I have served clients with Edward Jones since 1999. Individuals, families and business owners rely on me to guide them through determining their goals, formulating plans and investment strategies to help them achieve those goals, and executing disciplined investment strategies.
I am committed to understanding my clients' needs, motivations and values. An established process helps my clients identify, establish and achieve their goals through comprehensive, uniquely- tailored financial strategies. My clients and I partner for life, knowing that needs and goals may change. I can also collaborate with my clients' CPAs and attorneys to make sure we are all aligned to meet our client's needs.
Doing what is best for my clients and serving them with loyalty, care and consideration is always first and foremost for my team which includes branch office administrators Susan Burns and Rita Melotti.
In addition to my financial advisor role with Edward Jones, I have been a limited partner with the firm since 2007. I also am the WINGS (Women's Inclusion and New Growth Strategies) leader for the state of Michigan. This role allows me to feed my passion for promoting, hiring and supporting other women in the financial advisor role. It is such a rewarding career for me as a woman, wife and mother that I'd like others to have the same opportunity.
My personal life revolves around my family. My husband, Yancy, is also a financial advisor with Edward Jones and we are very focused on raising our two children to be healthy, productive and caring members of society. We enjoy spending time together and supporting them in their sports and dance.
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Community Outreach
- Health & Nutrition
- Fine Dining
- Sports Enthusiast
Phone NumberHeather Boivin at (231) 933-5263
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
- Web Conferencing
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