Author Archives: Edward Jones

Financial Advisor Jonathan Mintle of Edward Jones Receives CERTIFIED FINANCIAL PLANNER™ Certification

BUENA VISTA, Colo., Dec. 16, 2024 (SEND2PRESS NEWSWIRE) — Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Image caption: Edward Jones financial services.

Becoming a CFP® professional expands a financial advisor’s knowledge base in the following areas:

Financial management
Tax-sensitive investment strategies
Retirement savings
Insurance planning
Education planning
Estate considerations

In addition to the education and examination components of certification, Mintle also has committed to abiding by the CFP® Board’s Code of Ethics and Standards of Conduct.

Learn more about Jonathan Mintle: https://www.edwardjones.com/us-en/financial-advisor/jon-mintle

Edward Jones is a leading North American financial services firm with 20,000 financial advisors as of Nov. 4, 2024. The firm serves more than 8 million clients with a total of $2.2 trillion in client assets under care as of Sept. 27, 2024. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

NEWS SOURCE: Edward Jones

This press release was issued on behalf of the news source (Edward Jones), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/financial-advisor-jonathan-mintle-of-edward-jones-receives-certified-financial-planner-certification/

Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Becoming a CFP® professional expands a financial advisor's knowledge base in the following areas:

* Financial management

* Tax−sensitive investment strategies

* Retirement savings

* Insurance planning

* Education planning

* Estate considerations

In addition to the education and examination components of certification, Eckhardt also has committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

Eckhardt completed his professional program at The American College of Financial Services ( https://www.theamericancollege.edu/ ).

Keith Eckhardt's office is located at 2950 Professional Place, Ste 205, Colorado Springs, Colorado 80904−8106.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of September 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.

The CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the U.S.

MEDIA CONTACT:

Keith Eckhardt

719−578-5833

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Related link: https://www.edwardjones.com/

Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.

CPWA® designation study topics focus on the needs of high−net−worth individuals and include:

* Wealth Strategies: Tax−sensitive investment strategies, portfolio management, risk and asset management

* Legacy strategies: Estate considerations, wealth transfer, charitable giving and endowments

* Human dynamics: Ethics, applied behavioral finance and navigating family dynamics

* Client−specific needs: Business owners, executives and retirees

"At Edward Jones, we're committed to continuous learning as we serve our clients in achieving their financial goals," Wynne said. "I look forward to bringing this new knowledge into the work I do for clients as I continue to help them achieve financially the things that are most important to them."

Frank Wynne's office is located in Colorado at: 1832 Woodmoor Drive, Suite 200, Monument, CO 80132.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of June 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. https://www.edwardjones.com/. Member SIPC.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

More information:

https://www.edwardjones.com/us-en/financial-advisor/frank-wynne

https://www.linkedin.com/in/frankwynne1/

https://www.facebook.com/EJAdvisorFrankWynne/

Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.

Related link: https://www.edwardjones.com/

Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

"It's an incredible honor to be recognized for the work I do, work I truly enjoy," Eckhardt said. "When I'm able to help my clients set the stage financially to live their best lives, it is personally and professionally rewarding. I'm motivated to make a positive impact for my clients and in this community."

Eckhardt has been an Edward Jones financial advisor for 2 years.

The Soar to Success award was presented to Eckhardt at the Edward Jones regional meeting in Snowmass Village, CO.

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Keith Eckhardt and his branch team can be reached at 719−578−5833. The team includes Barbara Ball, Branch Office Administrator.

You may also visit Eckhardt's website at https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC.

RELATED LINKS:

https://www.visitcos.com/

https://www.edwardjones.com/us-en

Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

Related link: https://www.edwardjones.com/

Financial Advisor Mike Biehl Receives Edward Jones Spirit of Caring Award

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

Mike Biehl has demonstrated unyielding dedication to giving back, which has positively impacted his clients, colleagues and community. The award is given to only one financial advisor in each of the firm's 326 regions and is determined by a vote of his peers.

"Edward Jones is a partnership. That structure is not just financial, it's a philosophy," Biehl said. "We work together, help each other and all share in the rewards of working with long−term individual investors. That brings out the best in everyone. I am humbled to be this year's recipient of the Spirit of Caring Award."

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Mike Biehl and branch office administrator Rhonda can be reached at (719) 392−5781. You may also visit his website at https://www.edwardjones.com/mike-biehl

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC.

Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

Related link: https://www.edwardjones.com/

Keith Eckhardt receives two Edward Jones Awards for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

Each award is named for a cultural trait of the firm or for a firm leader or legend who, between 1922 and the 1980s, helped shape Edward Jones with the values of putting clients' needs first, treating others with respect and working in partnership.

