Financial Advisor
Current
Dauntless Wealth Management
Nov 2024 - Present
AeroLeads people directory · profile
Heidi Irwin Email & Phone Number
Financial Advisor at Dauntless Wealth Management
at
Dauntless Wealth Management
1 work email found
@edwardjones.com
2 phones found area 314
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Dauntless Wealth Management
Role
Financial Advisor at Dauntless Wealth Management
Location
Austin, Texas Metropolitan Area, United States
Who is Heidi Irwin? Overview
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Quick answer
Heidi Irwin is listed as Financial Advisor at Dauntless Wealth Management at Dauntless Wealth Management, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 314, and a matched LinkedIn profile for Heidi Irwin.
Heidi Irwin previously worked as Financial Advisor at Dauntless Wealth Management and Financial Advisor at Alliance Wealth Strategies. Heidi Irwin studied at Texas A&M University.
Company email context
Email format at Dauntless Wealth Management
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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Heidi Irwin. Compare company email patterns before reaching out.
Profile bio
About Heidi Irwin
My goal is to create and implement client tailored solutions while providing the best possible experience for the long-term investor. I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to assure that all areas of financial strategies are considered.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org; www.sipc.org Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
Listed skills include Education Savings, Fixed Income Investments, Financial Calculators, Equity Investments, and 3 others.
Current workplace
Heidi Irwin's current company
Company context helps verify the profile and gives searchers a useful next step.
Dauntless Wealth Management
4 roles
Heidi Irwin work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Alliance Wealth Strategies
Mar 2024 - Nov 2024
Financial Advisor
Jun 2014 - Mar 2024
Branch Office Administrator
Apr 2006 - May 2014
1 education record
Heidi Irwin education
-
Texas A&M University
FAQ
Frequently asked questions about Heidi Irwin
Quick answers generated from the profile data available on this page.
What company does Heidi Irwin work for?
Heidi Irwin works for Dauntless Wealth Management.
What is Heidi Irwin's role at Dauntless Wealth Management?
Heidi Irwin is listed as Financial Advisor at Dauntless Wealth Management at Dauntless Wealth Management.
What is Heidi Irwin's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Heidi Irwin at Dauntless Wealth Management.
What is Heidi Irwin's phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Heidi Irwin at Dauntless Wealth Management.
Where is Heidi Irwin based?
Heidi Irwin is based in Austin, Texas Metropolitan Area, United States while working with Dauntless Wealth Management.
What companies has Heidi Irwin worked for?
Heidi Irwin has worked for Dauntless Wealth Management, Alliance Wealth Strategies, and Edward Jones.
How can I contact Heidi Irwin?
You can use AeroLeads to view verified contact signals for Heidi Irwin at Dauntless Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Heidi Irwin attend?
Heidi Irwin studied at Texas A&M University.
What skills is Heidi Irwin known for?
Heidi Irwin is listed with skills including Education Savings, Fixed Income Investments, Financial Calculators, Equity Investments, Exchange Traded Funds, Portfolio And Retirement Plan Reviews, and Estate Considerations.
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