Edward Jones: Heather Stelzer

Edward Jones: Heather Stelzer At Edward Jones, we strive to make sure our clients feel heard, and that we understand their unique story. I'd love to hear your story.

Contact me for a complimentary conversation: 262-258-2664 or [email protected]. We also work to help clients understand the investment world in terms they can relate to. My Practice:
I believe there is great value of having a plan in place, and my goal as a financial advisor is to show my clients how we can build one that fits their goals and life story. I am dedicated, passionate, a

nd honored to earn my clients' trust, every single day. My Passions:
I love being a mom to my 3 children, and am incredibly grateful to my husband of 20 years who has always encouraged me to follow my dreams of owning my own business. Our family is active in our community and church, enjoys boating and swimming in the Wisconsin summer months, loves to travel, and are huge sports fans! I also love being in the kitchen, sharing my love of cooking with others! My Purpose:
My husband and I have been Edward Jones Clients for 15 years prior to me partnering with the firm. I am thankful for what this established process has done for our financial strategy. Wherever you are on your financial journey, I would love the opportunity to hear your story. I can help you discover the sense of security that comes with having a plan in place. It would be an honor to sit down with you and share more about how I can help you reach your goals. Member SIPC.
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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3UzytdC

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/12/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!
07/04/2026

Happy Birthday, America! 250 years looks good on you.

Wishing everyone a fun and safe 4th of July!

05/30/2026
No two of our clients are alike. That's why you have choices at Edward Jones.I can help you understand how we'll work to...
05/06/2026

No two of our clients are alike. That's why you have choices at Edward Jones.

I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs. It's about finding out what is most important to you.

Explore your options at the page linked below. Then reach out to us to start a conversation — we’re here and would be honored to help.

Link to learn more: https://www.edwardjones.com/us-en/working-financial-advisor/how-we-work-together

12/07/2025

Proud and Grateful, it truly is an honor.💛🖤

Wishing you and yours a Happy Thanksgiving filled with family, friends and all the simple joys that make this season spe...
11/27/2025

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

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest i...
06/18/2025

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Let’s build yours together.

Address

1204 E Bluff Road
Whitewater, WI
53190

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12622582664

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