The awards Eckhardt received are:

− Ted Jones Entrepreneurial Award (1,442 recipients firmwide)

− Edward Jones Sr Founders Achievement Award (1,497 recipients firmwide)

"Earning these awards is a real honor. As I partner with clients to make a meaningful difference in their lives, my relationships with them continue to grow. It's a personally and professionally rewarding experience, and I am grateful to those who put their trust in me," said Eckhardt. "The fact that each award was named after a firm legend makes them all the more meaningful."

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals. The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Learn more: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Keith Eckhardt's office is located at 2950 Professional Place, Ste 205, Colorado Springs, CO 80904.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC

MEDIA CONTACT:
Keith Eckhardt
719-578-5833
keith.eckhardt@edwardjones.com

Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

Related link: https://www.edwardjones.com/

Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado

PUEBLO, Colo. /ScoopCloud/ -- St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.

"Since Edward D Jones Sr. opened the doors of our firm 100 years ago, our focus has been helping people connect to their purpose and achieve things in their lives they might not have known were possible," said Edward Jones Managing Partner Penny Pennington, the sixth leader in the firm's history.

This year, as part of the milestone, Edward Jones associates have traveled throughout the country to select cities that have been significant to the firm's roots. Pueblo and Edward Jones have a long meaningful history together. The Firm opened its first office here in 1960 and today has six Edward Jones Financial Advisors helping clients reach their financial goals.

One of the early investments that Edward Jones made in the community was the telegraph wire. That wire connected Pueblo across 1500 miles of Midwestern states to their St. Louis, MO Headquarters. Not only was the wire instrumental for the advancement of serving clients, it was also an important tool for sharing timely information during critical events.

Pueblo's own Sangre de Cristo Arts and Conference Center hosted the firm's Corporate Centennial Celebration tour. The Arts Center has served as the arts and culture heartbeat in Pueblo and its surrounding communities for 50 years!

For the event, Pueblo's own Veteran Financial Advisor Jennifer Oliverio facilitated a discussion for an internal broadcast, with Chief Transformation and Human Resources Officer, Kristin Johnson, and Senior Partner, Doug Hill. The special guests in attendance were Edward Jones Managing Partner, Penny Pennington and General Partner Kevin Alm.

Hosts and special guests celebrated the long and impactful history together that Edward Jones and Pueblo have shared.

For more information, visit: https://www.edwardjones.com/us-en/financial-advisor/jennifer-oliverio

St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.

Related link: https://www.edwardjones.com/

Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Bill has said he is enthusiastic about taking over the branch office. "I joined this firm because I was impressed with its commitment to individual investors. Now I'm looking forward to meeting with the individuals here to help them meet their financial goals utilizing my 25 years of financial services industry experience."

Jessica Marcisz, who has served as branch office administrator since 2017, says, "I am very excited about working with Bill and Kas. Together we will provide investors with unparalleled personal service."

Branch Office Administrator Kas Bowser remains in the branch office and will continue to help serve the Colorado Springs community.

Bill and his team can be reached at 719−576−9657.

You may also visit their website at: https://www.edwardjones.com/bill-gorab

ABOUT EDWARD JONES:
Edward Jones, a FORTUNE 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones' purpose is to partner for a positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is https://www.edwardjones.com/ and its recruiting website is careers.edwardjones.com. Member SIPC.

Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Related link: https://www.edwardjones.com/

Financial Advisor Keith Eckhardt of Edward Jones Receives Certified Exit Planning Advisor® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

Study topics include various aspects of business and succession planning, including assessing business readiness and personal financial preparedness; engaging with the client team of CPAs, attorneys, and other professionals; integrating strategies into professional, personal, and financial goals; and building and preserving family wealth for future generations.

Learn more: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

His office is located at 1763 South 8th St, Ste 1, Colorado Springs, CO 80905.

Edward Jones, a FORTUNE 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones' purpose is to partner for a positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is https://www.edwardjones.com/ and its recruiting website is https://careers.edwardjones.com/. Member SIPC.

MEDIA CONTACT:
Keith Eckhardt
719-578-5833

RELATED LINKS:

https://exit-planning-institute.org/

https://www.visitcos.com/

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

Related link: https://www.edwardjones.com/

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the CRPS® designation.

Because of ever−increasing client demand for financial advisors who are knowledgeable in the administration of retirement plans for businesses and their employees, this advanced training is specifically designed to focus on design, installation, and maintenance of retirement plans.

Keith Eckhardt's office is located at 1763 South 8th St, Ste 1, Colorado Springs, Colorado 80905. The office phone is 719-578-5833.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

https://www.facebook.com/ejadvisorkeitheckhardt/

https://www.linkedin.com/in/keitheckhardt/

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Related link: https://www.edwardjones.com/

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo. /ScoopCloud/ -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses.

