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Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA® | Financial Advisor

Profile img for Elizabeth Heard, financial advisor at Raymond James
Tampa, FL
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James

Verified Identity

Important Disclosures

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
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Chartered Retirement Plan Counselor®

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Accredited Asset Management Specialist®

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Accredited Wealth Management Advisor

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Series 7 - General Securities Representative Exam

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Series 63 - Uniform Securities State Law Examination

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Series 65 - Uniform Investment Adviser Law Exam

Education

1
University of South Carolina Columbia (Main campus)Bachelors in Finance & AccountingYear Obtained: 2019

Job History

2
Raymond JamesFinancial Advisor2021-Present
Raymond JamesFinancial Advisor2021-Present
Quick Facts About Elizabeth
Years of Experience:6 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Tampa, FL
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
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