TL, Advanced Planning - Advanced Planning
Heather joined Commonwealth in June 2011. In her role as advanced planning consultant, she acts as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning. Heather has an LLM in taxation from Boston University, with a concentration in estate planning; a JD from the University of San Diego, with a concentration in corporate and securities law; and a BS in business administration from Endicott College. She is also pursuing her MS in financial planning at Bentley University. Prior to joining Commonwealth, she held positions at Bank of America Investment Services/Merrill Lynch and Investors Capital. Heather holds her FINRA Series 7, 9, 10, and 63 securities registrations, as well as the Chartered Advisor in Philanthropy® (CAP®) certification. In her spare time, Heather enjoys reading, spending time with family and friends, and listening to great music.