Heather Weller Email & Phone Number
Senior Vice President - Financial Advisor @ RBC Wealth Management
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Heather Weller Location
- De Pere, WI, US
Heather Weller Work
- 2026 -now Senior Vice President - Financial Advisor @
- 2026 -2026 Consultant @
- 2024 -2026 Senior Vice President, Personal Trust Manager @
- 2014 -2024 Vice President, Senior Fiduciary Officer and Lead Financial Planner @
- 2008 -2014 Trust Officer @
- 2006 -2014 Financial Planner @
- 2004 -2005 Financial Center Manager @
Heather Weller Education
- Cannon Financial Institute
Cannon Trust School (Certified Trust & Financial Advisor)
2015-2016 - College for Financial Planning
Certified Financial Planner Program (Financial Planning)
2006-2008 - University of Wisconsin-Milwaukee
BBA (Finance & Marketing (Majors) Psychology (Minor))
1997-2001
Heather Weller Skills
- Loans
- Cross Selling
- Credit
- Banking
- Consumer Lending
- Leadership
- Retirement Planning
- Personal Financial Planning
- Process Improvement
- Written & Oral Presentation Skills
- Budgets
- Budget Process
- Certified Financial Planner
- Client Relations Skills
- Communication Skills
- Contract Negotiation
- Event Management
- Event Planning
- Fundraising
- Meeting Planning
- Process Management
- Relationship Management
- Strategic Financial Planning
- Strategic Planning
- Team Leadership
- Trust Management
- Trustee
- Trusts
- Wealth Management Services
- Estate Tax Planning
- Financial Advisory
- Investments
- Mutual Funds
- Financial Planning
- Personal Trust Administration
- Written and Oral Presentation Skills
- Customer Service
- Ctfa
Heather Weller Summary
- Heather Weller, based in De Pere, WI, US, is currently a Senior Vice President - Financial Advisor at RBC Wealth Management. Heather Weller brings experience from previous roles at RBC Wealth Management, Associated Bank and Baylake Bank. Heather Weller holds a 2015 - 2016 Cannon Trust School in Certified Trust & Financial Advisor @ Cannon Financial Institute. With a robust skill set that includes Loans, Cross Selling, Credit, Banking, Consumer Lending and more. Heather Weller has 2 emails and 1 mobile phone numbers on RocketReach.
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