Edward Jones - Financial Advisor: Heather A Lewis, CPWA®|CFA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Heather A Lewis is a financial advisor based in Sumner, Washington, affiliated with Edward Jones. She specializes in retirement planning, education savings strategies, and tax-smart investment management. Heather believes in the importance of face-to-face conversations to understand her clients' financial goals. She provides personalized financial guidance to individuals and families looking to build wealth and prepare for future financial milestones.

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