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 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 as one of *Barron’s Top 1,200 Financial Advisors for 2025, **2025, 2024, 2023 Forbes Top Wealth Advisors Best-In-State, ***Forbes’ Top Women Wealth Advisors Best-in-State ***2025, 2024, 2023, (ranking #1 in Oklahoma), and Raymond James Chairman’s Council for the top 1-2% of advisors in the country, 2025.****
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, Hillcrest Country Club, Raymond James Technology Advisory Council, and a member of East Cross Church. She enjoys spending time with family and friends, staying active through sports and fitness, and being outdoors whenever possible.
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.
*Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024, and was released on 03/10/2025. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. 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. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron's is not affiliated with Raymond James.
** The Forbes Best-in-State Wealth Advisors 2025 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 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 48,944 nominations, roughly 9,722 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. Compensation provided for using the 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.
*** The Forbes ranking of the 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 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. 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. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-womenadvisors/?sh=64b505e81d11 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
