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Sara C

Series 66

Marion, IL

Edward Jones

Sara Crone is a Series 66 licensed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2017, following prior roles at Kforce Staffing Solutions, McBride and Sons, and LPL Financial. Based in Marion, IL, she is part of a large team at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Steven H

Series 63, Series 65

Marion, IL

Edward Jones

Steven Heeley is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. He holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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