Heather Tollis

CFP®
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 practice, Heather worked in the Office of the CEO and President at Bank of America, as a customer advocate. She has been with Rivertowne Advisors since 2015.

Heather is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Standards of Conduct. Heather is also registered, 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 two young sons.

 
Duquesne University Logo
CFP logo

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.