Financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, Heather Robison, is dedicated to helping families preparing to retire or in retirement navigate the myriad details of wealth management. As an Investment Executive on the Susan Dick Financial Services, LLC team, Heather works closely with clients to develop customized retirement and estate plans through a detailed process: understand, design, implement, and monitor. Her recommendations are made solely in the interest of providing the highest value and benefit to clients.
Heather graduated magnum cum laude from the University of Oklahoma with a Bachelor is Science and holds a Master of Science in Personal Financial Planning from Kansas State University. Heather is an investment adviser agent with Series 7, 66, 9 and 10 licenses. In order to provide a vast range of wealth management services, she is also licensed to deliver life insurance, long-term care, and fixed/variable annuity products. Through Susan Dick Financial Services, LLC’s association with Raymond James Financial Services, Inc. she has access to quality technology, highly acclaimed investment research analysts, and Raymond James Bank’s Trust and lending services.1
Heather moved home to Bartlesville in 2006 when she began working in the operations side of the industry. A year later, she helped found Susan Dick Financial Services, LLC and has loved every minute of working with her mother, Susan Dick, Investment Executive of Raymond James Financial Services and President of Susan Dick Financial Services, LLC. Heather has played an integral part of the success of the wealth management team which has been essential in Susan Dick being recognized by Raymond James as a Chairman’s Council* member over the last four years. Heather has served in many volunteer board leadership roles throughout this time. She is currently serving on the Board of the Bartlesville Regional Chamber of Commerce and Bartlesville Regional United Way. When not in the office she enjoys spending time with family and friends, traveling, and hiking with her husband and daughter.
1 Lending Services provided by Raymond James Bank N.A., a fully chartered national bank affiliated with Raymond James Financial Services.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.