Investment Executive, RJFS
Financial advisor and CERTIFIED FINANCIAL PLANNER® professional, Heather Robison, is dedicated to helping families preparing to retire or in retirement navigate the myriad of details of wealth management. As an Investment Executive on the Fourstone Wealth Management, LLC team, Heather works closely with clients to develop customized retirement and estate plans through a detailed process: understand, design, implement, and monitor. Her recommendations are made solely in the interest of providing the highest value and benefit to clients.
Heather graduated magnum cum laude from the University of Oklahoma with a Bachelor is Science and holds a Master of Science in Personal Financial Planning from Kansas State University. Heather is an investment adviser representative with Series 7, 66, 9 and 10 licenses. To provide a vast range of wealth management services, she is also licensed to deliver life insurance, long-term care, and fixed/variable annuity products. Through Fourstone Wealth Management, LLC’s association with Raymond James Financial Services, Inc. she has access to quality technology, highly acclaimed investment research analysts, and Raymond James Bank’s Trust and lending services.1
She has been recognized on the *2024 and 2023 Forbes’ Top Women Wealth Advisors Best-in-State, the **2024 and 2023 Forbes Top Wealth Advisors Best-In-State, ***2023 and 2022 Raymond James Chairman’s Council for the top 1-2% of advisors in the country, and the ****2022 Forbes/Shook Top Next-Gen Wealth Advisor Best-in-state.
Heather moved home to Bartlesville in 2006 when she began working in the operations side of the industry. A year later, she helped found Fourstone Wealth Management, LLC alongside her mother, Susan Dick, Investment Executive of Raymond James Financial Services. Heather has served in many volunteer board leadership roles. She is currently serving on the Board of Directors of the Bartlesville Regional United Way & Richard Kane YMCA and a member of East Cross Church. Heather’s other full-time job is being a loving wife to Aaron, mom to Kate, and dog walker/jogger for goldendoodle, Goldie.
1 Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.
*The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info. The Forbes America's Top Women Wealth Advisors Best-In-State 2023, developed by Shook Research, is based on the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. 38,314 nominations were received and approximately 1,700 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.raymondjames.com/award-disclosures/#2023-forbes-best-in-state-Women Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors/
**The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
***Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
****The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those who encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings. The research summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete an online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered, and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor's future performance, is not an endorsement and may not be representative of an individual client’s experience. For more information and complete details on methodology, go to shookresearch.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
