Staci Heath, Financial Advisor, Edward Jones

"It is a delight to serve the Littleton, CO community and surrounding areas as a financial advisor with Edward Jones. As multi-generational Coloradoans, my family and I reside in the southwest Denver area, where we love to be outdoors whenever possible. Museums, hiking and days at the pool or the local lakes are among our favorite activities.

After many enjoyable years working in operations in the medical device industry and cultivating long-term relationships that I still cherish today, I felt a strong yearning to help people in a different, more personal way. I am passionate about my job because I have personally seen the impact that sound financial guidance - i.e., with retirement planning and education savings - has had on my own life as a decade-long client of Edward Jones before joining the firm. I can now pay this valuable service forward every day to help people the way I was once helped, which is incredibly rewarding.

Understanding what is important to you - financially, professionally and personally - is the first step in our journey toward developing an effective strategy to help meet your goals. From there, we'll partner together for the duration to track progress and make appropriate adjustments, as life events necessitate, to keep you on track. Leveraging alliances with CPAs and attorneys helps me provide comprehensive resources and strategies for individual investors and business owners alike.

It is meaningful to me to take part in and contribute to the health of my community by supporting local businesses, donating to various non-profit organizations and volunteering with Jefferson County schools.

Along with our senior branch office administrator and home office team, we work hard to provide our clients with an ideal experience. We want you to enjoy each visit and always know that you and your family are cared about. I look forward to serving you via a long-term partnership to help achieve what is most critical to you financially!"

Ideal Client
Professional women who want to secure their financial future and to feel empowered to improve their circumstances. And pre-retirees nearing the end of their working days, who need assistance with multiple areas of retirement planning (social security, Medicare, retirement income strategies, legacy protection, etc.).

Power Partners
CPA
Estate Attorneys
Divorce/Family Law Attorneys
Mortgage Lenders
Realtors
Human Resources professionals

Contact Information
Email: staci.heath@edwardjones.com
Website: http://www.edwardjones.com/staci-heath
Phone: 720-962-0381
Mobile: 720-319-7306
Serving the Littleton, CO area

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