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

CRPC®

Chartered Retirement Planning Counselor®

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AAMS®

Accredited Asset Management Specialist®

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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

Advisor Website

Disclosures and Proof of License

SEC Profile

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