Heather brings 15 years of financial services experience with Raymond James and Wealth Strategies Partners to her role as operations manager.
She oversees the day-to-day operations of WSP’s practice and also serves as compliance manager, working closely with Raymond James’ home office. Heather views working directly with clients to support them through their financial life events as the most important part of her role.
Before joining WSP in 2014, Heather served in multiple positions at Raymond James’ headquarters in St. Petersburg, Florida. She was a transition specialist and provided advisors with resources and assistance to make firm and client transitions to Raymond James both smooth and successful. Prior to that, she managed a $10 billion platform and served as a compliance specialist.
Heather holds her FINRA Series 7, 24, 53 and 63 licenses. She earned her bachelor’s degree in business administration from Tennessee Technological University.
Heather and her husband, Glenn, live in Franklin with their children, Graham and Emma. She is a volunteer at Grassland Elementary and enjoys spending time in the garden and on the golf course.
Raymond James is not affiliated with any of the organizations listed above.