Casey Heathcott

About Casey Heathcott

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.A 2006 graduate of Baylor University, I hold a Bachelor of Business Administration with degrees in accounting and management information systems. In addition, I hold a Master of Accountancy from Baylor University. I also hold the CFP® and AAMS™ designations.In 2006, I began my career as a CPA for one of the major global accounting firms. After a short period of time working for a law firm, I transitioned my career to Edward Jones in 2011.I chose a career with Edward Jones because I love to partner with families to help them build, maintain and protect their wealth. I have served the firm as part of the recruiting, hiring, performance and training teams.I am an active member of the community, serving as past board member of Family Promise of Montgomery County and the Conroe Chamber of Commerce. I currently serve as a board member for Love Fosters Hope. My wife, Christy, and I have three children.My senior branch office administrators, Tamara Batista and Katie PanKratz, have a combined fourteen years of experience and are dedicated to providing you with the highest level of service possible. They can answer all of your administrative questions.Our branch team provides highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients\' unique goals and needs. Please contact us to set an appointment instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   May 2011 — Present · Conroe, TX, US

Education

• Baylor University - Hankamer School of Business

  Masters, Master of Accountancy

  2006 — 2006

• Baylor University - Hankamer School of Business

  Bachelor of Science, Accounting, Management Information Systems

  2002 — 2006

Skills

• Financial Reporting
• Systematic Investing
• Annuities - Fixed, Immediate, Variable
• Insurance
• Stocks, Uits
• Tax
• Portfolio and Retirement Plan Reviews
• Accounting
• Financial Strategies
• Individual Retirement Accounts (Roth Ira, Traditional Ira)
• Fixed Income Investments
• Investments
• Business Retirement Plans (401(K),403(B),457(B),Sep,Simple)
• Financial Analysis
• Mutual Funds
• Education Savings - 529, Coverdell Esa