portrait of Heather N Smith

About Heather

Nothing is more important to me than what's important to you.

I am excited to help people plan for their future and for retirement. I help clients plan for their long-term needs by helping them form a personalized strategy that meets their goals. Do you want to make sure you have enough to retire? Would you like to pay for college for the kids? How about help with a vacation home in the mountains or on the lake? I will help you create a strategy for those things and once it is in place, we will partner together to help keep...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2007 to Current

Personal Interests

  • Traveling
  • Cooking
  • Painting
  • Music
  • Golfing

Team Members

  • Traci Aydelotte
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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