Heidi has been a registered assistant with Raymond James since 2006. She has been Jackie’s assistant for more than 10 years. Heidi helps clients in all of the operational aspects that are part of their investing experience here at evolve.
She holds a Bachelor of Accounting degree from Bloomsburg University. Growing up in Palmyra, she missed the area and returned to central Pennsylvania to begin working in the financial services industry. In addition to her securities licenses, Heidi is also a notary public.*
Heidi lives in Elizabethtown with her husband, Rick, and their three children. In her spare time Heidi enjoys reading, camping and doing crafts with her kids.
*Notary services are not provided by Raymond James.
Raymond James does not provide tax or accounting services.