Edward Jones - Financial Advisor: Heather Bergen

Edward Jones - Financial Advisor: Heather Bergen ​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

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Learn more https://bit.ly/4zXVib8 Your wealth can help support the people and causes that matter most. I can help you pl...
09/07/2026

Learn more https://bit.ly/4zXVib8 Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

https://bit.ly/4x71tas Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealt...
09/03/2026

https://bit.ly/4x71tas Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

We’re kicking off Walk season with an exciting announcement: Edward Jones will continue to be the National Presenting Sp...
09/01/2026

We’re kicking off Walk season with an exciting announcement: Edward Jones will continue to be the National Presenting Sponsor for the Alzheimer’s Association's®️ Walk to End Alzheimer’s®️ for another five years! In our first 10 years in this role, we raised nearly $55 million for Alzheimer’s care, support and research.

With a $2 million corporate gift to the Alzheimer’s Association in 2026 alone — including nearly $1 million to advance critical research — this 15-year total commitment will bring us even closer to a future without Alzheimer’s.

Learn more about this year’s Walk to End Alzheimer’s®️: www.alz.org/edwardjonesimpact

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Learn more https://bit.ly/4gXYxIe Creating wealth is about planning for the future. I can help you explore strategies to...
08/29/2026

Learn more https://bit.ly/4gXYxIe Creating wealth is about planning for the future. I can help you explore strategies to help manage, protect and pass on your wealth.

🎃🖤 Halloween fun with a purpose! I'm in! 🖤🎃👻If you're looking for a reason to dust off your costume, this might be it. 👻...
08/27/2026

🎃🖤 Halloween fun with a purpose! I'm in! 🖤🎃

👻If you're looking for a reason to dust off your costume, this might be it. 👻

🥸I hope to see some familiar faces there!🥸

What happens when great food, live music, creative costumes and a community that loves to have fun all come together?

You get BOO BALL 2026. 🎃

Enjoy food from Chef Aristo, drinks from Embrace the Grape, music by Crossroad Sound and a Halloween costume contest—all while helping the Rotary Club of Lee’s Summit make a difference.

🎟 Get your tickets: https://shoplsrotary.com/product/boo-ball-general-admission/

https://bit.ly/3UmD4jo Shape your financial legacy. I offer advanced services to simplify your financial life.
08/27/2026

https://bit.ly/3UmD4jo Shape your financial legacy. I offer advanced services to simplify your financial life.

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you. Let's make...
08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

We’re honored to be recognized as Fortune’s World's Most Admired Companies.  This recognition reflects what matters to u...
08/10/2026

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4xwFjir

Developing healthy financial habits can create real momentum toward your long-term goals. Small consistent steps today c...
08/07/2026

Developing healthy financial habits can create real momentum toward your long-term goals.

Small consistent steps today can make a meaningful difference over time.

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I foc...
08/05/2026

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

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192 Nw Oldham Parkway
Lees Summit, MO
64081

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Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

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