The Lake Placid Edward Jones practice of Certified Financial Planner™ Heather R. Harshman, CFP® provides fiduciary retirement income planning, investment management, and estate coordination from its office near the historic Lake Placid Tower in Downtown Lake Placid, Florida. Serving year-round and seasonal retirees across Lake Placid, Placid Lakes, Sylvan Shores, Venus, and southern Highlands County, the branch focuses on personalized retirement paycheck design, tax-smart IRA withdrawals, and long-term care protection.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Edward Jones — CRD# 250); FINRA BrokerCheck Profile (Heather Rachelle Harshman, CFP® — CRD# 7025924); Edward Jones Lake Placid Branch Website (Heather R. Harshman, CFP®)
Issuer: SEC / FINRA (Edward D. Jones & Co., L.P.)
Notes: SEC File #801-56213; fiduciary investment advisory and brokerage services offered through Edward Jones (CRD #250) in Lake Placid, FL.
Issuer: CFP Board / FINRA / SEC
Notes: Heather Rachelle Harshman, CFP® (CRD #7025924) holds the Certified Financial Planner™ certification and Series 7 and Series 66 registrations in Lake Placid, FL.
Factual details and direct answers about Edward Jones — Heather R. Harshman, CFP®'s services, licensing, and credentials.
What professional credentials does Lake Placid advisor Heather R. Harshman hold?
Heather Rachelle Harshman (CRD #7025924) holds the Certified Financial Planner™ (CFP®) certification and is registered as both an Investment Adviser Representative and General Securities Representative with Edward Jones (CRD #250, SEC File #801-56213).
How does Heather R. Harshman's practice assist Lake Placid retirees?
The branch works closely with Lake Placid, Placid Lakes, and Sylvan Shores retirees—alongside their CPAs and elder law attorneys—to structure dependable retirement income, manage Required Minimum Distributions (RMDs), and protect family legacies.
Where is Heather R. Harshman's Edward Jones office located in Lake Placid?
The branch office is located in Downtown Lake Placid at 135 Tower Street, Lake Placid, Florida 33852.
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