Heather Oliver

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

501 E Las Olas Blvd

Suite 100,

Fort Lauderdale, FL 33301-2351

About me

Background

I’m a Vice President with Truist Investment Services, Inc., Financial Advisor with Financial Advisor, and CERTIFIED FINANCIAL PLANNER™ (CFP®). I offer clients more than 24 years of financial services, retirement planning, and investment management experience. I work with clients in the Tri-County Area, including Miami–Dade, Broward, and West Palm Beach, with my 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

I’m an active member of the Tower Club in downtown Fort Lauderdale and the Financial Planning Association. On my time off, I enjoy being with my 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

To
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