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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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.

Helpful article for anyone in a similar walk of life. Saving for retirement? And saving for college? It can be intimida...
06/17/2025

Helpful article for anyone in a similar walk of life. Saving for retirement? And saving for college? It can be intimidating to think about saving for both – but it doesn't have to be. Would love to connect and be of help with this or any type of goal setting you are working toward.

Your financial advisor can help you balance your saving strategy to achieve both goals.

Three years ago today I moved into my Whitewater, WI office with Edward Jones. Grateful to Jones and for the support fro...
06/06/2025

Three years ago today I moved into my Whitewater, WI office with Edward Jones.

Grateful to Jones and for the support from my family for letting me live out my passion of serving others in this capacity.

What a way to enjoy a Friday!

Find out more about my AAMS™️ designation. Accredited Asset Management Specialist™️, AAMS™️ and the AAMS™️ logo are cer...
05/06/2025

Find out more about my AAMS™️ designation. Accredited Asset Management Specialist™️, AAMS™️ and the AAMS™️ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of...
03/05/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don...
03/03/2025

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don’t have to choose one or the other. Here are some considerations to help you strike the right balance.

Your financial advisor can help you balance your saving strategy to achieve both goals.

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

Website

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