Heather Deaton Email & Phone Number
Wealth Advisor and Financial Planner @ Ellenbecker Investment Group
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Heather Deaton Location
- Milwaukee, WI, US
Heather Deaton Work
- 2018 -now Wealth Advisor and Financial Planner @
- 2017 -now President of the Board of Directors @
- 2016 -2018 Wealth Advisor Associate @
- 2015 -2016 Chief Operating Officer and Workflow Manager @
- 2005 -2015 Project Manager @
- 2001 -2005 Project Manager @ eFunds
- 1994 -2001 Project Manager @
- 1993 -1994 Senior Research Analyst @
Heather Deaton Education
- College for Financial Planning
CFP® Certification (CERTIFIED FINANCIAL PLANNER™)
2018-2019 - University of Wisconsin-Eau Claire
Bachelor of Arts - Economics (Economics)
1988-1992 - Burlington High School
Diploma of Education
1984-1988
Heather Deaton Summary
- Heather Deaton, based in Milwaukee, WI, US, is currently a Wealth Advisor and Financial Planner at Ellenbecker Investment Group. Heather Deaton brings experience from previous roles at FONDY FOOD CENTER (FONDY), Ellenbecker Investment Group, Northwestern Mutual - Spaeth Barrett Group and Northwestern Mutual. Heather Deaton holds a 2018 - 2019 CFP® Certification in CERTIFIED FINANCIAL PLANNER™ @ College for Financial Planning. Heather Deaton has 7 emails and 9 mobile phone numbers on RocketReach.
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