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 of Science and holds a Master of Science in Personal Financial Planning from Kansas State University. Heather is a registered investment advisor 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 superior technology, highly acclaimed investment research analysts, and lending and trust services through Raymond James Bank and Raymond James Trust.
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, President of Susan Dick Financial Services, LLC. Heather has played an integral part of the success of the wealth management team which has been recognized by Raymond James as a Leader's Council Member* every year since 2011. Heather served on the board of the Richard Kane YMCA from 2010-2016 for which she received the Volunteer of the Year award in 2012. In 2014, she was the chair of the Young Professionals of Bartlesville and was a class XXII graduate of Leadership Bartlesville. Although Heather loves giving back to her community, she has slowed down a bit since the birth of her daughter last year. Since then she and her husband, Aaron, have been busy trying to teach baby Kate to say "Boomer".
*Membership is based on prior year fiscal year production. Re-qualification is required annually. Raymond James bank and Raymond James Trust are affiliated with Raymond James Financial Services, Inc.