Donald Heatherly

Wealth Manager to Successful Individuals and Families

Role
President and Director of Wealth Management at Hk Private Client Llc
Location
Naperville, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Donald Heatherly

A Comprehensive Wealth Advisor to high net worth individuals, families, and organizations, including closely-held and family-owned businesses. He is founder and President of HK Private Client LLC. Don strategically assembles the appropriate team of professionals to provide a full range of wealth services as part of a customized wealth management plan. The team may include bankers, portfolio managers, trust officers, and insurance specialists in addition to the clients external tax and legal advisors amongst others. Don is in his 27th year of experience in the financial services industry. He earned a B.A. degree in Communications Arts and Sciences and a second major focus in French Language from DePauw University (Greencastle, IN). He lives in Naperville, IL with his wife Kathi. Don\'s daughter Taylor Kaye resides in Austin, TX and son Mack lives in the great Chicagoland area.

Experience

  1. President and Director of Wealth Management

    Hk Private Client Llc

    Apr 2022 — Present · Naperville, IL, US

Education

  • DePauw University

    Bachelor of Arts, French Language, Communication Arts and Sciences

    1983 — 1987

  • DePaul University

    Certificate of Financial Planning

    2003 — 2005

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Donald Heatherly — President and Director of Wealth Management at Hk Private Client Llc in Naperville, IL, US | Unifers