Heather Pitman, FPQP™

  • Published May 9, 2019

Client Service Manager

Heather is a Client Service Manager for Bragg Financial Advisors.

Heather began her career in the financial industry at WBI Investments in Red Bank, New Jersey. In 2015, she relocated to North Carolina, where she worked as Operations Manager for an independent advisory firm in Charlotte.

Heather received her Bachelor of Arts in Economics from Rutgers University. She also earned the Financial Paraplanner Qualified Professional (FPQP™) designation from the College for Financial Planning.

Originally from New Jersey, Heather lives in Huntersville with her husband and young daughter. In her free time, she enjoys being with her family, reading, swimming, and visiting the beach.

Responsibilities

  • Client Service Manager

Education & Professional Experience

  • BA Economics, Rutgers University
  • FPQP™ – Financial Paraplanner Qualified Professional

Experience

  • 13 years industry experience
  • 2 years on Bragg team
  • Hobart Financial- Operations Manager
  • WBI Investments- Wealth Management Specialist

Outside Interests

  • Traveling with my family
  • Exercising
  • Playing soccer with my daughter