As head of Client Services, Heather is a vital link between The Investors Center and Raymond James Financial Services operations.

Heather is able to put clients at ease with her engaging personality and highly competent demeanor. She reassures them that what they care about will be cared for and handled correctly. She ensures that paperwork is completed accurately and helps clients understand account details.

Before joining The Investors Center, she managed the office of an annuity-structured settlement firm and had several years of paralegal experience in general practice law, corporate law, real estate, and with the state of Connecticut. Heather is a Notary of the Public and an alumna of Northwestern Connecticut Community College.