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Heather Oliver

Heather S. Oliver, CFP®
Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

501 E Las Olas Blvd

Suite 100,

Fort Lauderdale, FL 33301-2351

Heather.Oliver@Truist.com

Phone 954-295-8198

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About me

Background

Heather Oliver is a Financial Advisor with Truist Investment Services, Inc., and holds her CERTIFIED FINANCIAL PLANNER™ designation. She offers clients more than 25 years of financial services, retirement planning, and investment management experience. Heather works with clients in the Tri-County Area, including Miami–Dade, Broward, and West Palm Beach, with her main office located in Downtown Fort Lauderdale on Las Olas Boulevard.

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

Education

Bachelor of Science in Business
Florida State University 1992 1996
Minor in Psychology
Florida State University 1992 1996

Personal Interests

Heather is an active member of the Tower Club in downtown Fort Lauderdale and the Financial Planning Association. During her time off, she enjoys being with her family and friends, paddle boarding, cycling, playing tennis, and tending to my multiple pets.

Specialties

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

  • 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

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

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