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Katie P
Series 63, Series 66
Dubuque, IA
Edward Jones
Katie Preston is a financial advisor at Edward Jones in Dubuque, IA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Lincoln Elementary from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Marsha A
CFP®, Series 63, Series 66
Dubuque, IA
Edward Jones
Marsha Abbott is a CFP® professional with over 21 years of experience, currently serving at Edward Jones since 2004. She is based in Dubuque, IA, and holds Series 63 and 66 licenses. Outside of her advisory role, she serves on the advisory board for Loras College's LIFE Portfolio and contributes weekly to an inspirational blog, BeYourBestSelfBlog. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.
April H
Series 66
Dubuque, IA
Edward Jones
April Hanson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory work, April owns a small business creating craft glitter cups. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Nicole H
Series 66
Dubuque, IA
Edward Jones
Nicole Heiderscheit is a financial advisor at Edward Jones in Dubuque, IA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at NxGenMdx, Simple Laboratories, Exagen Diagnostics, and Thermo Fisher Scientific. Outside of her advisory role, she owns a rental property in Chicago. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs, managed solutions, and affiliated investment products.
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