Edward Jones - Financial Advisor: Daniel W Heppler

07/16/2026

From equity compensation to restricted stock, I help bring clarity to complex wealth. Let's talk.

07/15/2026

Compensation that respects your work. Competitive payout with transparent costs. Interested? Let's talk.

07/13/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

07/12/2026

Check progress toward your goals with Online Access and always know where you stand.

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07/10/2026

I can help make wealth transfer simple for the people and causes you care about. Let’s talk.

07/09/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

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

07/09/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us July 29-31 for our exclusive Due Diligence Event at the Ritz-Carlton, St. Louis.

Register: https://bit.ly/3R8DBnH

07/04/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

07/03/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

07/02/2026

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.

Disclosure: Edward Jones and its associates do not provide tax advice.