Steve Heggs
  • Steve Heggs

    Steve Heggs, CFP®

    Financial Advisor | Branch Manager

Steve is a CERTIFIED FINANCIAL PLANNER™ professional. He has more than 20 years of experience in the financial services industry. Prior to joining Raymond James Financial Services in 2003, he held the position of Products and Services Manager with American Century Investments.

Steve graduated from Northwest Missouri State University with a bachelor's degree in Finance. He completed the the CFP Professional Education Program from the College for Financial Planning in Denver, Colorado.

Steve is responsible for providing investment and wealth planning solutions for our clients. He guides individuals through important life events such as retirement and offers customized strategies to meet the needs of small business owners.

Steve's professional licenses include:

  • General Securities
  • General Securities Principal
  • Registered Investment Advisor Agent (Series 65)
  • Insurance - Life, Health and Annuities

Steve and his wife Shelly have two children and live in Blue Springs, Missouri.

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.