Mgr., Advanced Planning - Advanced Planning
Heather joined Commonwealth in June 2011. In her role as the manager of Advanced Planning, she leads a team of consultants dedicated to supporting advisors on issues involving estate, charitable, tax, social security, and education planning. She is also one of the board members of Commonwealth Cares, Commonwealth’s 501(c)(3) charity. Heather earned an MS in financial planning from Bentley University; 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. Before 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.