At Edward Jones we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach that is tailored to your individual goals and provide exceptional service.
In 1996 I began my Edward Jones career and have served as a financial advisor since 2000, while becoming a limited partner that year as well.
One highlight of my career came in 2018, when I received the Ted Jones Spirit of Caring Award. My colleagues chose me for this award, which recognizes financial advisors who exemplify the values, culture and spirit of giving that is championed at Edward Jones.
I've served in many volunteer positions at Edward Jones, including regional client solutions leader, mentor and more. In 2019, I began serving as the Arkansas chair for the firm's Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill.
I attended Ouachita Baptist University and graduated magna cum laude in 1987 with a bachelor's degree in business. I spent a year at Seinan Gakuin University in Fukuoka, Japan as an international exchange student from 1984-1985.
I've been married to my husband, Steve, since 1987 and we have one son. We moved to Heber Springs in1993.
I'm past president of the Heber Springs Area Chamber of Commerce and Heber Springs Business & Professional Women. I served for nine years on the Cleburne County Community Foundation, including two years as chair. I joined the Rotary Club of Cleburne County in 2000. Our family has served at First Baptist Church- Heber Springs since 1994. I have been on the Civil Service Commission of Heber Springs since 2015.
My senior branch office administrator, Eileen Wilroy, has been with us since 2009. Donna McConnell joined our team in 2019 as a branch office administrator. Both branch partners are dedicated to providing you with the highest level of service. Please call them with questions about your statement or other general questions.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- College Savings
- Intergenerational Planning
Phone NumberTerry M Castleberry at (501) 362-7544
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