Heidi Irwin
Financial Advisor at Edward Jones
Based in Austin, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Austin
Industry
Financial Services
Company size
45K
Contact information
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h•••••••@edwardjones.com
Phone
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Background
About Heidi Irwin
My goal is to create and implement client tailored solutions while providing the best possible experience for the long-term investor. As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions.
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