Reya Dave
Student at Arizona State University majoring in Financial Planning
- Role
- Intern at Heritage Wealth Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Reya Dave
Arizona State University Alumni with a passion for helping people achieve their financial…
Experience
Intern
May 2025 — Present · Mercer Island, WA, US
Supported financial advisors in daily client communications and planning activities. Managed inbound client calls, documented interactions in Ameriprise Salesforce, and coordinated follow-up tasks to ensure seamless communication across advisor teams. Assisted advisors in financial planning and review meetings, discussing performance, trade recommendations, and retirement projections. Proofed client meeting presentations by verifying portfolio assets, insurance coverage, retirement income, and Social Security details to ensure accurate and comprehensive financial plans.
Education
Arizona State University
Bachelor of Arts - BA, Financial Planning and Services
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