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Bonnie Helvey, Financial Advisor

FINANCIAL ADVISOR
Bonnie J Helvey

AAMS™
234 First Avenue Northwest, Ephrata, WA 98823opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Savings Strategies

About Bonnie

Welcome to Edward Jones. As an Edward Jones financial advisor, I believe that it's important to invest my time in understanding what you're working toward before you invest your time and money. I believe that investments should be tailored to your needs, whether those goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance for your loved ones.

In 1999, I began my Edward Jones career as a financial advisor in Wenatchee, having left another firm that I started with in 1982. I passed the Series 7 and 63 exams...

Work History

  • Edward JonesJanuary 1999 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Kinman Business UnivCertificate

Personal Interests

  • Animal Rescue
  • Active Lifestyle
  • Antiquing
  • Baking
  • Outdoor Enthusiast

Team Members

  • Dawn Bennett
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 01:00PM
Sat Closed
Sun Closed

Phone

(509) 754-4370

Fax

(888) 320-5663

Office Address

234 First Avenue Northwest
Ephrata, WA 98823opens in a new window

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