Deborah J. Heisman
Vice President-Investment Officer at Wells Fargo Advisors
- Role
- Vice President-investment Officer at Wells Fargo Advisors
- Location
- Athens, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Deborah J. Heisman
I have been a Financial Advisor for 32 years. I work with high net worth clients…
Experience
Vice President-investment Officer
Apr 2009 — Present
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.
Education
The University of Georgia
BA
Skills
- Life Insurance
- Financial Advisory
- Securities
- Public Speaking
- Annuities
- Insurance
- 401k Planning
- Asset Allocation
- Mutual Funds
- Concentrated Stock Management
- Small Business
- Strategic Planning
- Long Term Care
- Stock Analysis
- Investments
- 401k Rollovers
- Estate Investment Planning
- Fixed Income Strategies
- Retirement Planning
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