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  • OUR MISSION

    Creating Vibrant Community
    by helping LGBTQ people along their way

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    THE LGBTQ COMMUNITY CENTER OF THE DESERT
    760.416.7790 This email address is being protected from spambots. You need JavaScript enabled to view it.

Sean Heslin - Edward Jones Financial Advisor

Experience and Background

My husband, Stephen, and I (and our two adorable pups Oscar and Sophie) relocated to Palm Springs from Los Angeles in early 2017. While visiting the desert for 20-plus years and then purchasing a vacation home here in 2012, we often dreamed of living in Palm Springs full-time. We were thrilled to have been able to make that dream a reality years earlier than originally planned.

In 1986, I got my start in the financial services industry and I am excited to now be able to service my clients in Palm Springs as an Edward Jones financial advisor. I am currently accepting new clients, but I am also happy to review existing accounts and retirement plans held at other firms. A complimentary review of your retirement plan may uncover some new and important strategies. Throughout my career, I have sat across the desk from thousands of people and have worked closely with a variety of financial products and services. I also have teamed up with many estate planning attorneys and CPAs in order to provide my clients with a more complete and holistic financial picture. I am happy to share my experience with you.

On a more personal note, I have always believed strongly in giving back to my community. I am a member of the board of directors for both the Desert Business Association and the Palm Springs Public Library Foundation. Additionally, I am a member of Partners For Life, the sustaining donor group benefiting the DAP Health. I am also a member of The Ocotillo Club as well as an Emerald Level business partner of The LGBTQ Center of the Desert.

Born and raised on Long Island, New York, I graduated from The University of Michigan, Ann Arbor, where I studied economics and French.

 

My office is located in Palm Springs at The Abbey Office Complex located at 340 S Farrell Drive, Suite A102, between Baristo and Ramon.

Please contact my Branch Office Administrator, Mary Folger, Monday - Friday between 8am and 5pm to set up an appointment.

  • LGBT Finances
  • Domestic Partner Finances
  • Retirement Savings Strategies
  • Insurance & Annuities
  • College Savings

 

We look forward to meeting you!

www.Facebook.com/HeslinEdwardJones

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Additional Info

  • Description:

     

     

  • Phone: 760-699-7953 | Fax: 888-282-5390
  • Location: 340 S Farrell Dr, Suite A102, Palm Springs, CA 92262
  • The LGBTQ Community Center of The Desert

    The McDonald/Wright Building

    1301 North Palm Canyon Dr, 3rd Floor
    Palm Springs, CA 92262

    760.416.7790 This email address is being protected from spambots. You need JavaScript enabled to view it.

    Open Monday - Friday 8:30am - 4:30pm

    The Center is a non-profit 501 (c)(3) public charity
    EIN # 33-0937301

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