Heather Sherrill, Series 7

In her role, it is Heather's responsibility to see to it that the operations run smoothly so that we deliver extraordinary service. She executes seamless implementation of our clients' financial holdings. Heather is an outstanding problem-solver and works tirelessly to obtain optimal results. In her role with the firm, Heather supports Anita in providing in-depth investment and insurance implementation and support to our clients on a holistic basis. Heather joined our team with 10 years of prior experience with A.G. Edwards & Sons Inc., and Discount Muni Brokers, specializing in investments. She is a graduate of the University of Missouri with a BS in Finance and Banking and she holds her Series 7 securities license.

Heather resides in New Jersey with her husband and daughter. She is an avid runner and participates in fitness challenges.