HEATHER BOIVIN
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Heather Boivin is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{city=Traverse City, display_country=United States, hs_object_source_detail_1=Find a CEPA April 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=heather-boivin, profile_name=Heather Boivin 53, lname=Boivin, hs_object_source_id=enrollmentId:2514395833964;actionExecutionIndex:0, hs_createdate=1778252798356, cohortium_profile_title=Heather Boivin | Financial Advisor at Edward Jones | CEPA Connect Member, id=54490251334, advisor_type=Financial Advisor, custom_page_title=Heather Boivin, email=heather.boivin@edwardjones.com, associated_contact_record_id=214133063937, cohortium_meta_description=Connect with Heather Boivin, a specialized Financial Advisor working with Edward Jones., contact_is_part_of_listsegment_cepa_connect_access=true, website=edwardjones.com, cepa_connect_profile_created=1778597271649, is_editable=editable, url_slug_2=heather-boivin, impersonate_user_url=https://exit-planning-institute.org/member-detail/heather-boivin?impersonation=true, full_name=Heather Boivin, hs_lastmodifieddate=1778597274025, phone=2316200679, company_name=Edward Jones, hs_object_id=54490251334, name=Heather, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=49684, status=Published, username=heatherboivinedwardjones}
- Advisor Type: Financial Advisor
- Website:
https://edwardjones.com - Phone: 2316200679
- City: Traverse City
- State:
- Postal Code: 49684
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
