Haley Stevenson

At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.

I grew up in Green Bay, WI, and graduated from UW-Green Bay with a major in brain, behavior and health psychology. Prior to joining Edward Jones, my professional experience has been focused on mental health and developing an understanding of how greatly mental health can affect the ability to navigate the world around us, especially with finances. I’ve had the privilege of educating individuals on benefits such as Social Security Disability, Medicaid, Medicare and a wide variety of other factors. I moved to the Bitterroot in recent years and I’m beyond grateful to live in such a wonderful community to be able to add value to and serve the families and business owners in Montana and across the country.

Connecting to resources can be a difficult undertaking and I strive to be a bridge to help those reach their needs. I came into the finance world because I found that the common pattern of the biggest stressor was finances. I wanted to develop a more intense understanding to be there in that walk of life from having the worry of finances always on your mind, to being able to sit down, create a strategy and help you feel more prepared about the future of your finances.

I joined Edward Jones because at Edward Jones, we’re focused on you. We realize that meeting with a financial advisor can be overwhelming. That is why we create an experience that is welcoming and friendly. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We offer a complimentary review of your current financial picture in order to learn the challenges you face in becoming financially stable. We take the time to show you what to expect when partnering with us and what it takes to reach your goals.