Edward Jones - Financial Advisor: Stephen J. Williams

09/24/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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09/23/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

09/23/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4zbVEtR

09/20/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

09/18/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.

09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4AeTStf



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

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/17/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

09/16/2026

Offload the back office—compliance, tech, onboarding—without giving up the feeling of independence. Cleaner ops, clearer days, better client focus. Interested? Let’s talk.

09/15/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub