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Heather Rogers

Heather Rogers
Managing Director Financial Advisor Truist Investment Services, Inc.

1969 Northpoint Blvd

Hixson, TN 37343-4060

Heather.rogers@truist.com

Phone 423-242-1752

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About me

Background

Heather Rogers is a Financial Advisor and Managing Director with Truist Investment Services, Inc., offering 15 years of experience in the financial services industry. Heather began her financial services career while completing her college degree and immediately developed a passion for helping her clients achieve their financial goals. Heather focuses on specialized retirement and financial planning with an understanding that every client requires an individualized plan and approach. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor Of Science, Finance
University of Tennessee at Chattanooga 2010

Personal Interests

During her spare time, Heather enjoys spending time with her husband, Kenneth, and their three children. They stay busy with travel sports and spending time visiting National Parks. Heather is involved in the school PTA on Signal Mountain and enjoys being outdoors, hiking, and attempting to keep her vegetable garden thriving. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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