www.csbnconnect.com - CSBN Connect

Heather Edmondson (Edward Jones)

verified
Financial Services

I joined Edward Jones as a securities licensed Financial Advisor in 2016, opening the firm’s 17th branch office in Chattanooga. Growing up in Gatlinburg, TN, I fell in love with Chattanooga and ultimately chose to live here after graduating from UTC in 2007. I love getting to know my clients and helping them achieve their financial goals, whether preparing for retirement, saving money on taxes, saving for college, or preparing for the unexpected. I live in Hixson with my husband Josh and two boys, Jasper and Liam. I'd love to meet you and hear what motivates you and what your goals are!


Investments and Services Include:

Investments

Wealth Management

Retirement & College Savings

Stocks, Bonds & Mutual Funds

Cash & Credit

Insurance & Annuities

Tax Saving Strategies

 

Business Owners

Plans for You:
- SEP IRA Plan
 - Owner-only 401(k) Plan Owner-only Defined Benefit Plan

Plans for Your Employees
 -     401(k) 

-       SIMPLE IRA

-       403(b) Plans

-       457 Plans

-       Safe Harbor 401(k)

Business Credit Cards

 

Retirement & College Savings

Retirement Accounts:

 - Traditional IRA 

 - Roth IRA

Education Savings Accounts:

 - 529 College Savings Plans 

 - Custodial Accounts

 

Brokerage Accounts
Edward Jones Advisory Solutions®

Wealth Management

Edward Jones Guided Solutions® Edward Jones Advisory Solutions® Trust Company
Client Consultation Group

 

Investments

Stocks
Bonds and Fixed Income
Mutual Funds
Exchange-traded Funds (ETFs)
Fixed Income Unit Investment Trusts (UITs)

 

Insurance

Life Insurance
Long-term Care Insurance 

Long-term Disability Insurance

 

Annuities

Fixed Annuities 

Income Annuities 

Variable Annuities

 

Cash & Credit

Credit Cards & Loans
Personal Line of Credit (Margin Loan) 

Personal Credit Cards
Debit Cards
Business Credit Cards

 

Convenient Account Features

Direct Deposit
Dividend and Income Reinvestment 

Electronic Funds Transfer
Mobile Check Deposit
Monthly Investing Program
/ Dollar Cost Averaging

Mobile App

Online Access

Secure Messaging and texting to our branch

Banks & Credit Unions, Financial Advising, Insurance, Investing

Company Details

1922
8-5:00
Series 7 Series 66 Life and Health Insurance license

Contact Information

Edward Jones

6503 Hixson Pike Suite 109, Hixson, Tennessee 37343

Location

6503 Hixson Pike Suite 109, Hixson, Tennessee 37343

Contact Edward Jones