Edward Jones | Heather Rosenthal
Financial Planning & InvestmentsInvestments
A native of Denham Springs, Heather has been serving Edward Jones clients since 2009. As a financial advisor at Edward Jones, she invests her time in understanding what you’re working toward before you invest your money. She believes honest and open communication is essential, and she'll take the time to help you make sense of investing and explain the investment world in terms you understand.
Working with a financial advisor can have a positive impact on your own financial well-being, but also on your loved ones, future generations and even your community. Our established process focuses on building a financial strategy that is tailored, responsive to change and reviewed regularly to help you stay on track. Heather makes sure she understands your risk tolerance and that it’s aligned with your current strategy. We are a partner to you and your family, and we're here to help you navigate changes and life transitions with confidence. We're here to help you keep your emotions in check during market volatility and uncertain times. Our approach includes working with other key members of your team, such as your CPA or attorney, as needed.
We work with a select group of families and individuals to assist them with the organization, accumulation, protection and transferal of their wealth. Our clients are long-term investors who value our relationship and are willing to follow through on Heather's advice. Our clients include retirees, pre-retirees and business professionals.