Heather Tollis

Investment Representative

Heather received her Bachelor’s degree from Duquesne University’s AJ Palumbo School of Business Administration, with a concentration in Finance. After graduation, Heather spent the first ten years of her career gaining experience in the mortgage and banking industry. Prior to joining the firm, Heather worked in the Office of the CEO and President at Bank of America, as a customer advocate. Heather is a fully licensed Investment Representative, having passed her Series 7 and Series 66 respectively.

Outside of work, Heather enjoys spending time with her family and friends. Originally from South Fayette, she now lives in Hopewell Township with her husband, Mike, and young son.

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