In her role as a client associate, Heather applies her knowledge of the financial services industry to help ensure that clients have a smooth experience and are confident in the team. She is passionate about providing those she serves with administrative assistance and enjoys making the financial planning process a seamless one. She also prides herself on her efficiency, which enables her to get things done quickly, correctly and in a pleasant manner.
Heather joined Raymond James in December 2017. Each day, she assists her team’s financial advisors, sets up new accounts, answers phones, and helps clients with things such as transferring funds and printing checks. Heather also holds her real estate license and has been a member of the Board of Realtors since 2011.
Originally from and currently living in Springfield, Heather makes her home with her husband, Jim, and their sons, John, Corey and Evan. She stays active in her community as team assistant for her sons’ soccer team and as a member of their school’s PTA.