Nothing is more important to me than what's important to you.
I am excited to help people plan for their future and for retirement. I help clients plan for their long-term needs by helping them form a personalized strategy that meets their goals. Do you want to make sure you have enough to retire? Would you like to pay for college for the kids? How about help with a vacation home in the mountains or on the lake? I will help you create a strategy for those things and once it is in place, we will partner together to keep your strategy on track.
I have been a financial advisor in Malvern, Arkansas since 2014, but I have been with Edward Jones since 2007. I have served several roles, including a role in our headquarters in St. Louis where I helped train new financial advisors, and I am currently the culture of compliance leader for my region.
Before joining Edward Jones, I worked at local banks and for a law firm. I have always loved numbers and helping people, so this career has brought those two worlds together.
My branch office administrator, Traci Aydelotte, has been with the firm since 2007, as well. We have a unique dynamic as a two-female team. She handles all the administrative needs of the branch and works alongside me to ensure our clients are taken care of.
Outside of work, I enjoy travelling, painting, cooking, volunteering and listening to live music (and singing along), and I have recently added golf to my hobbies.
Investing can seem like Greek to most, and we are here to help our clients understand and feel comfortable. Personal relationships are the cornerstone to long-term planning.
We look forward to welcoming our clients to our Edward Jones family.
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
Office Address1600 River Creek Dr
Malvern, AR 72104 opens in a new window
Phone NumberHeather N Smith at (501) 337-0090
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
- Web Conferencing
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