the rise, protecting your financial life is more important than ever.
That’s why I’m excited to announce that Edward Jones has a new relationship with Carefull, a financial safety service, now available at no cost to U.S. clients. This proactive tool monitors financial activity, flags unusual behavior and helps prevent fraud before it escalates. Plus, it allows you to share coverage with a loved one. It’s one more way Edward Jones is committed to helping you protect what matters most.
If you’d like help getting started or want to learn whether it’s a fit for you, let’s connect.
Learn more here: edwardjones.com/Carefull?utm_term=1297959&utm_source=facebook&utm_medium=social_media&utm_content=3268243&c3nid=1297959_facebook_3268243&c3ch=BranchSocialMedia&EID=MDAwMDAwMTk1NDc5NA%3D%3D
07/02/2026
The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and check out these five moves to help you cope with market volatility.
5 moves to help you cope with market volatility When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.
07/01/2026
Unlock your Financial Freedom with lessons designed to help your holistic financial health.
Healthy Financial Habits Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI
06/30/2026
Feeling the sting of higher prices as inflation spikes again? Then, come on down! Senior Economist of Investment Strategy James McCann discusses the rising prices and what they might mean for American households.
Market news is everywhere — but what does it all mean for you? Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...
Recent market headlines are reinforcing three key drivers we're watching this summer. Senior Global Strategist Angelo Kourkafas covers what it might mean for investors.
Watch the full version: https://bit.ly/4vId4gi
06/25/2026
Do you know what your credit score is and how it’s calculated? We can walk you through it
Credit Scores and Reports Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI
06/24/2026
We believe in building strong professional relationships by offering our firm's insights and resources to help support the success of our valued partners. Learn more about our e-brochures, the Connection Journal and other educational materials that we provide to tax and legal professionals.
Publications for tax and legal professionals Check out our quarterly journals and educational materials for legal and tax professionals.
06/23/2026
One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.
Social Security and Retirement Determining when to claim Social Security benefits can be a key factor in your retirement plan. Learn about how Social Security benefits work and factors to consider when making your claiming decision.
06/22/2026
Every great team knows that one match doesn't define the tournament—it's about consistency and staying in the race. Your financial goals work the same way. Whether markets are up or down, having a partner that will help you stay committed is key. Let’s connect!
06/18/2026
Some of a work bonus can go toward what you want now, and some of it can help move your future forward. When your full financial picture is visible in one place, it becomes easier to choose.
Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.
Learn more: https://bit.ly/4oL5QFt
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Address
941 Gateway Commons Circle, Suite 113
Wake Forest, NC
27587
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 4pm |
