Heather Phelps
Heather E. Phelps Senior Sales Associate

Heather is dedicated to helping us provide a dedicated and focused client experience. She is committed to helping educate and inform our clients throughout their financial journey while working to make their lives easier.

She assists clients with check, wire and money movement requests, address changes, and all things related to their accounts, including answering questions and processing account updates. Heather also greatly assists our team with many essential administrative duties.

Before joining our team in 2006, Heather began her career in customer service. She holds a bachelor’s degree in communication from George Mason University.

Heather lives in Ashburn, Virginia. When not in the office, Heather enjoys spending time outdoors and volunteering with the Fauquier Girl Scouts.

Raymond James is not affiliated with the above organizations.