Heather began working with Dan Parker in 2002 while at Smith Barney. She assists clients with day to day operational and administrative matters for their accounts and is dedicated to providing a consistently high level of service. She also serves as Branch Operations Manager for the Charleston branch. In 2015, Heather was named Operations Manager of the Year for Raymond James. She also served on the firm’s Operations Manager Advisory Council. Heather holds Series 7, 63, 9, 10 and 31 securities licenses.
Heather is a graduate of the University of North Carolina at Chapel Hill. She is originally from Mooresville, North Carolina, but now calls the Lowcountry home. As she did while growing up on Lake Norman, Heather continues to spend her free time near the water, usually boating in Charleston, or traveling with her husband Chad. She is a former member of the Junior League of Charleston and currently serves as a volunteer at the Dee Norton Child Advocacy Center.
Raymond James is not affiliated with any of the companies mentioned.