As a third generation advisor, I work hard to understand what's most important to you and your family. We use an established process to build personalized strategies to help you achieve your goals.
We are often introduced to folks as they approach retirement, change careers, sell a significant asset or receive an inheritance. We help you to successfully prepare for and navigate these transitions.
When I am working with you and your family, I strive to:
• Communicate proactively
• Identify and help mitigate risks to your strategy
• Coordinate and monitor your various investments
• Navigate market cycles to help you stay on track
• Review and update your strategy as your situation changes
I joined Edward Jones as a financial advisor in 2006 and became a limited partner in 2010. My background in sales and marketing gives me an understanding of the needs of busy executives, including deferred compensation, stock options and company stock.
I earned my CERTIFIED FINANCIAL PLANNER™ certification in 2014 so that I can assist with more complex client needs. I collaborate with your tax and legal professionals to formulate tax-efficient investment, income and estate strategies.
Originally from Maryland, I have called Georgia home since 2000. My husband, Steve, is a frugal engineer who has taught me to work well with analytical investors. We spend our free time reading, exploring and traveling. Locally, we support North Fulton Community Charities, Girl Scouts and the Alzheimer's Association.
Running a successful multi-state practice is not a one-woman job, it takes a team. Kim Dore and Nancy Girard bring a high level of enthusiasm and technical proficiency to every relationship we build.
I invite you to contact us if you're looking for a team you can trust to help you simplify your financial life, reach your goals and enjoy your money now and in the future.
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Divorce Finances
- Employee Stock Options
- Charitable Giving
My Personal Interests
- Scuba Diving
- Spending Time with Family
Phone NumberJennifer S Heal at (770) 998-1572
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