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portrait of Heather Benz
FINANCIAL ADVISOR

Heather Benz

AAMS™
251 North Ave W Suite 301, Westfield, NJ 07090opens in a new window
Accepting New Clients
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About Heather

Examining your personal finances can feel overwhelming: How much do I need for retirement? Do I have enough life insurance coverage? If you are asking yourself these questions, you are not alone. When deciding on a financial advisor, it is important to choose someone with a wealth of practical knowledge, personal experience and a passion for helping others.

As an Edward Jones financial advisor, I put my clients' interests first. I believe it is important to invest my time in understanding your situation and your financial goals before you invest your money. Put simply, I want to know what is...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Rutgers Univ-Coll of New BrunsBachelor of Science

Personal Interests

  • Running
  • Health & Nutrition
  • Spending Time with Family
  • Tennis
  • Cooking

Team Members

  • Gabriel Eriksson
    Associate Financial Advisor
  • Kim Navarro
    Branch Office Administrator
  • Nicole Sinnott
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(908) 928-7353

Fax

(833) 211-9379

Office Address

251 North Ave W Suite 301
Westfield, NJ 07090opens in a new window

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