portrait of John R Heeter

About John

As your financial advisor, I believe it is important to learn about you and your financials goals. With that knowledge, together we can utilize an established process to develop an investment strategy tailored to help meet your unique needs.

I grew up in a small western Pennsylvania town, where I spent much of my time working at a local hardware store. This experience taught me about hard work and the value of a dollar. I was also exposed to the stock market and value of long-term, disciplined investing at a young age.

After graduating from high school, I attended the...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Military Professionals & Veterans

Work History

  • Edward JonesJanuary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • US Naval AcademyBachelor of Science

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