Heather Beckwith

Experience

1. Chief Operations Officer

   Wealth Strategies Partners

   Jan 2014 — Present

   As Chief Operating Officer, I work diligently across our practice to bring our team’s vision and core values to life. I oversees all WSP’s operations, including compliance procedures, marketing, and organizational processes that support the practice’s growth. I work closely with the team’s financial advisors and leaders to ensure the operational excellence and superior client experience for which WSP has proudly become known.Before joining WSP in 2014, I served in multiple positions at Raymond James’ headquarters in St. Petersburg, Florida. I hold FINRA Series 7, 24, 53, 63, and 65 licenses.Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC.] For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Please visit our website contact me to learn more about Wealth Strategies Partners.