Heather L. Douglass
Registered ParaplannerSM/Service Specialist
Heather L. Douglass is a Registered Paraplanner SM and Service Specialist with Arista Financial Group. She has more than 18 years of experience in the financial services and retirement services industry as well as in the insurance industry managing processes and client relationships. She holds her Series 6, 7 and 63 registrations through LPL Financial. She also is a Georgia Insurance Agent for Life, Accident and Health and Variable Products.
Heather is responsible for developing client relationships, executing trades, preparing portfolio reviews, creating our client’s personal Wealthvision websites and managing day to day Wealth Management operations.
Prior to joining the Arista Financial Group team, Heather spent 8 years with another LPL Financial advisor office providing excellent customer service and account administration to financial investment and insurance clients while adhering to all compliance and regulatory standards. She also held a similar position with a Lincoln Investment Planning Financial Advisor firm in the Philadelphia area for 10 years in which her client base was Client Services Associate focused on 403(b) and IRA retirement accounts.
Additionally, Heather previously worked in the retirement services industry providing customer support to a Third Party Administrator which jump started her interest in the retirement services sector. She also worked several years in the banking industry as an Assistant Head Teller.
Outside of work, Heather and her husband, Parrish, are busy with their church building families, transforming communities, reconciling cultures and impacting nations by leading a small group as well as many local outreaches to homeless shelters and senior homes and leading overseas mission trips.
Arista Financial Group and LPL Financial are separate entities.
Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC, www.finra.org and www.sipc.org.