Heather Oliver
Helping clients to make informed, strategic financial decisions to achieve their goals.
- Role
- Financial Representative at NPC Financial
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Heather Oliver
How do you measure your financial success? Do you know how to organize your finances so…
Experience
Financial Representative
Jan 2017 — Present · Boca Raton, FL, US
National Planning Corporation is a comprehensive financial service firm with offices in Miami, Hollywood and Boca Raton. Since 1951, we have built a reputation for excellence by helping individuals, families and business owners protect what they value and make the most of their unique possibilities in a changing world.The thoughtful, comprehensive approach we bring to all of our planning services, from business planning to insurance, retirement and estate planning- is complemented and supported by the specialized resources and products we provide through our long standing relationships with Guardian Life Insurance Company of America and its subsidiaries. We draw together the professional team and the capabilities that make sense for each client, and we empower our clients by guiding them in making informed financial decisions consistent with their values and goals.Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. National Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. CA insurance license #0M42400. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Skills
- Event Planning
- Health & Wellness
- Financial Analysis
- Advanced Excel Functions
- Whole Life Insurance
- Customer Service
- Operational Efficiency
- Software Implementation Management
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Regulatory Reporting
- Employee Benefits
- Training & Development
- Stress Management
- Project Management
- Data Analysis
- Coaching
- Fundraising
- Marketing Strategy
- Wealth Preservation Planning
- Vba
- Strategic Planning
- Microsoft Word
- Retirement Planning
- Team Building
- Management
- Training
- Life Insurance Strategies
- Social Media Marketing
- Customer Relations
- Operational Reporting
- Leadership
- Public Speaking
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