Heather Stiles is a highly experienced financial professional specializing in wealth management, retirement planning, and institutional investment services. With a career spanning over four decades, she has established herself as a trusted advisor for successful families, women investors, and non-profit organizations.

Heather's expertise is backed by impressive credentials:

• Chartered Retirement Planning Counselor (CRPC)
• General Securities Principal (Series 24)
• General Securities Representative (Series 7)
• Master of Fine Arts from the University of California, Berkeley

Her affiliation with Raymond James Financial Services since 1992 demonstrates her long-standing commitment to the industry. Heather's dedication to her field is further evidenced by her completion of the College for Financial Planning Professional Education Program in 1995, which enhanced her wealth management expertise. In 2011, Heather became one of the first Chartered Retirement Planning Counselors in the Santa Cruz/Monterey Bay area, showcasing her focus on pre- and post-retirement planning. This specialization allows her to transform the retirement planning process into a positive experience for her clients.

Heather's knowledge extends beyond traditional financial planning. She co-authored "TECH SUCCESS: How Technology Executives and their Families Manage Meaningful Wealth," which emphasizes the partner/spouse perspective in successful wealth management. This publication highlights her understanding of the unique challenges faced by technology professionals and their families.

Outside of her professional life, Heather maintains an active lifestyle and pursues various interests:

• Enjoys running and hiking
• Currently learning Spanish
• Writes short stories and has published flash fiction
• Actively involved in community service, including:
  • Past Rotary Club member
  • Former board member of the United Way and the Museum of Art and History (MAH)
  • Former member of the Dominican Hospital Planned Giving Advisory Board and Santa Cruz County Estate Planning Council

Heather's diverse background, extensive experience, and community involvement make her a well-rounded financial advisor capable of providing comprehensive wealth management services to a wide range of clients.

Raymond James and its advisors do not offer legal advice or services.