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portrait of Erik Heller
FINANCIAL ADVISOR

Erik Heller

3130 Lee Highway Suite 205, Bristol, VA 24202opens in a new window
Accepting New Clients
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About Erik

When I was younger, my parents always told me, "Money doesn't buy happiness, money buys choices." This sparked my interest in investing and personal finance as a teenager. Throughout college at MTSU and my previous career in education, investing and living below my means was always an important part of how I lived my life. During my time as a 4th and 5th grade math teacher, I incorporated investing and personal finance into as many lessons as possible. I believe that understanding how money works makes it much easier to manage, and significantly less scary. This opened a door to...

Focus Areas

  • College Savings
  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies

Work History

  • Edward JonesJune 2023 to Current
  • Kingsport City SchoolsAugust 2013 to June 2023

Education

  • Middle TN State UniversityMaster of Education

Personal Interests

  • Board Games
  • Community Outreach
  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast

Team Members

  • Amanda Helton
    Branch Office Administrator

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Office Information

Phone

(276) 469-0040

Fax

(888) 680-3805

Office Address

3130 Lee Highway Suite 205
Bristol, VA 24202opens in a new window

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