I was born and raised on the small-town values of Nacogdoches and am blessed to now be able to give back to a community that has given me so much. I am the person that I am today due to values such as:
-Understanding the value of a hard day's work
-The importance of respectful honesty
-Taking your time to do it right the first time
-Treat everyone with respect
-Always stay true to yourself
With over 16 years' experience as a financial advisor, my role is to help you see the unseen, partner with you to create a strategy to the best of our ability, coach through the execution of that strategy, set proper expectations of the risks and benefits, and remain calm in unexpected situations – whether in life's challenges or in the financial markets.
I began my career with Edward Jones in 2005 and was named a limited partner in 2018. I earned the CFP® designation in 2011 and the AAMS® designation in 2009.
My husband, Bill, and I have four children: Tanner, Jayce, Emerson and Nash. I serve as vice president of the Board of Trustees for Douglass ISD and as a member of the Nacogdoches Chamber of Commerce. I was previously a member of the board of the Nacogdoches High School Alumni Association for 10 years and was recognized as a Distinguished Alumni in 2019.
Choosing the right financial advisor can be overwhelming. It is important look for a good fit; the person who shares your values and is committed to seeing your strategy through with you – that’s your financial advisor. While some financial advisors will work with anyone to grow their practices to be as large as possible, our office focuses on remaining small to ensure a consistent experience. Rather than trying to be something for everyone, we prefer to focus on those that will find the most value in the service we provide.
If you would like to interview us to see if we are a good fit; RaeLynn will be happy to book a complimentary welcome call for us to discuss how we can help. We look forward to serving you.
- Intergenerational Planning
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Divorce Finances
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberHeather E Harris at (936) 559-5672
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