Edward Jones - Financial Advisor: Susan Butler

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Edward Jones - Financial Advisor: Susan Butler I am committed to understanding you and what's important to you. I will use an established process

Through a partnership, I hope to develop a mutual relationship focused on your goals. We will use an established process to build personalized strategies to help you reach them. We can plan for your children and even your grandchildren's education. We will plan for your future retirement and anything unexpected that may come. We will focus on Estate considerations & inheritance all based on your timeline and expectations. We will partner throughout your life to keep you on track.

​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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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.

10/20/2026

I think sometimes we expect progress to look like a straight line. We decide where we want to go, make a plan and start moving toward it. Then life happens.

Something changes. A new responsibility appears. An opportunity comes along. Something that mattered before matters less—or something we never expected suddenly matters a lot more.

Changing direction doesn’t necessarily mean the original plan was wrong. Sometimes it just means we learned something along the way.

The question may not be, “Am I still following the original plan?”

It may be, “Am I still moving toward what matters to me?”

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/19/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/47vGS59

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/16/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/15/2026

We talk a lot about financial goals.

Retirement. Paying off the house. Helping the kids. Traveling. Leaving something behind.

But underneath those goals is something I think is even more interesting: Why does that matter to you?

Two people can have the exact same financial goal for completely different reasons.
And understanding the reason can make a difference when life forces us to choose between competing priorities.

Sometimes knowing what you want isn’t quite enough. It helps to know why you want it.

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the...
10/14/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Address

4721 S Cliff Avenue
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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