EDWARD JONES

Edward Jones is a prominent financial institution that offers a wide range of corporate capabilities. With a focus on individual investors, the company provides comprehensive investment advisory services, personalized financial planning, and wealth management solutions. Edward Jones boasts a network of highly skilled financial advisors who collaborate closely with clients to understand their unique goals and develop tailored strategies. The firm's capabilities encompass retirement planning, education funding, estate and legacy planning, as well as investment options including stocks, bonds, mutual funds, and insurance products. Guided by a commitment to long-term relationships and exceptional client service, Edward Jones strives to empower individuals, families, and businesses to achieve their financial objectives and secure a prosperous future.

For more information on Edward Jones visit: https://www.edwardjones.com/

LISA CAIN

Lisa Cain is an experienced financial advisor with over 19 years of industry expertise, having joined Edward Jones in 2012. With a commitment to providing exceptional service, Lisa earned the Chartered Retirement Planning Counselor (CRPC®) designation to enhance her ability to meet the diverse needs of her clients. Through a meticulous process, she develops personalized financial strategies that align with each client's unique goals, always emphasizing the importance of even the smallest details in achieving significant outcomes. Lisa maintains regular communication with her clients, ensuring they stay on track and making necessary adjustments as they progress through different life stages. To offer comprehensive service, she collaborates with her clients' CPAs and attorneys, respecting the confidentiality of their information. Lisa takes pride in serving a diverse clientele, including individuals and families seeking wealth growth, education savings, retirement planning, and intergenerational wealth transfer. She also assists small business owners in developing strategies for business succession, asset growth, and tax reduction. Lisa values building meaningful relationships with her clients, considering many of them as family, and finds joy in helping them achieve their envisioned financial lives. Beyond her work at Edward Jones, she volunteers with local dog rescue organizations and enjoys gardening and painting in her leisure time.

For more information on Lisa Cain and her service offerings visit: https://www.edwardjones.com/us-en/financial-advisor/lisa-cain

THOMAS NEWBROUGH

Thomas Newbrough is a dedicated financial advisor at Edward Jones, serving since 2015. He takes immense satisfaction in assisting individuals, couples, and families in achieving financial independence, allowing them to spend more quality time with loved ones, find purpose in retirement, and embrace a fulfilling life. Thomas follows a well-established process to create personalized financial strategies that align with his clients' unique goals. By actively listening and understanding their priorities, he constructs measurable objectives tailored to their specific circumstances. Thomas maintains regular communication with his clients, ensuring they are informed of important developments and stay on track. When necessary, he collaborates with trusted professionals, such as CPAs and attorneys, while prioritizing client confidentiality. Alongside his dedicated Sr. Branch Office Administrator, Emily Miller, Thomas is passionate about client service and empowering clients with knowledge and informed decision-making. He serves the community as the president of the Lewis County Chamber of Commerce, a member of The Weston Rotary Club and Lewis County First, and has been recognized as Rotarian of the Year in 2014 and 2017. In his leisure time, Thomas enjoys hunting, fishing, hiking, and appreciating the natural beauty of West Virginia. He also nurtures his creative side through cooking and exploring oil painting. For those seeking guidance on their financial standing, savings concerns, or a second opinion, Thomas encourages reaching out for life-changing benefits and assures clients of his unwavering support.

For more information on Thomas Newbrough and his service offerings visit: https://www.edwardjones.com/us-en/financial-advisor/thomas-newbrough