Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA® | Financial Advisor
Tampa, FL
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
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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 with other professionals, such as CPAs and attorneys, to create customized financial plans, which are designed to meet your long-term financial goals. My specialty concentrations lie in estate planning, retirement planning, tax planning, legacy planning and risk management.
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Specialties and Expertise
4
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies
Portfolio Construction
Clientele
6
Retirees
Corporate Executives
Divorcees
High Net Worth Individuals
Business Owners
Businesswomen
Credentials and Designations
6
Chartered Retirement Plan Counselor®
Accredited Asset Management Specialist®
Accredited Wealth Management Advisor
Series 7 - General Securities Representative Exam
Series 63 - Uniform Securities State Law Examination
Series 65 - Uniform Investment Adviser Law Exam
Education
1
University of South Carolina Columbia (Main campus)Bachelors in Finance & AccountingYear Obtained: 2019
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