Heather McLeod

Heather C. McLeod
Vice President Trust Advisor

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

Heather.McLeod@Truist.com

Phone 954-765-7147

Fax 954-779-2916

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About me

Background

Heather McLeod is a Trust Advisor with Truist Wealth offering clients more than 20 years of financial services, estate and fiduciary planning. As a former economics adjunct instructor at Broward College and former career advisor with the University of Manchester, Heather focuses on informing and educating clients on the benefits of thoughtful and pragmatic strategies, and coordinating her efforts with fellow teammates to provide highly specialized and substantive advice and service. 

Education

Bachelor of Arts, Economics
University of Virginia 1992 1996
Master of Science, Economics
Florida Atlantic University 1997 1999
Cannon Trust School
Cannon Financial Institute 2005

Personal Interests

Heather has performed with the Florida Grand Opera since 2010, and with Palm Beach Opera since 2019 as part of their main stage choruses. She is an active member of the American Guild of Musical Artists. 

Specialties

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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