BILOXI, MS, January 27, 2025 /24-7PressRelease/ -- Heidi Ardis has been included in Marquis Who's Who for her exemplary contribution to the financial industry. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of specific criteria. Factors such as position, noteworthy accomplishments, visibility and prominence in a field are all taken into account during the selection process.
Ms. Ardis is the chief executive officer and founder of Agape Wealth, a financial planning firm she established in 2023. As an investment adviser representative with a focus on financial distribution plans for pre-retirees and retirees, she has quickly become very knowledgeable in her field. She manages over $100 million in assets across more than 150 accounts and conducts all financial planning for her clients.
Her leadership at Agape Wealth is marked by her commitment to aligning professional decisions with personal and family well-being, a philosophy she has articulated in her writings which includes a book "Simplified Strategies for Retirees." She also authored an article in September 2024 for Southern Mississippi Living that highlights the importance of community and personal introspection. In addition, she has been featured in the national publication Kiplinger twice. Once in November 2023, and an additional time in April 2024.
Having become an investment adviser representative in 2018, Ms. Ardis has a history of over 16 years in the financial services industry prior to her Agape Wealth venture. She offered her talents in positions such as financial representative, director of operations and development, and director of finance and operations.
Instrumental in Ms. Ardis's success was her educational background. After earning a Bachelor of Arts in history and political science from the University of Southern Mississippi in 2006, she went on to complete coursework in finance and financial management services at Yale University in 2024.
Ms. Ardis's career is distinguished by her involvement with industry-related organizations such as the Investments & Wealth Institute, and she is a member of the Women's Auxiliary and Yacht Club and Phi Alpha Theta. She currently holds the Series 65 industry license, and has a life, accident & health insurance license from the State of Mississippi. Beyond her professional accomplishments, Ms. Ardis is actively involved with the Baptist Bible Fellowship International.
Looking ahead, Ms. Ardis envisions empowering women to establish their businesses and is interested in speaking at events to inspire others to consider starting their practices. Her future goals include nurturing her existing client base while influencing a shift toward entrepreneurship among women in finance.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. 02705378-01/25
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