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Heidi Frank Edwards

Advisor Image
Heidi Frank Edwards
Market Developer
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MBA, BFA™
Tax Efficient Planning
Retirement Planning
About Heidi Edwards
About Heidi Edwards

I love purposeful plans and the unexpected! 

 

My husband and I were introduced to Thrivent (then Lutheran Brotherhood) in our 20’s through our church when the company I worked for was going out of business. Our oldest daughter was a baby, we had a lot of new responsibility, and needed to ensure we made some good decisions. The advice we received at the time from our Thrivent Advisor was very meaningful and it is even more meaningful decades later! 

 

After spending many successful years in leadership growing people and businesses in Human Resources and Organizational Development, God led me to an ‘evolved’ purpose to serve others as a Financial Advisor with Thrivent! It’s humbling to realize that He has a Plan and the knowledge and experience gained in those years was to prepare me for what I am called to do today.

 

As a Financial Advisor, I have a unique blend of people, financial and business acumencombined with real life experience … that enables me to provide an exceptional experience and personalized expert advice to clients.

 

I enjoy teaching and educating others in plain language about finances and strategies, analyzing and building comprehensive financial plans, playing and listening to music, spending time with friends, meeting new people, cracking mom jokes (I may be the only one laughing), making someone smile and their life a little easier.

 

Money is a tool ... to help us live the life we aspire to have and make the world a better place. 

 

·        Do you have financial clarity as it relates to your goals?

·        How confident are you in your plan to reach your goals?

·        What could go wrong and derail your plans?

·        Do you know how taxes affect you (and your loved ones) today and tomorrow?

·        If you are charitable, is your giving going as far as it can?

 

Whether you’re single, married, own a business, run a non-profit (director or volunteer) or belong to a church (leader or member), I’d be honored to hear your story and explore how I can make your life easier.

My qualifications
  • Masters of Business Administration/Management, Clemson University
  • Bachelors of Business Administration/Management, College of Charleston
  • Masters in Business Administration
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Arizona
  • California(Insurance Lic. #4486252)
  • Florida
  • Georgia
  • Hawaii
  • Illinois
  • Kentucky
  • Maryland
  • Mississippi
  • Montana
  • Nevada
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Insights

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“And the disciples were filled with joy and with the Holy Spirit.” - Acts 13:52
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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss
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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Office location
Greer Location
122 Memorial Drive, Suite 204
Greer, SC 29650
Phone864-616-6433Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations