Heidi L Morris-Mosbacher

My goal as your financial advisor is to provide concierge level service coupled with smart tax, wealth and legacy strategies. I am passionate about helping you achieve your definition of financial success and grateful to work in true partnership with you. Complex tax and estate situations often arise with our families, and I enjoy being a valuable member of their professional team, working together with their attorney, CPA and other professionals.

A St. Louis native, I graduated from Washington University in St. Louis with honors and also attended The London School of Economics. Prior to establishing my practice at Edward Jones, I worked as a fixed-income trader at the institutional money manager, Payden & Rygel, in Los Angeles, CA. This experience gave me a deep understanding behind the mechanics of structured products and portfolio management decisions.

When I transitioned into financial advising in 2011, I set out to build a practice based on integrity, competency, a high level of customized service and personalized advice. In order to better serve the families I work with, I earned the AAMS™ designation in 2014 and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2017. In 2018, I was invited to be a partner at Edward Jones.

As my practice has grown, I have partnered with other financial advisors to assist me in providing our families with the client experience they deserve.

My Senior Branch Office Administrator, Tracy Imm, has been with Edward Jones since 2008 and is an integral part of my team. Tracy has qualified for the Edward Jones Branch Team Support Conference, a conference designed to recognize branch team support members from some of the firm's most successful offices. Since only 400 teams are invited, it's an incredible honor. We know this recognition is the result of the trust our families have placed in us as we work together to help them reach their goals.

On a personal note, I enjoy spending my free time with my husband, J.T., and our three children. We love trying new restaurants, going to theaters to see shows and being active outdoors.