Heather Oliver, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Heather Oliver Photo
Heather Oliver, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

501 EAST LAS OLAS BLVD 1ST FLOOR

FORT LAUDERDALE, FL 33301

3800 N Federal Highway,

Lighthouse Point, FL 33064

601 W BROWARD BLVD

FORT LAUDERDALE, FL 33312

2001 HOLLYWOOD BLVD

HOLLYWOOD, FL 33020

Check the background of this investment professional on FINRA's BrokerCheck

About

Heather S. Oliver is a Private Financial Advisor with SunTrust Investment Services, Inc. She offers clients more than 19 years of financial services, retirement planning and investment management experience. Heather has earned the professional designation of Certified Financial PlannerTM (CFP®). She is a native of Fort Lauderdale, Florida and is a graduate of Florida State University. Heather was featured in Bank Consultant magazine's November 2009 issue in a Producer Profile titled "From Wall Street to Main Street." Heather was also recognized in 2011 as one of the "100 Outstanding Women of Broward County" by the Boys & Girls Club of Broward.

Heather's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. She follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. She also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

Continue Reading