Brian Heath is an Associate Wealth Advisor with approximately 5 years of experience in the financial services industry. He started his career as a Broker/Financial Advisor before moving into an Operations Support role. On a day-to-day basis, Brian supports Wealth Advisors by providing financial services to high-net-worth individuals and families, professionals, qualified retirement plans, family-owned businesses, and private clients.
Brian earned a bachelor’s degree in Liberal Arts from Muhlenberg College and has held the Series 7, 24, 66, and 63 licenses. Outside of work, he enjoys going to the gym, reading, snowboarding, hiking, working on his car, and going to the beach.
Awards & Honors
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