Edward Jones - Financial Advisor Marty Coward

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to evolve. Growth, ownership, and impact tend to matter more when you’re building something meant to last. If you’re reflecting on that path, a conversation can add clarity.

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

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.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy.

I focus on helping clients take a comprehensive view, so nothing is overlooked.

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

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Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

6 smart strategies for traveling in retirement (US|EN) With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

Developing healthy financial habits can create real momentum toward your long-term goals.

Small consistent steps today can make a meaningful difference over time.

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out or visit edwardjones.com/Carefull?utm_term=913998&utm_source=facebook&utm_medium=social_media&utm_content=3275190&c3nid=913998_facebook_3275190&c3ch=BranchSocialMedia&EID=MDAwMDAwMTU3MjE0Nw%3D%3D.

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

Solutions for your business and employees (US|EN) Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en