CRPC®AAMSAWMA

    Elizabeth Heard

    Financial Advisor

    Tampa, FloridaNo minimum minimum

    About Elizabeth

    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...

    Areas of focus

    Investment ManagementTax PlanningPortfolio Construction

    Credentials & background

    Designations

    CRPC®AAMSAWMA

    Education

    Bachelors in Finance & Accounting University of South Carolina Columbia (Main campus) (2019)

    Clients served

    RetireesCorporate ExecutivesDivorceesHigh Net Worth IndividualsBusiness OwnersBusinesswomen