Heath Walz, CRPC™ in

Heath Walz, CRPC™

Login to view DISC.
Edward Jones Associate at Edward Jones
📍 Round Rock, Texas, United States

Heath Walz is a Financial Advisor with Edward Jones in Round Rock, TX, where he applies his prior experience as an educator to his financial practice. He holds a bachelors degree from Texas State University and focuses on building personal relationships to help clients achieve their long-term financial goals, specializing in wealth and retirement savings strategies.

As a long-time resident of the Round Rock community, Heath is committed to his local area. He enjoys spending time with his family, fishing, and playing golf. His personal interests also include following baseball and football, reflecting a deep connection to both family and popular sports.

Before his career in finance, Heath served the community as the School Principal at Ridgeview Middle School.

Read the full overview →
Experience
22 Years
Current Role
Edward Jones Associate
Location
Round Rock, Texas, United States
Personality Overview

How Heath shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Heath cares about

Financial Education
Leverages his extensive background as a school principal to ensure clients have a deep understanding of their unique financial needs and investment strategies.
Retirement Planning
Focuses on developing specific, long-term retirement savings strategies to help families and individuals work toward their financial future.
+5 more topics Login to view topics
Career

Work history

7-2022
Edward Jones Associate
Edward Jones
9-2021 - 7-2022
School Principal
Ridgeview Middle School
6-2018 - 1-2022
Associate Principal
Cedar Ridge High School
10-2012 - 6-2018
Assistant Principal
Westwood High School
11-2003 - 10-2012
Teacher/Coach
Stony Point High School
In the press

Media appearances

Heath Walz, Financial Advisor - Edward Jones. Featured in Edward Jones
See now
Education
1998 - 2001
Bachelor's degree
Texas State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Edward Jones Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Heath. Free, 10 seconds.