Professionally, I'm a financial advisor with more than 34 years of investment experience. I serve an intentionally limited number of carefully selected clients. I serve them by providing comprehensive investment services, a focus on risk, active portfolio management services, cash-management services, help with budgeting, and guidance for planning for unexpected events in your life.
At our practice, we’re focused on you. The firm has thousands of subject-matter experts and advanced technology solutions supporting our office so that we can help you reach your long-term financial goals.
I became a limited partner with Edward Jones in 1994, became a regional leader in 2007, responsible for 71 financial advisors in Northwest Ohio and extreme lower Michigan, and was named a principal with the firm in 2009.
I am an active member of our community, serving as a trustee on the board of Toledo Children's Hospital. Previously, I served on the board of trustees at Flower Hospital in Sylvania as a member of the Sylvania Community Improvement Corporation, as well as the Sylvania Chamber of Commerce.
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- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Charitable Giving
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Real Estate
- Sports Enthusiast
Phone NumberBob Heisler at (419) 841-1700
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