
Betsy R Herzog
Knoxville, TN 37934 opens in a new window call Betsy R Herzog at (865) 671-3463 call Betsy R Herzog at Call Me Email Me
I have been serving clients with Edward Jones since February 2012, in both administrative and financial advisor capacities. Continuous learning is important to me. I earned the CRPC® and AAMS® professional designations.
This additional knowledge is valuable when identifying client needs. Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I listen closely to my clients to understand their needs and values and to identify their intentions. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with your CPAs and attorneys, always keeping client information confidential.
I am proud to serve a wide variety of clients, whose goals range from growing wealth to saving for higher education expenses, to planning and living a successful retirement. I have a special focus on the needs of female investors who may be experiencing a life event due to a divorce, inheritance or death of a loved one. Suddenly faced with financial decisions, I guide them through their life transition during a sensitive time.
I am a dedicated and trusted financial partner. I love helping others and partnering with my clients to help keep them on track. My clients value my viewpoint and judgment. I enjoy the challenge of using my skills and the industry-leading support of Edward Jones to make a difference in my clients' lives.
Outside of my role with Edward Jones, I am living my best life with my husband, Steve. I enjoy gardening, yoga, spending time outdoors and entertaining family and friends with good food and conversation.
Focus areas
- New Investors
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Divorce Finances
- Portfolio Reviews
Focus Areas
- New Investors
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Divorce Finances
- Portfolio Reviews
My Personal Interests
- Gardening
- Yoga
- Cooking
- Antiquing
- Traveling
Personal Interests
- Gardening
- Yoga
- Cooking
- Antiquing
- Traveling
Office Information
Phone Number
Betsy R Herzog at (865) 671-3463Branch Team
- Heather Mayfield
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Heather Mayfield
- Sr. Branch Office Administrator
Branch Team
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