Advisor profile


My approach

Heather Carroll - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Heather Carroll - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Family Finances
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Domestic Partner Planning
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • Masters of Business Administration, Averett University - Danville, VA
  • BS, Agricultural and Applied Economics, Focus in Financial Planning, Virginia Tech - Blacksburg, VA

Interests

  • Family and Friends
  • Dogs and Dog Sports: I currently compete in conformation, obedience, rally, and lure coursing with my Whippets
  • Photography: I bought my first camera in 2015 and haven't looked back. I enjoy photographing wildlife, nature/landscapes, and my own dogs.
  • The outdoors and hiking

Community participation

  • Pulaski County Chamber of Commerce
  • NRV Chapter of the VT Alumni Association