Toledo, OH Crossleigh Court Office

Robert Heisler is a financial advisor with Edward Jones in Toledo, OH, holding a Series 63 designation and 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Outside of his advisory role, he serves as a board trustee for Toledo Children's Hospital (Promedica). Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm is known for its large network of advisors and branch offices, as well as for providing affiliated investment products and securities-based lending options.

Scott Brown is a CFP®-credentialed financial advisor with Edward Jones in Toledo, OH, and has 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a councilman and committee chair for the Village of Holland, OH, and is co-owner of a retail home decor business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed and advisory strategies, operates under a fiduciary standard, and is notable for its large retail advisor network and affiliated financial services beyond advisory offerings.

Janice Bertz is a financial advisor with Edward Jones in Toledo, Ohio. She holds a Series 66 designation and has 13 years of industry experience. Bertz has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.