The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

For more information, visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

MEDIA CONTACT:

Jennifer Oliverio | 719-545-3564

Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Related link: https://www.edwardjones.com/

Financial Advisor Keith Eckhardt of Edward Jones Receives Accredited Asset Management Specialist® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

Eckhardt successfully completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the Denver−based College for Financial Planning. Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS® designation.

This advanced training offers investment professionals the hands−on information needed to provide comprehensive financial services. Study topics include understanding the asset management process and understanding asset allocation and strategies.

His office is located at Broadmarket Square, 1763 South 8th St, Ste 1, Colorado Springs, CO 80905.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.6 trillion in assets under care. Visit edwardjones.com or the recruiting website at careers. https://www.edwardjones.com/. Member SIPC.

CONTACT:
Keith Eckhardt, 719-578-5833

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

Related link: https://www.edwardjones.com/

Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

Eckhardt said he is enthusiastic about taking over the branch office. "I joined this firm because I was impressed with its commitment to individual investors," he said. "Now I'm looking forward to meeting with the individuals here to help them meet their financial goals." Eckhardt said he is looking forward to the challenges that lie ahead.

Eckhardt has four years of experience in the financial services industry.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.5 trillion in client assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

Learn more about at Keith Eckhardt: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

Related link: https://www.edwardjones.com/

Edward Jones Financial Advisor Keith Eckhardt Says Plan for the Expected – and the Unexpected

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

How can one plan for the expected?

"First, envision your retirement lifestyle," Eckhardt says. "Do you plan on traveling the world? Or will you stay close to home, volunteering and pursuing your hobbies? Perhaps you'll even work part−time in some capacity."

Once investors know what their retirement might look like, they can put a "price tag" on it, even if it's only an estimate, he adds.

"Try to contribute as much as possible to your retirement accounts, such as your 401(k) and your IRA," says Eckhardt. "Then, as you near retirement, you'll have to calculate how much you can withdraw from your portfolio each year without running out of money and determine if your spending habits are suitable for the amount of income you can count on from your retirement plans, Social Security and other sources."

The "unexpected" factors − those variables that will affect one's retirement costs and lifestyle − investors should consider include:

Inflation − Over time, even a relatively mild inflation rate can decrease one's purchasing power and erode the value of investments, particularly the fixed−income ones.

Market volatility − No one can really predict when the financial markets will move up or down, or how big these movements will be, but they will occur and could affect an unbalanced portfolio.

Health care − As one gets older, health care costs almost certainly rise, but the size of this increase is difficult to forecast.

Longevity − One doesn't know exactly how long he or she will live, but longevity will have a big impact on spending and investment decisions during retirement.

According to Eckhardt, investors can position their portfolios for the expected and unexpected by achieving balance, specifically balancing the needs for growth and income.

"During your working years, you may need to focus more on growth−oriented investments, within the context of your individual risk tolerance, your time horizon and your specific goals," Eckhardt said. "Even when you retire, you'll need growth potential in your portfolio to cope with inflation and rising health care costs."

Retirees also have to think a lot more about their spending decisions, Eckhardt, so they will need a certain percentage of their portfolio devoted to income−oriented vehicles.

"Your financial advisor can help you find the right balance in your investments, both before and during retirement," said Eckhardt. "And along the way, you'll likely need to adjust your portfolio in response to changes in your life. But if you keep the big picture in mind by planning for the expected while preparing for the unexpected, you can work toward achieving the retirement that you've envisioned and that you deserve."

Learn more: http://www.edwardjones.com/keith-eckhardt

ABOUT EDWARD JONES:

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.2 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.

Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

Related link: https://www.edwardjones.com/

Edward Jones Adds Financial Advisor Keith Eckhardt

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

"I am really looking forward to working with Mike," said Keith. "I'll have all the advantages of working with an experienced investment professional while getting to know local investors."

Biehl said, "I'm very impressed with Keith, and I'm sure my clients will be, too. Edward Jones prides itself on providing the best service possible to those investors who choose to do business with us. Keith will help provide the high level of service investors in Colorado Springs have come to expect from us as well as extend our services to new investors."

"I'm looking forward to working with Mike and meeting investors in this area. I've come to admire his professionalism, and I believe working with him will make me a better financial advisor," said Eckhardt.

Eckhardt has 4 years of experience in the financial services industry.

The branch office is located at 7 Widefield Blvd Colorado Springs, CO 80911. The telephone number is 719−392−5781.

Learn more at: https://www.edwardjones.com/keith-eckhardt

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.2 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.

Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

Related link: https://www.edwardjones.com/