portrait of Heather C D'Angelo

About Heather

As your dedicated Edward Jones branch team, Mary Haley and I believe it is so important to get to know what is truly important to you before creating a custom financial roadmap for you, your family and your business. We want to get to know you and what goals you are working toward, so we can partner together to help you stay on track towards achieving them. I work closely with your CPA, attorney and other professionals to craft the most effective, tax-conscious strategy for you and your goals.

As an AAMS™ and CRPS™ designee, I am dedicated to continuing...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans

Work History

  • Edward JonesJanuary 2016 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Univ of California-Los AngelesBachelor of Arts

Personal Interests

  • Traveling
  • Photography
  • Crafts
  • History and Museums
  • Real Estate

Team Members

  • Mary Haley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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