As an Edward Jones financial advisor, I partner with entrepreneurs and the owners of small and mid-sized businesses, as well as retired and retiring corporate executives, medical professionals, attorneys and CPAs, to help them achieve their financial goals. A divorce, receiving a major inheritance or being widowed and facing investment management for the first time also provide opportunities for my staff and me to demonstrate our sincere care and concern.
I began my Edward Jones career in 1999 in Germantown, TN. In 2014, I transferred my practice to downtown Corinth, MS.
I hold an MS in management and my MBA in finance from Christian Brothers University. In addition, I earned the CFP® professional designation in 2007.
I am a member of the Corinth Rotary Club and serve the Corinth Alliance (our chamber of commerce) as a board member. I also serve our community on the boards of United Way and the New Beginnings adoption agency in Tupelo. My wife, Kelli, is the vice president of planning and research at Northeast Mississippi Community College. We enjoy travel, a variety of outdoor sports and, most of all, spending time with our new grandson.
Senior branch office administrator Kim Hopkins has many years of financial services experience and is a native of the Corinth area. Our newest team member, Jennifer Burns, has been a part of the Corinth community for more than 20 years and has several years of banking experience. Both Kim and Jennifer are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them.
We want to understand what is important to you. We use an established process that allows us to build personalized strategies to help you reach your financial goals, and we will partner together throughout your life to keep you on track.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Aviation
- Golfing
- Outdoor Enthusiast
- History and Museums
- Hiking
Office Information
Office Address
413 Cruise StreetCorinth, MS 38834 opens in a new window
Phone Number
Steven D Hefner at (662) 287-4471Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | Closed |
Sun | Closed |
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Branch Team
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