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
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
President and Director of Wealth Management
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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