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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 is a financial advisor with over 20 years of experience in the financial services industry, including 12 years as a FINRA-registered professional. She is licensed through LPL Financial and specializes in comprehensive financial planning and investment management. She is known for building lasting relationships with her clients and is passionate about educating others to help them achieve their financial goals.
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