Whitney Poettgen
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
EDUCATION
University of Iowa
Bachelor of Business Administration (BBA), Finance, International Business, Spanish
ABOUT WHITNEY POETTGEN
After my daughter was born, life got busy! When it came to our investments, I always thought I could manage it all myself (especially with a degree in finance). But I quickly realized that I wanted to spend my time on other things that brought me joy — being a mom, maintaining friendships and accelerating my career. This meant having someone collaborative tune into the details of our finances. And long story short, personalized professional advice can be helpful, and I found that at Edward Jones!I grew up in Des Moines and attended the University of Iowa, where I graduated with a bachelor\'s degree in finance and international business. I spent over a decade serving the healthcare and technology sectors, and I bring a unique perspective on not only investing but financial independence as a big driver of overall wellness.Our clients are supported by two Branch Office Administrators, Kathy Wald and Andrea Davis. Kathy has more than 15 years of experience at Edward Jones and Andrea Davis joined our team after eight years in commercial lending and banking and also holds a degree in finance. We delight in solving problems and getting things done for people with the highest dedication to client service and experience. This includes knowing people well enough to understand their situations, fears, hopes and goals, so we as a team can make a real and meaningful difference in their lives.Most people ignore their finances until they have a big \'moment\' or life transition. Whether you\'re leaving an advisor you don\'t connect with, changing careers or carving out a new life path, we can help you assess your current financial situation and create a strategy that is customized around your needs. Even little changes can have massive impact.We want you to feel inspired about your future.We want to help you free up time to do what matters most.We want to partner with you and assess your financial health so you can live life the way you envision it.We want you to feel safe, secure and heard.Our team serves clients locally and remotely all over the country, so if you\'re ready to see how we can serve you - give me a call at 81••••••46 or email me at w••••••••@edwardjones.com. I can\'t wait to get to know instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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