Retirement can be a complex life transition, often accompanied by many questions and important decisions, especially for solo agers navigating alone. 

Cailyn is here to help you navigate the changes and complexities that come with this new chapter. With a long-term focus on areas such as legacy and estate planning, Cailyn provides thoughtful guidance and support to help you pursue your goals and make the most of the retirement you’ve worked so hard to achieve.

Cailyn’s Focus Areas:

• Retirement Income Strategies
• Navigating Loss of Spouse
• Wealth Strategies
• Charitable Giving
• Estate & Legacy Strategies

Meet with Cailyn to review your current financial planning and chart a course toward financial growth and stability.

Top Ranking Reflects Edward Jones’s Firmwide Commitment to Client Experience

KEY FACTS AT A GLANCE

• Ranking: #1 among 23 advice-based wealth management firms (J.D. Power 2026 U.S. Investor Satisfaction Study℠)
• Overall Score: 754 out of 1,000 points — significantly above the advised-industry average of 725
• Best-in-Class Dimensions: Trust, People, Products Meeting Client Needs, and Ease of Doing Business (4 of 7 evaluated)
• Historic Context: First time Edward Jones has earned the #1 ranking since 2021
• Study Scope: Based on 7,982 advised and 4,335 DIY investor responses; fielded January 2025 through January 2026
• Firm Scale: 20,000+ financial advisors | 9 million+ clients | $2.5 trillion in assets under care (as of December 31, 2025)
• Footprint: ~55,000 associates | branches in 68% of U.S. counties and all Canadian provinces
• Published: March 2026 | Source: J.D. Power

Learn more about Edward Jones here.