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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Heather Carey
Wealth Advisor
Series 7 & 66 Licenses
What I Specialize In
- Advisory & Wealth Management
- Employee Retirement Accounts
- Financial Planning
- Life Insurance, Long-Term Care
- Retirement Planning
- 401K Transition
My Locations
Lobby Hours Mon–Fri: 9am–4pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8am–5pm | Sat–Sun: Closed
About Heather Carey
Heather Carey has been in the financial services industry since 2005, with experience in 401(k) recordkeeping and managing employer-sponsored benefit plans. She helps advisors bring clients’ financial plans to life, assisting with account setup, transfers, withdrawals, and monitoring income plans throughout the year. She takes pride in building lasting relationships with clients, and celebrating milestones such as purchasing a home or welcoming a new grandchild. Heather enjoys learning each clie...
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