Heather Mootz

With more than 20 years of experience in the financial services industry, I am a Senior Vice President-Investments at Wells Fargo Advisors in Minneapolis. Dedicated to helping my clients grow, manage, preserve and transition their wealth. I provide each client with targeted, comprehensive advice, and portfolio management strategies, which are delivered with the highest level of professional service and integrity. I have an undergraduate degree in accounting and MBA in financial services management. The combination of my education and over 20 years of industry experience has allowed me to help my clients manage their assets through multiple market cycles and better understand how to assist my clients during different market changes. Creating plans that continue to support my client's goals is important to me. Such planning is not a single event, but rather a process. I am dedicated to working one-on-one to help ensure that my clients' plans utilize strategies that stay congruent with their circumstances. I received my Bachelor of Science in Accounting from the University of Minnesota and my Masters of Business Administration with a concentration in financial services from St. Thomas University. A married, mother of two active teenagers and two dogs, a Great Dane and a French Bulldog, I stay busy. In my free time, I enjoy biking and camping with my family. I am a passionate supporter of my local youth hockey and lacrosse associations, as well as an ardent supporter of my local food shelf. *Wells Fargo Advisors is not a legal or tax advisor. However, I will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. This information is intended for use only by residents of AZ, CA, CO, DC, FL, GA, IA, ID, IL, ME, MI, MN, NM, NV, NY, OH, TN, TX, VA, WA and WI. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social