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Jennifer Heal, Financial Advisor

FINANCIAL ADVISOR
Jennifer S Heal

CFP®
2500 Old Alabama Road Ste 22, Roswell, GA 30076opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Corporate Executives
  • Employee Stock Options
  • Estate & Legacy Strategies

About Jennifer

As a third generation financial advisor, I work hard to understand what's most important to you and your family. We use an established process to build personalized strategies to help you achieve your goals.

We are often consulted as folks approach retirement, change careers, sell a significant asset or receive an inheritance. We help you to successfully prepare for and navigate transitions.

When I am working with you and your family, I strive to:

• Communicate proactively
• Identify and help mitigate risks to your strategy
• Coordinate and monitor your various investments
• Help you stay on track during all market cycles
•...

Work History

  • Edward JonesJuly 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Maryland-College ParkBachelor of Science

Personal Interests

  • Reading
  • Pilates
  • Podcasts
  • Spending Time with Family
  • Traveling

Team Members

  • Kim Dore
    Sr. Branch Office Administrator
  • Nancy Girard
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(770) 998-1572

Fax

(866) 478-0220

Office Address

2500 Old Alabama Road Ste 22
Roswell, GA 30076opens in a new window

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