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Heather B

Series 66

Columbus, IN

Edward Jones

Heather Baker is a financial advisor at Edward Jones in Columbus, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Project Lead The Way and Ivy Tech Community College. Outside of her advisory role, she owns Sunny Daze Mobile Bar, a mobile bartending service that hires and mentors adults with disabilities, and is involved with LeadHERship Indiana, a women's networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a large network of financial advisors and branches nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Educators, Teachers, and Academics Founder/Business Owner
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Lisa D

Series 66

Columbus, IN

Edward Jones

Lisa Duke is a Series 66-licensed financial advisor with Edward Jones in Columbus, IN, with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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