Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Tampa, FL
Verified Identity
Raymond James
Years of Experience
6 years
Member Since
2022
Allow Me to Introduce Myself
My goal as an advisor is for my clients to be able to live their lives to the fullest and spend more time doing the things they love, without needing to worry about their financial picture.
As your financial advisor, I take a holistic approach to addressing your financial needs. I work closely wi...
Clientele
Retirees
Corporate Executives
Divorcees
High Net Worth Individuals
Business Owners
Businesswomen
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Tax Minimization Inv...
Retirement Income
Business Ownership Strategies
Portfolio Construction
Credentials and Designations
Chartered Retirement Planning Counselor®
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Accredited Asset Management Specialist®
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Accredited Wealth Management Advisor
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Pricing Models
Flat FeeAUM
Education
University of South Carolina Columbia (Main campus)
Bachelors in Finance & Accounting
Obtained in 2019
Previous Work Experience
Raymond James
Financial Advisor
2021 - Present
Raymond James
Financial Advisor
2021 - Present
Advisor Links
Disclosures and Proof of License
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Profile Last Updated: August 18, 2025