Heather
Casella
Client Services
As head of Client Services, Heather serves as a vital link between The Investors Center, Inc. and Raymond James Financial Services operations. She ensures that paperwork is properly completed and submitted, assists clients with understanding their accounts, and manages Eliot’s calendar. Heather puts clients at ease with her engaging personality and reassuring, highly competent demeanor.
Before joining The Investors Center, Inc., 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.
