Edward Jones - Financial Advisor: Heather Whitley

11/28/2025

Had a delicious deep fried turkey with all the fixins yesterday!

My husband is always in charge of the turkey - no pressure, right?? Don’t worry, he’s a professional.

How do you cook your turkey for Thanksgiving??

Happy Friday!

11/27/2025

Wishing you and yours a Happy Thanksgiving filled with family, friends and all the simple joys that make this season special.

11/26/2025

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

11/24/2025

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio in retirement.

6 tips to help make your money last in retirementwww.edwardjones.com/us-en

11/21/2025

Nero has the right attitude heading into the weekend!

Football, holiday markets, soccer games, track meets… what a fun time of the year!

What are you up to this weekend??

Happy Friday!

11/20/2025

As a financial advisor, I’m proud to support the local businesses that keep our community thriving.

With new partners like Nationwide and Voya, and tools like Aboon and Addition Wealth, Edward Jones is making it easier for business owners to offer retirement plans and education that strengthen financial wellness.

If you're a local business owner, let’s connect. I’d love to help you build a stronger financial future for your business and your team.

11/19/2025

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/3MbL4iU

11/17/2025

Life insurance isn’t always easy to understand, but figuring out how much you should get to keep your family protected is a good place to start. Use our life insurance calculator, “L-I-F-E,” to get an estimate: https://bit.ly/4i5hc3T

11/14/2025

Enjoyed roaming the streets of Boston this past weekend!

What a fun place… lots of delicious food in the North End and beautiful neighborhoods. We love finding hidden gems and learning the history of the places we travel to.

What city or town have you explored lately??

Happy Friday!

11/12/2025

What does financial fulfillment mean to you?

For many of my clients, it’s not just about growing wealth—it’s about building a life of purpose, security and confidence.

That’s why I’m proud to be part of a firm that’s partnering with organizations like Heartland Forward to help more Americans achieve financial fulfillment. Whether it’s expanding access to financial education, supporting small businesses, or advocating for policies that strengthen communities, Edward Jones is committed to making a meaningful impact.

Learn more about this important partnership.

Helping people build lives of purpose, security and financial confidence has become the aspiration of my career. For more than 35 years, I’ve had the privilege of being part of a firm that believes thriving communities begin with listening deeply, understanding what matters most and turning insigh...

11/10/2025

Selling a home that has increased in value may mean more money for you on closing day — but that increase could be taxed as a capital gain.

Downsizing your home? Watch out for capital gains taxeswww.edwardjones.com/us-en

11/07/2025

Humbled to volunteer alongside my colleagues today at a local food bank…

I encourage you to volunteer wherever you can! Non profit organizations tend to rely on volunteers and donations to keep their operations going so that our communities are taken care of.

Happy Friday!