• Heather Watts

    Investment Portfolio Associate

Heather has been in the financial business for 20 years. She values providing exceptional customer service, as well as building strong client relationships. Heather understands the importance of having financial goals, creating a plan to meet those goals, and continuously monitoring them to make sure her clients reach them. There is no greater feeling in the world to her than knowing she has helped someone send their child to college, buy a new home, or retire and travel the world.