Heather Harris, Financial Advisor

Focus Areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Charitable Giving

About Heather

I was born and raised on the small-town values of Nacogdoches and am blessed to now be able to give back to a community that has given me so much. I am the person that I am today due to values such as:
-Understanding the value of a hard day's work
-The importance of respectful honesty
-Taking your time to do it right the first time
-Treating everyone with respect
-Always staying true to yourself

With over 17 years' experience as a financial advisor, my role is to help you see the unseen, partner with you to create a strategy to the best of our ability,...

Work History

  • Edward JonesJuly 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Stephen F Austin State UnivBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Gardening
  • Cooking

Team Members

  • RaeLynn Cartwright
    Sr. Branch Office Administrator
  • Jennifer Lee
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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