Heather R. Nicholas,

Heather Nicholas brings over 25 years of experience in the financial services and insurance industry. She is securities registered, insurance licensed and holds both the Accredited Investment Fiduciary® (AIF®) designation and a Certification in Long-Term Care (CLTC®). As a registered representative and investment advisor representative of Raymond James, Heather is well-equipped to help clients navigate their financial journeys.

At Manning Wealth Management, Heather works closely with individuals, couples and families to develop personalized strategies designed to help build wealth and achieve long-term financial well-being. She is passionate about helping clients define their goals and implement clear, actionable plans for success.

In her role as director of retirement plan services at MWM Retirement Solutions, Heather partners with businesses to design and manage retirement plans designed to support employees in reaching their financial goals.

Heather earned her Bachelor of Science degree in business finance from San Diego State University. A lifelong San Diegan, she lives in Scripps Ranch with her husband, a US Navy veteran and former naval aviator. They have three adult children, two college graduates and one currently attending the University of Arizona. Outside of work, Heather enjoys staying active through daily workouts, yoga, snowboarding and beach outings, and she especially values time spent with family.