Edward Jones is pleased to announce the opening of a second office location in Cordell, marking a significant milestone in the firm’s continued commitment to serving the local community.
Financial Advisor Phil Kliewer will maintain the office at 201 E. Main Street, which he has shared with Financial Advisor Carolyn N. Heerwald for several years. Heerwald will move her practice to 217 E. Main Street and begin serving clients from there on Tuesday, August 19th, 2025.
“I’m proud of the growth we’ve experience together,” said Kliewer. “Carolyn is a devoted advisor with a deep commitment to our community. It’s exciting to see her step into her own space and continue building meaningful relationships with her clients.”
Kliewer has served the Cordell area for the past 38 years, 25 of them with Edward Jones. In November 2016, Heerwald joined his team as a branch office administrator. In 2021, with encouragement and support from Kliewer, Heerwald began the rigorous process to become and Edward Jones financial advisor and earned that designation in 2022. Since then, both Kliewer and Heerwald have continued to grow their individual practices in their shared office space. The increasing demand for personalized financial services has created the need for additional space and resources.
Edward Jones remains committed to providing long-term, relationship-based financial strategies, and is honored to expand its presence in Cordell to continue supporting individuals, families, and businesses for years to come.
Edward Jones is leading North American financial services firm with more than 20,000 financial advisors. The firm serves more than 9 million clients with a total of $2.2 trillion in client assets under care as of March 28, 2025. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 55,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwrdjones. com Member SIPC.