About Us
As an independent firm, Heacock Financial can offer a wide range of strategies and services that meet your financial best interests. We have a team of experienced financial professionals committed to helping you manage and preserve your wealth, so you can look forward to the future with confidence.
With locally accessible offices, Heacock Financial provides hands-on service that you can count on when you need it. It's leadership and staff are dedicated to providing on-going financial services to you and your family – and they always have time to listen to learn about your concerns.
Sebring Office
A 20-year veteran of the financial services industry, Craig Johnson founded Heacock Financial in 1998. His goal: to combine advanced financial strategies with exceptional customer service. Today, Craig's goal has become a reality. He and his dedicated team of financial professionals offer Central Florida families a comprehensive investment and retirement planning resources.
Craig's values-based philosophy helps you build an investment strategy aligned with your core beliefs. He helps you develop clear financial goals, and he works with you to find strategies and investments that match your needs.
Away from the office, Craig is an active member of the Sebring Fireman's Association, Current President of the Greater Sebring Chamber of Commerce, Past President of Heartland Estate Planning Council. He is also an avid fisherman and sportsman. Craig competed in the ESPN Redfish Cup Tour in 2004-2007.
Sebring Office
Michele joined the firm along with Craig since it's inception in 1998, she is a vital member of the team who keep everything straight. Her commitment to overseeing the client experience is what makes the difference for our clients. She is the firms Chief Compliance Officer, and Operations Manager.
Michele is member of Leadership Highlands class of 2008. When not in the office Michele enjoys spending time with family, scuba diving warm Florida waters and joining her husband at Indy Car events.
Sebring Office
For Travis Stivender, the ranches of central Florida feel like home. He grew up here, earning his first paycheck working an orange grove as a teenager. This is where he learned to work hard, and to always put family first.
Today, as Vice-President of Heacock Financial, Travis uses his expertise to help Central Florida families and family-owned businesses preserve and build on the fruits of their hard work. Using fee-based* asset management services, he strives to help you preserve the wealth you have - and potentially pass a legacy on to your children and grandchildren.
On the weekends, Travis loves to spend time with family and friends, and participating in outdoor activities like hunting, fishing and golf. He is an active member of the Seminole Boosters, Greater Sebring Chamber of Commerce, and the American Heart Association.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Lakeland Office
- Vice President, Heacock Financial
- CERTIFIED FINANCIAL PLANNER
- 15 years of industry experience with Raymond James
- Responsible for elite investment management, business development
- Enjoys golf, tennis, triathlons and spending time with his family
- Serves the community through United Way Leadership giving, United Way Community Investment Team, Big Bothers/Big Sisters, Kiwanis, the Financial Planning Association, First Presbyterian, Peace River Center Board Member
Lakeland Office
Bachelors’ degree in Business Management from Saint Leo University, specializing in accounting.
- Currently enrolled at Florida State University’s College for Financial Planning.
- Currently enrolled at Saint Leo University in pursuit of an MBA in accounting.
- Responsible for investment management, business development and financial planning.
- Completed a highly successful 10 year Army career to include a combat tour to Afghanistan.
- Enjoys golf, baseball, competing in Iron Man, spending time with Suzanne, Ethan and Isabella, and SCUBA Diving.
- Serves the community as a board member and secretary for Lakeland Christina Rotary, a member of the Polk County Veterans Council, and a board member of the Saint Leo Alumni Association.
- Rotarian of the Year 2008-2009 Lakeland Christina Rotary Club
Lakeland Office
Teresa is the Client Services Associate for the Lakeland offices. She is responsible for managing all incoming phone calls and arranging client appointments. She assists the Financial Advisor's in each appointment by processing any necessary paperwork, researching answers to questions, assisting clients with direct rollovers, and helping implement the Advisors important recommendations. Teresa is best know to our clients for her personal approach and interest all aspects of our clients lives.
She also is in charge of coordinating client workshops and appreciation events.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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