Heather A. Banks
North Carolina State University
Tell me more about Heather A. Banks?
Heather A. Banks is a highly experienced Financial Planner with 19.7 years of work experience. She specializes in retirement planning, estate planning, investments, strategic financial planning, and portfolio management. Based in Asheville, North Carolina, Heather is dedicated to helping clients achieve their financial goals by delivering comprehensive financial planning services. She works closely with her clients to formulate tailored financial plans tailored to their needs and understand their needs. Heather's expertise includes retirement planning, education planning, estate planning strategies, risk management, insurance needs, investment planning, and net worth and cash flow statements.
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About
Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning strategies • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements
...See MoreWork Experience
Financial Planner
Financial Professional
Financial Services
Heather A. Banks's Professional Milestones
- Financial Services Representative (2008-01-01~2011-01-01): Provided exceptional financial support to clients, improving their financial performance and enhancing their brand reputation.
- Banker (2004-01-01~2008-01-01): Provided exceptional support to clients, enabling them to consistently reach their financial goals.
Education
Financial Planning And Services
2011-2013Skill
Retirement Planning
Estate Planning
Investments
Strategic Financial Planning
Portfolio Management
Financial Analysis
Risk Management
Investment Advisory
Asset Allocation
Iras
Retirement
Financial Planners
Wealth
Financial Services
Wealth Management
Wealth Management Services
Certification
Colleagues
Steve Rendek
Sales at Prudential and Owner, Master Marketing
Jijo Koshy, SAFe POPM, SAFe Agilist
IT Program | Project Manager | Driving Tech Excellence & Innovation | Business Collaboration | Agile | Strategy | Cross Functional Teams | Leadership | Product Owner | Complex Problem Solving
Jason Boyd
Owner | Proprietor
Edgar Ueda
Product Owner
Elaine Teo
Independent Business Owner
Other Named Heather A. Banks
Frequently asked questions
We found 4 Heather A. Banks's email addresses
We found 4 Heather A. Banks's phone numbers
Heather A. Banks works for Prudential Financial
Heather A. Banks's role in Prudential Financial is Financial Professional
Heather A. Banks works in the industry of Financial Services
Heather A. Banks's colleagues are Steve Rendek,Jijo Koshy, SAFe POPM, SAFe Agilist,Jason Boyd
Heather A. Banks's latest job experience is Financial Professional at Prudential Financial
Heather A. Banks's latest education in North Carolina State University