Heather

Heather: Email & Phone Number

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Vice President | Financial Advisor at CAPTRUST|Raleigh, North Carolina, United States

Position:

Vice President | Financial Advisor at CAPTRUST

Location:

Raleigh, North Carolina, United States

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Last updated: 2026-06-03
Updated: 2026-06-03

Found email addresses for Heather:

Business emails:
h***********y@captrust.com
Personal emails:
h*****y@hotmail.com

Found phone for Heather:

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Work Experience 22 years

Vice President | Financial Advisor at CAPTRUST

Jan 2015 - Current

Internal 401(k) Wholesaler at Wachovia Bank

Jan 2006 - Jan 2007

401(k) Sales Consultant at Paychex

Jan 2004 - May 2006

Heather started working in 2004, then the employee has changed 2 companies and 2 jobs. On average, Heather works for one company for 4 years 11 months.

Their professional focus is 401(k) Retirement Savings Plans, 401k, and Account Management across 3 core areas.

Heather holds Certified Plan Fiduciary Advisor, CPFA® certifications and has been awarded 2024 NAPA Top Women of Excellence, 2022 NAPA Top Women Advisors, and 2021 NAPA Top Women Advisors - All Star

Education

BA at Salem College

Heather Namesakes

Name
Company
Position
Heather
Oudtshoorn High School
Field Hockey Coach
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Heather
Chailease Berjaya Credit Sdn Bhd
Credit Pre Screen Executive
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