A native of Denham Springs, I've been serving Edward Jones clients since 2009. As a financial advisor at Edward Jones, I invest my time in understanding what you’re working toward before you invest your money. I believe honest and open communication is essential, and I'll take the time to help you make sense of investing and explain the investment world in terms you understand.
My established process focuses on building a financial strategy that is tailored, responsive to change and reviewed regularly to help you stay on track. I make sure I understand your risk tolerance and that it’s aligned with your current strategy. I am a partner to you and your family, and I'm here to help you navigate changes and life transitions with confidence. I'm here to help you keep your emotions in check during market volatility and uncertain times. My approach includes working with other key members of your team, such as your CPA or attorney, as needed.
I work with a select group of families and individuals to assist them with the organization, accumulation, protection and transferal of their wealth. My clients are long-term investors who value our relationship and are willing to follow through on my advice. My clients include retirees, pre-retirees and business professionals.
My Branch Office Administrator, Ashton Cockerham, and I work hard every day to provide the most ideal experience for our clients. I am happy to say that our business is so much more than just a job, it’s a chance for us to support our clients in making sound financial decisions for their future and thereby make a real difference in their financial lives.
Our office is located at 30789 LA Hwy-16, Suite D1, Denham Springs, LA 70726. Give us a call at 225-667-2247. We look forward to hearing from you.
Don’t forget to connect with us on LinkedIn and Facebook:
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- College Savings
- Charitable Giving
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Health & Nutrition
- Community Outreach
- Personal Fitness
Office Address30789 La Hwy 16 Ste D 1
Denham Springs, LA 70726
Mailing AddressP O Box 385
Watson, LA 70786
Phone NumberHeather F Rosenthal at (225) 667-2247
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