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Heather H

CFP®, Series 66

Lake Placid, FL

Edward Jones

Heather Harshman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Heacock Payroll, LLC from 2016 to 2018. 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 wrap fee services, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner Divorced Intergenerational Families
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Austin G

Series 66

Lake Placid, FL

Edward Jones

Austin Gibbs is a financial advisor at Edward Jones in Lake Placid, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Fifth Third Bank, Achieva Credit Union, and Heartland National Bank. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Government Employee
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