Rob Heckendorn

Senior Vice President - Investments, Branch Manager at Wells Fargo Advisors

Role
Senior Vice President - Investments, Branch Manager at Wells Fargo Advisors
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Rob Heckendorn

I do more than provide investment advice to the average investor. As a Financial Advisor and Senior Vice President-Investments, I guide a team of professionals who provide customized financial services to a select group of sophisticated clients. Wealthy families, non-profit organizations, and private institutions for more than two decades have sought my team\'s experience and thoughtful insight. We are experienced and energized, educated, and informed. I earned my undergraduate degree from the University of the Incarnate Word in San Antonio, TX and hold the Series 7, 9/10, 63, and 65 registrations. Giving back to the community is important to me. I have served on the board of the CHI-St. Luke\'s-Brazosport Health Foundation. My wife and I have three children and reside in Lake Jackson, Texas. This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, and WY Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

  1. Senior Vice President - Investments, Branch Manager

    Wells Fargo Advisors

    Feb 2012 — Present · Lake Jackson, TX, US

    Our commitment to youWe will honor our relationship with you:When you work with us, you have someone who takes the time to listen and understand your needs, helps you clarify your goals, and takes seriously the safety and security of your money and investments.We will be fully invested in your success:We can help you strive to stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and regular feedback on your progress.We will be with you every step of the way:Your needs and goals will change over time. That’s why we will be there to provide ongoing advice – along with the exceptional service you deserve – through the ups and downs of markets and economic cycles.

Education

  • University of the Incarnate Word

    BBA

    1988 — 1993

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