What drew me to a career with Edward Jones was the company culture: created and implemented daily, with both clients and their employees. The culture was evident from the day I had my initial interview. Edward Jones is truly a people-centered firm. In my opinion, the amount of personalized care and attention given to each client is unsurpassed in this industry. Over the years, I've worked for one of the world's largest mutual fund companies, several local third-party pension administration companies and a private investment company. I have also owned and operated 11 different small businesses. It's safe to say, I have seen the good, the bad and the ugly. Given my past experience, I know that Edward Jones is the right firm for me. This company has provided me the tools and support I need to make a positive impact in the lives of my clients.
As a financial advisor, it's crucial I invest my time in getting to know you, understanding what's most important to, and what it is that you are working toward and why; before I invest your money. It's equally important for me to understand your comfort in taking risk when investing so that we can balance it with taking the necessary steps to reach your long-term goals.
I love what I do. I feel incredibly blessed to wake up every day and meet and work with such incredible people. My branch office administrator, Cheryl Ciraulo, and I strive to provide an incredible client experience. It's an honor and a pleasure to live in and serve East Sacramento, the greater Sacramento area and beyond.
I've always felt that if you do right by others, success will follow: always be kind, treat people with respect, be attentive to the needs of others and show people you truly care by always putting their interests first.
We'll use an established process to help you build personal strategies to reach your goals. Getting started is simple: Let's start the conversation at 916-457-3121.
I look forward to helping you achieve your goals.
My Personal Interests
- Personal Fitness
- Outdoor Enthusiast
Phone NumberHeather Story at (916) 457-3121
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