Edward Jones-Financial Advisor: Tricia Marteney

Edward Jones-Financial Advisor: Tricia Marteney In 2019, I was at a crossroads in my career. He said my skills and passion would translate well to developing financial strategies.

I had been with the same company for almost 25 years, but with every promotion, I kept drifting further from what I enjoyed doing most: helping my team reach their career goals. When I spoke with my Edward Jones financial advisor about this issue, he suggested that I explore joining Edward Jones. I’m so grateful for his suggestion because every day, I get to do what I love: helping people live bet

ter lives. Personal finances can be intimidating. I work to make them more understandable and accessible. Taking a holistic approach, I help clients put purpose behind their investments. Together, we organize, grow, protect and transfer their wealth. Due to my own life experiences, I bring a unique understanding when clients are faced with any of the following:

• Chronic Illness: I was diagnosed with breast cancer in 2015. That diagnosis changed the way I live my life. It also forced me to evaluate my finances and plan for unexpected expenses that are part of an unexpected diagnosis.
• Divorce: Each stage of a divorce requires a different focus. I understand the importance of having a trusted financial advisor who helps logically guide you through an emotional time.
• Career Transition/Change: It’s not always known when a job loss might occur. I can help you build financial strategies to withstand career changes, planned or unplanned.
• Aging Parents: As my parents age, I’ve experienced how the parent/child relationship changes. I approach discussions with compassion and empathy, offering assistance without making people feel as if they are losing their independence. I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let’s chat.

​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
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Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4gBJH8X

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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

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When your everyday spending and long-term goals are viewed together, it can be easier to make decisions along the way, while keeping your path clearly in view.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

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The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
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The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

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Join a culture built for comprehensive, planning‑led advice—backed by resources that help you deliver the full picture. If that’s how you work, let’s connect.

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With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

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