Edward Jones - Financial Advisor: Susan Butler

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Edward Jones - Financial Advisor: Susan Butler I take the time to understand what matters most to you. Before we talk about money, let's talk about you.

Together, we develop a personalized financial strategy focused on your goals, your priorities, and the future you want to build. I believe good financial advice begins with understanding the bigger picture - your family, your goals, your responsibilities and what matters most to you. My work brings together financial planning, wealth management and relationships. Whether you're preparing for retirement, managing the wealth you've built or navigating life's changes, I help you understand your options and make thoughtful financial decisions. I've been with Edward Jones since 2013, and what I value most are the relationships I've built with my clients and their families. Because your financial plan should be about more than your money. It should be about the life you want that money to support.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4kqDXSU

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
10/30/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/27/2026

One of the things I find most interesting about financial decisions is that the numbers rarely tell the whole story. Two people can have similar incomes, similar savings and even similar goals—and still make very different decisions.

Because there are people attached to those decisions.

Responsibilities. Experiences. Values. Things we hope to accomplish and things we’re afraid of losing. That’s why understanding someone’s financial picture starts with more than asking what they have.

I think it starts with understanding what matters to them and what they're trying to accomplish.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4BuphbB


A summary of last week's market highlights and economic news.

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/23/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/22/2026

There’s an interesting difference between changing your mind and losing your direction.

We change our minds all the time as we learn more, experience more and move through different seasons of life. What we wanted at 30 may not be what we want at 50.

What our family needed five years ago may not be what it needs today. That doesn’t necessarily mean we’re starting over. Sometimes we’re simply adjusting the route.

Knowing what matters to you gives you something to navigate by—even when the path changes.

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

Address

4911 S Arrowhead Drive, Suite 315
Independence, MO
64055

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3:30pm

Telephone

+18163735808

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