Heather Lawrence Email & Phone Number
Wealth Manager @ Alpha Financial Advisors, LLC
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Heather Lawrence Location
- Charlotte, NC, US
Heather Lawrence Work
- Wealth Manager @ (February 2023 - Present)
- Director and Chief Financial Planning Officer @ Resilience Wealth Advisors (October 2020 - February 2023)
- Financial Planning Strategist @ (July 2016 - April 2018)
- Financial Planner and Vice President @ (June 2008 - June 2016)
- Financial Planner and Vice President @ (January 2000 - January 2006)
- Tax and Financial Planning Staff @ (January 1998 - January 2000)
Heather Lawrence Education
- Purdue University
BS (Financial Counseling and Planning)
1994-1998
Heather Lawrence Skills
- Wealth Management
- High Net Worth Individuals
- Estate Planning
- Strategic Financial Planning
- Financial Planners
- Personal Finance
- Tactical Asset Allocation
- Retirement Planning
- Wealth Management Services
- Asset Allocation
- Investment Advisory
- Retirement
- Asset Management
- Financial Services
- Financial Planning
- Planning
- Services
Heather Lawrence Summary
- Heather Lawrence, based in Charlotte, NC, US, is currently a Wealth Manager at Alpha Financial Advisors, LLC. Heather Lawrence brings experience from previous roles at Resilience Wealth Advisors, BB&T, First Citizens Bank and Wachovia Bank. Heather Lawrence holds a 1994 - 1998 BS in Financial Counseling and Planning @ Purdue University. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Estate Planning, Strategic Financial Planning, Financial Planners and more. Heather Lawrence has 2 emails on RocketReach.
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