Work History
Edward Jones
Edward JonesJanuary 2011 to Current
FINANCIAL ADVISOR
Casey C Heathcott
CFP®, AAMS™
2040 N Loop 336 W Suite 306, Conroe, TX 77304opens in a new window
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Employee Stock Options
- Wealth Strategies
- Insurance & Annuities
About Casey
At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.
I graduated from Baylor University in 2006 with both undergraduate and graduate degrees. I hold Bachelor of Business Administration degrees in accounting and management information systems, and a Master of Accountancy. I also have the CFP® certification and AAMS™ designation.
In 2006, I began my career...
I graduated from Baylor University in 2006 with both undergraduate and graduate degrees. I hold Bachelor of Business Administration degrees in accounting and management information systems, and a Master of Accountancy. I also have the CFP® certification and AAMS™ designation.
In 2006, I began my career...
Work History
Edward Jones
Edward JonesJanuary 2011 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Baylor University
Baylor UniversityMasters
Education
Baylor University
Baylor UniversityMasters
Personal Interests
- Golfing
- Fishing
- Outdoor Enthusiast
- Volunteering
- Active Lifestyle
Team Members
Tamara BatistaSr. Branch Office Administrator
Katie PanKratzSr. Branch Office Administrator- Cheryl SmithBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
ConroeFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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