Edward Jones - Financial Advisor: Heather Bergen

10/09/2026

I’m proud to be part of a firm committed to helping families—both through thoughtful, personalized guidance and meaningful community support.

One of the ways we help support communities is through the Walk to End Alzheimer’s®. It’s a powerful reminder that together, we can make a difference for families impacted by this disease. From funding research to supporting caregivers, every step counts.

If you’d like to join us for an upcoming walk, reach out to me or click this link to learn more: https://bit.ly/3Tz3xua

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

10/06/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

10/02/2026

We’ve surpassed more than 127,000 associates and clients joining us on Edward Jones Walk to End Alzheimer’s® teams since 2016. That’s a big milestone that’s helped us make a huge difference in the fight by raising more than $55 million. Please consider registering for your local walk at alz.org/edwardjones

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

10/01/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4rIdYIp

09/28/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

09/25/2026

With the increased prevalence and sophistication of fraud and cybercrimes, our cybersecurity and Senior Client Protection teams are meeting the challenge, ready to identify, analyze and protect clients from the moment fraud is detected. Learn more at edwardjones.com/privacy?utm_term=1055547&utm_source=facebook&utm_medium=social_media&utm_content=3202393&c3nid=1055547_facebook_3202393&c3ch=BranchSocialMedia&EID=MDAwMDAwMDk4NTg5NQ%3D%3D

09/21/2026

Cybercriminals are getting more sophisticated, and AI is making scams harder to spot. But a few simple habits can help protect your finances:

• Be cautious of unexpected emails, texts or calls.
• Verify requests through a trusted source before responding.
• Use unique passwords and multifactor authentication.
• Pause when a message feels urgent or unusual.
• Keep devices updated and back up important files.

Small steps today can help safeguard your money, identity and long-term financial goals. If you have questions about protecting your financial accounts, I'm here to help.



Content provided by Edward Jones

09/18/2026

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Real-world advice to help you develop financial skills for all stages of your life

09/15/2026

Edward Jones is proud to be the National Presenting Sponsor for the Walk to End Alzheimer's. Participating in this event is a huge privilege for us, and we'd love for you to join our walk team! Find out more at alz.org/edwardjones or by contacting our office to sign up.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

The Walk to End Alzheimer's is the world's largest event to fight Alzheimer's. Join now and help raise awareness and funds for care, support and research.

09/10/2026

https://bit.ly/4gYbIb4 Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.